Influential Entrepreneurs with Mike Saunders, MBA

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Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.

Mike Saunders, MBA


    • May 16, 2022 LATEST EPISODE
    • weekdays NEW EPISODES
    • 22m AVG DURATION
    • 1,112 EPISODES


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    Latest episodes from Influential Entrepreneurs with Mike Saunders, MBA

    Interview with Morgan Lloyd Independent Insurance Agent with Trailstone Insurance Group

    Play Episode Listen Later May 16, 2022 17:48

    I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune on the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn't going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day, we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years traveling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey, this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group

    Interview with Dom Farnan Founder & CEO of DotConnect™

    Play Episode Listen Later May 13, 2022 19:06

    I am a conscious leader. That means I pause before I react. I thoughtfully make choices. I am intentional in my efforts across all facets of my life. I build businesses by uncovering talent. I love connecting talent with their dream jobs through understanding their values and aligning their professional lives with their personal passions so they can create a life that matters.Learn More: https://www.dotconnectllc.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dom-farnan-founder-ceo-of-dotconnect

    Interview with Jack Tompkins Founder of Pineapple Consulting

    Play Episode Listen Later May 13, 2022 18:50

    Data can be fun. Seriously! I have an absolute blast talking about how businesses can become more data-driven.It's easier than most people think and it's more impactful than you can imagine.I'm originally from Connecticut but moved to Charlotte, NC and have been running my company for a couple years, and I love every second of it!Learn More: https://www.pineapplecf.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jack-tompkins-founder-of-pineapple-consulting

    Interview with John Brown, Creator of the BEI Exit Planning Process for Financial Professionals

    Play Episode Listen Later May 12, 2022 23:32

    John is the founder of BEI, started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style and in 2008 wrote Cash Out Move On: Get Top Dollar—and More—Selling Your Business. With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, Exit Planning: The Definitive Guide, which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives' work by supporting business advisors who share the same vision.Learn More: http://www.exitplanning.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-brown-creator-of-the-bei-exit-planning-process-for-financial-professionals

    Interview with Tony Lupina Owner of Lupina Financial Services

    Play Episode Listen Later May 11, 2022 24:15

    Tony Lupina has been helping people acquire and protect their wealth for over 37 years. He helps people and businesses save money in taxes through financial strategies. He is licensed in over 13 states and in addition offers health and life insurance as well as Annuities. Moved to Tennessee with the intention of retiring, but after a year and a half found himself wanting to continue helping people protect and grow their wealth. Tony has 6 grown children, 9 grandchildren and one great grandchild. Loves to cook and play golf besides helping people and businesses.Contact Tony to learn more: (615) 801-3113 | lupinainsurance@gmail.com Marketing, education, and general information purposes only.We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Tony Lupina is not obligated to provide updates on the information presented herein.Books and/or podcasts such as this are not impartial and are provided in connection with advertising and marketing of Tony Lupina services.Tony Lupina does not provide investment, tax, or legal advice and nothing contained on this book or podcast should be construed as such. This is intended to provide general information.Any accounting, business, or tax advice contained in this book/podcast, including articles and links, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion or specific advice, nor is it sufficient to avoid tax-related penalties. We are not liable for any action you take or fail to take based upon the information you received through these materials, and specifically, we are not liable for any losses you suffer as a result of any such action or inaction.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tony-lupina-owner-of-lupina-financial-services

    Interview with Isaac Ho Master Sales and Mindset Coach

    Play Episode Listen Later May 6, 2022 21:42

    Isaac is a sought-after health expert who helps entrepreneurs double to triple their income while having peace and ease inside and outside of their business. His clients routinely sell $20k-$50k packages, and he helps clients make more sales by not only teaching them sales skills but by transforming their mindset, emotions, and well-being. Isaac got his start at 17 as a health coach at a YMCA. After founding his own gym at 22, he started to travel the world to learn about health. He studied with instructors and doctors in France, New Zealand, Mexico, Australia, and the U.S. However, Isaac saw that some clients needed more than physical work to achieve their goals, and he felt driven to help them. He wanted to solve unsolvable problems. He began studying emotional and non-physical methods for healing the body, which allowed him to restore people when traditional medicine and therapies could not. He helped clients to eliminate chronic pain, heal trauma, and remove emotional blocks so they could increase their income and even conceive the children they wanted. After facing the challenges of burnout and worthiness himself, he made the transition to business coaching to solve the next unsolvable problem: excelling in your business, health, and life. His mission is to move entrepreneurs out of overwhelm and fatigue, to fall in love with the service that they provide, and to create lifestyles of freedom and joy.Learn More: http://www.isaachocoaching.com/Text “AND” to 66866Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-isaac-ho-master-sales-and-mindset-coach

    Interview with Daniel Carcillo Founder and CEO of Wesana Health

    Play Episode Listen Later May 5, 2022 16:11

    Daniel Carcillo earned the nickname “car bomb” during his 10-year NHL career for his explosive playing on the ice. Known for protecting his teammates, Carcillo helped Chicago win two Stanley Cup championships with the Blackhawks—but at great personal cost. He suffered seven concussions and was eventually diagnosed with post-concussion syndrome and traumatic brain injury (TBI). At his lowest point, Carcillo couldn't even look at his phone due to light sensitivity and wanted nothing to do with his infant son.A hockey champion in grave need of off-ice help, he found it in a remarkable place: psychedelic medicine. Reflecting on the impact this emerging medicine had on his life, he saw a chance to help others realize the same benefits. He built a team of medical experts to provide world-class treatments and perform trailblazing research in psychedelic medicine. As Carcillo says: “A lot of TBI patients want to become the person that we were before the injury, but I'm trying to show people that you can actually get better.”The Wesana team is committed to achieving this goal by improving mental health outcomes—one person at a time.Learn More: https://wesanahealth.com/ | https://wesanaclinics.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-carcillo-founder-and-ceo-of-wesana-health

    Interview with Ken Abel Sales Director with Trailstone Insurance Group

    Play Episode Listen Later May 5, 2022 20:37

    I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have many of my drawings from when I was 10 years old until college. It's amazing to see how you evolve and grow over the years looking back.Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor's Degree in Fine Arts. Going through college in an age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people are exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverage for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.Learn More: https://trailstoneinsurancegroup.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ken-abel-sales-director-with-trailstone-insurance-group

    Interview with Joshua Sherrard President & CEO of Strategic Navigators Discussing Cash-Flow Accounting & Navigating Business Partnerships

    Play Episode Listen Later May 4, 2022 21:11

    Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations, and Sales brings a unique depth to his Business Family Coaching.Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California, and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling, and spending time with his family.Learn More: https://www.stratnavinc.com/ The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client's financial position, business outcomes, or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. The client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. The client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. The client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and the Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.**Savings is not net of cost and fees associated with planning.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-ceo-of-strategic-navigators-discussing-cash-flow-accounting-navigating-business-partnerships

    Interview with Tommy Cloud, CFP® -President of Third Act Retirement Planning & Qualified Kingdom Advisor

    Play Episode Listen Later May 3, 2022 18:19

    Tommy and his wife Myra have 7 children and attend Johnson Ferry Baptist Church in Marietta. Tommy wants to become more like Christ as he moves thru life's journey towards meeting his Maker. He enjoys spending time with his children and friends, exercise, and eating healthy. Encouraging all those around him to be more like Christ and accomplish more is what he has been told characterize many of his relationships.His #1 business goal is to truly helping people enjoy life without having to worry about what will happen..When people believe and understand Who really owns everything, this can happen. Thomas takes pleasure in guiding his clients as they implement the financial planning strategies that help them become better stewards and meet the financial and life goals God has laid on their hearts. Mr. Cloud's: commitment to operating as a fee only fiduciary practitioner, reducing investment costs, holistic financial planning focus, retirement planning, and Biblical worldview are what separates him from many others in his field.Thomas graduated from The Georgia Institute Of Technology in 1997 with a degree in Business Management and Certificate in Finance. Mr. Cloud is a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® is one of the most respected and hardest designations to obtain in all of the financial services industry.Thomas Cloud, Jr., is also a Qualified Kingdom Advisor. One of the greatest unrecognized and unmet needs in the body of Christ today is the ability to find a financial professional who shares a Biblical perspective on stewardship. Kingdom Advisors' qualification process introduces a new level of qualified Christian financial professionals who are equipped to integrate Biblical counsel with financial counsel. What should I look for in a Qualified Kingdom Advisor?Thomas has passed the NASD series 6, 22, 63, and 65 examinations. Mr. Cloud has a BA in Management and certificate in finance from the Georgia Institute of Technology. Mr. Cloud has passed the state insurance examination as well. He has also earned the Chartered Financial Consultant (ChFC©)designation from the American College. To become a ChFC© Mr. Cloud had to meet experience requirements and pass exams covering finance and investing. The experience requirement is to have at least three years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income taxation, insurance, investment and estate planning. The College for Financial Planning®, located in Denver, awarded Thomas Cloud, Jr., of Marietta, Georgia, the Accredited Asset Management Specialist or AAMS® Professional Designation. Individuals who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS designation. Developed in response to the need for advanced training within investment firms, the Accredited Asset Management Specialist Professional Designation Program offers investment professionals with the precise, hands-on information needed to provide ample, planning-oriented asset management advice. He is also a Certified Senior Advisor (CSA) and Registered Investment Advisor (RIA). To become a Certified Senior Advisor (CSA), he completed a 24-part program of study in the financial, physical, emotional, and personal issues of seniors. Thomas also participated in both the Financial Management Association (FMA) and the investment club while attending Georgia Tech. His investment club was featured on CNNFN because they were an elite college club picking stocks, which outperformed the S&P 500 two years in a row. After college, he worked for First Union National Bank, then Southwick Investments (securities), and Turamali (tangibles and other non securities).Thomas Cloud, Jr. wrote the ebook The Ten Biggest Mistakes Any Investor Makes. Mr. Cloud wrote a monthly financial, economic, and geopolitical article for the prestigious political website Purepolitics.com for years. He also wrote, 2 articles, for Business Reform magazine. Thomas Cloud, Jr.'s articles have also been published by the Christian Ranchman and Spiritual Voice News. Toastmasters International has recognized Thomas G. Cloud, Jr. as a Competent Toastmaster. Mr. Cloud has completed the 12-week Crown Financial Ministries study and also led the study at First Baptist Church Atlanta. Thomas is a professional member of Kingdom Advisors. Mr. Cloud has also spoken about financial planning all over the world, including the Mediterranean Sea. In the winter of 2009 Thomas published a book called Circle of Fellowship that he authored with Robert Inman Ragsdale, III. Circle of Fellowship is a small group discussion guide for men designed to make disciples of Jesus.Learn More: https://thirdactretirement.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tommy-cloud-cfp-president-of-third-act-retirement-planning-qualified-kingdom-advisor

    Interview with Boon Chew Founder of Tappollo

    Play Episode Listen Later May 2, 2022 20:52

    Tappollo is a venture builder that helps startups and market leaders launch their mobile app initiatives.Boon is also an angel investor and advises startup founders globally.Learn More: https://www.tappollo.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-boon-chew-founder-of-tappollo

    Interview with Joshua Sherrard President and CEO of Strategic Navigators Discussing the Rich Man Roth

    Play Episode Listen Later May 2, 2022 18:40

    Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.Learn More: https://www.stratnavinc.com/ The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client's financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.**Savings is not net of cost and fees associated with planning.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-the-rich-man-roth

    Interview with Nick Bour Founder and CEO of Inspire Wealth Launching the Michigan Business Leaders Podcast

    Play Episode Listen Later Apr 29, 2022 22:16

    Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily on the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow.Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their families, as he does, is his life's greatest passion.Learn More: https://inspireyourretirement.com/www.MichiganBusinessLeaders.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-launching-the-michigan-business-leaders-podcast

    Interview with Joshua Sherrard, President and CEO of Strategic Navigators Discussing Guidance on Business Transition

    Play Episode Listen Later Apr 28, 2022 20:44

    Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations, and Sales brings a unique depth to his Business Family Coaching.Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California, and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling, and spending time with his family.Learn More: https://www.stratnavinc.com/ The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client's financial position, business outcomes, or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. The client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. The client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. The client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and the Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.**Savings is not net of cost and fees associated with planning.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-guidance-on-business-transition

    Interview with Don Purcell, CPA, Certified Kingdom Advisor & Founder of Clarity Business Coaching Discussing The 2-Page Business Plan

    Play Episode Listen Later Apr 27, 2022 24:06

    Don's Vision Statement:– To help clients be good stewards of money and possessions.Purpose Statement– To glorify God by serving His PeopleMission Statement– To serve God's people through intelligent and objective advice based on the Truth and Wisdom of God's Word.Purcell explained that “Critical to your vision for your business is an understanding of your why. Sometimes you need to eliminate an area of your business to streamline operations and increase profits.”Purcell feels that identifying core values that balance “aspirational values” with “current values” keeps the proper alignment. Taking a pulse on the company currently to assess where the direction of the company is headed sets the culture for the company.Elements of the 2-Page Business Plan include:• What is the niche?• What is the purpose?• Who is the target market?• Develop the Organizational Chart to deliver value• Develop the “ROCK” Strategy showing where to focus.• Identify the obstacles to overcome.The primary source of new clients for Don is referrals from clients. These referrals have led Don to serve clients in multiple states and countries.Don's commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you're facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.Learn More: https://cbizcoach.co/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-founder-of-clarity-business-coaching-discussing-the-2-page-business-plan

    Interview with Nick Bour Founder and CEO of Inspire Wealth Discussing Retirement & Exit Planning for Business Owners

    Play Episode Listen Later Apr 27, 2022 33:01

    Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow.Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their families, as he does, is his life's greatest passion.Learn More: https://inspireyourretirement.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-retirement-exit-planning-for-business-owners

    Interview with Paul Fokken 401K Expert

    Play Episode Listen Later Apr 25, 2022 20:06

    I help employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). I also help businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helping to reduce plan responsibilitiesLearn More:https://www.fokkenfinancial.comwww.boostyour401k.com Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client's portfolio will match or outperform any particular benchmarkInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-401k-expert

    Interview with Scott Melbye CEO and Director of Uranium Royalty Corp

    Play Episode Listen Later Apr 22, 2022 17:05

    Mr. Melbye has been a director of the Company since April of 2017 and has been the Chief Executive Officer and President of the Company since October 2019. He has over 37 years of experience in the nuclear energy industry and has held leadership positions in various uranium mining companies and industry organizations. Mr. Melbye has served as an Executive Vice President of Uranium Energy Corp. since September of 2014, where he is responsible for uranium marketing and sales and strategic growth objectives. Previously, Mr. Melbye was the Vice President of Commercial at Uranium Participation Corporation (now Sprott Physical Uranium Trust) from 2014 to 2018, and concurrently served as an advisor to the Chairman of Kazatomprom, the national uranium company of Kazakhstan, until March of 2018. Prior to that, Mr. Melbye held the position of Executive Vice President of Marketing at Uranium One Inc. from 2011 to 2014, and, from 1989 to 2010, held various positions at Cameco Corporation, including President of their global marketing subsidiary, Cameco, Inc. Mr. Melbye is currently the President of the Uranium Producers of America and is a past Chair of the Board of Governors of the World Nuclear Fuel Market. He holds a Bachelor of Science Degree in Business Administration from Arizona State University.Learn More: https://www.uraniumroyalty.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-melbye-ceo-and-director-of-uranium-royalty-corp

    Interview with Coach Chris McFarland CEO of Zero Limit Group

    Play Episode Listen Later Apr 22, 2022 22:48

    Chris is a record-setting producer who shows agents how to break through to life-changing success & long-term security with proven appointment setting systems based on eliminating debt to build wealth for everyday Americans. “Coach Chris”, as he is also called also teaches the Infinite Banking Concept (IBC) using the most up-to-date products that can replace and upgrade a regular passbook savings account to a Super Saver account featuring no risk, fees or taxes, ever. He is the owner of the domain Build a Bank Workshops and has over 100 contractor type team members in his agency. He is a recognized and certified debt coach and wealth builder as well as sanctioned financial mentor under Global Renaissance auspices since 1998. Mr. McFarland is a licensed life insurance agent in multiple states across the country and is a pledged fiduciary advisor since April of 2001. His core belief is service leadership and courageous realism. Chief influences are Ray Dalio, Zig Ziglar, Napoleon Hill, Dale Carnegie and the Holy Bible. He has publicly accepted the Giving Pledge.Learn More: https://www.linkedin.com/in/christianmcfarland/719-207-6995Smartmoneychris@gmail.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-coach-chris-mcfarland-ceo-of-zero-limit-group

    Interview With Neena R. Speer Attorney, Author, and Speaker Discussing Her “Trademark That Thursdays” Virtual Summit

    Play Episode Listen Later Apr 22, 2022 20:09

    She has a solo law firm called the Neena R. Speer Law Firm LLC. She is a Founder and Executive Director of her mentoring nonprofit focused on continuous mentorship for all students at all levels K-12 & college, Step 1-2-3 Mentor for Life Initiative that she started her 3L year of law school. Lastly, she is a six-time published author, and her most populatr book is a republished Kindle version of Dear Future Lawyer: An Intimate Survival Guide for the Female Minority Law Student which hit #1 in two different categories in November 2020 earning her the title of Amazon Bestseller. Her passion since she was in eighth grade was to be a criminal defense attorney in her hometown where she grew up: Birmingham, AL. She is living out that dream and speaking for countless organizations including the University of Alabama School of Law, the YMCA, the Black Girl Project, the National HBCU Pre-Law Summit, Black Pre-Law Conference, Northern Illinois University Law School, various other organizations, and her upcoming TEDx Youth Davenport Talk entitled “Diversity Redefined” Spring 2023. She speaks about her experiences as a law student, a black minority in the law field, and her journey past failing her first bar exam. She specializes in Trademarks, Copyrights, Business Formation, Contracts Drafting/Review, Criminal Defense, and ExpungementsLearn More:www.trademarkthatthursdays.comhttps://bit.ly/trademarkthatthursdaysclehttps://anchor.fm/trademark-that-thursdaysInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-neena-r-speer-attorney-author-and-speaker-discussing-her-trademark-that-thursdays-virtual-summit

    Interview with Brock Falconer Regional Director of Sales for dibrokerWest

    Play Episode Listen Later Apr 21, 2022 18:42

    Since being introduced into the market in 2007, I've been a highly motivated advocate for the Income Protection/DI market. People too often assume they will continue to collect a paycheck, never thinking this is something they should insure. Outside of my goals in the DI space, I enjoy spending time with my wife of 17 years, my 14-year-old daughter, and enjoying life with friends and in the outdoors as much as possible!Learn More: https://dibrokerwest.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brock-falconer-regional-director-of-sales-for-dibrokerwest

    Interview with Kaitlyn Carlson Founder & CEO of Theory Planning Partners

    Play Episode Listen Later Apr 19, 2022 19:30

    Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.Learn More: https://theoryplanning.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-carlson-founder-ceo-of-theory-planning-partners

    Interview With Carol Sanford Founder and Designer of The Regenerative Business Development Community

    Play Episode Listen Later Apr 18, 2022 22:22

    Carol is a consistently positive contrarian working side by side with Fortune 500 and new paradigm executive teams in designing and leading systemic business change and work design. Through her university and in-house educational offerings, global speaking platforms, multi-award-winning books, business and human development work, Carol works to disrupt old paradigm thinking. The effect is revealing the possibility to change the nature of work through developing people and work systems that ignite motivation everywhere. The result is vital and viable organizations, social and planetary process and meaningful live of all involved. And a citizenry with critical thinking skills and personal self-managing capacity. Good for democracy!Carol is a founder and leader of The Regenerative Business Development Community, with lifetime members of almost 500, meeting in locations around the world and online with leaders from multiple companies at a time, learning together in bi-quarterly events as well as an Annual Regenerative Business Summit, Carol is also a founder and leader of The Regenerative Change Agent Development Community, with member and events in three regions- Americas, EMEA, Deep Pacific with over 50 events a year in person and online with regenerative change agents learning about and creating change together. Special events on life partnering and multi-family parenting roles.Carol is the author of six best-selling books including her latest books— “Indirect Work: A Regenerative Change Theory for Business, Communities, Institutions, and Humans” and “The Regenerative Life: Transform any organization, our society, and your destiny.” She is producer and storyteller of her three podcasts including Business Second Opinion. And Regenerative Life Hacks on YouTubeLearn More: http://www.carolsanford.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-carol-sanford-founder-and-designer-of-the-regenerative-business-development-community

    Interview with John Medina Founder of John Medina Buys Houses

    Play Episode Listen Later Apr 15, 2022 18:19

    I have been married to my wife Yvette for 15 years and we have an 13 year son named Christian. When Yvette and I are not working, we spend as much time as possible with our family and friends, who are lucky enough to live close by. John enjoys fishing and skiing. We enjoy camping as a family and spending time outdoors. As an active member in his church and community, John loves spending time volunteering and helping others.Learn More: https://www.johnmedinabuyshouses.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-medina-founder-of-john-medina-buys-houses

    Conscious Capitalism Interview with Jeff Risley Chief Growth Officer at Saxum

    Play Episode Listen Later Apr 15, 2022 21:03

    Saxum is an issues-obsessed agency delivering strategic campaigns and digital solutions for a changing world. The team at Saxum is unapologetically committed to a better world, and Jeff loves nothing more than helping business audiences make meaningful change within their own organizations through smart and efficient investments in smart marketing strategies and new technologies.With 30 years of experience in marketing, business development, strategy, consulting, sales, organizational growth, project management and relationship building, Jeff's presence at Saxum helps convert instincts into intentions and data into decisions. With an MBA from Benedictine College and a Bachelor's degree in journalism from the University of Kansas, Jeff is a Kansan at heart but has built his reputation in leadership at marketing, engineering and energy firms in Washington, D.C., Chicago and Kansas City. Now, Jeff leads Saxum's efforts to strategically grow its business across the United States.Learn More: https://saxum.com/ | https://bold.saxum.com/revenuemarketingInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/conscious-capitalism-interview-with-jeff-risley-chief-growth-officer-at-saxum

    Interview with Cathy Miron Data Protection, Cybersecurity Expert and CEO of eSilo

    Play Episode Listen Later Apr 14, 2022 18:50

    Cathy helps businesses protect their reputation and restore operations quickly after IT systems fail or are hacked.Most businesses are not prepared for the day when their IT systems are down, or their data is corrupted and lost. Cyberattacks have nearly tripled in the past year. This has left many leaders feeling helpless and worried they're not doing enough to protect their business and assets.Cathy addresses this by bringing over a decade of Fortune 50 leadership experience to her clients. Her strategies help clients avoid data loss and downtime, and take practical, actionable steps to disaster-proof their businesses.Outside of eSilo, Cathy is a speaker, trainer, and SCORE certified small business mentor.She also serves on the Board and Advisory Committees of multiple organizations committed to improving equal access to tech and education in South Florida.Learn More: https://www.esilo.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-cathy-miron-data-protection-cybersecurity-expert-and-ceo-of-esilo

    Interview with Mark Yegge the Wealth Architect

    Play Episode Listen Later Apr 14, 2022 24:09

    Mark has spent his entire life learning and teaching people about wealth and the importance of a success mindset.He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company– the company that ushered in after-hours trading. He then “retired” at the age of 39, but not before growing the company from nothing to a $30-million dollar enterprise.Along the way, he garnered awards as Small Business of the Year, the Florida 100, and the Inc Magazine Fast 500 – recognizing the fastest-growing companies in America.Personally, he was recognized twice by Deloitte as an Entrepreneur of the Year finalist.In addition to his achievements in business, Mark has authored books and courses including: Hacking Money, The Cash Flow Machine,Negotiate To Win-Win, The Secrets of Business, and others.Today, Mark manages several investment funds, is a Wealth Architect for 7- and 8-figure investors and provides wealth education through hislearning ecosystemLearn More: https://go.destinycreation.com/influentialInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mark-yegge-the-wealth-architect

    Interview with Charles Walt Wilson Founder of Private Pension by Design

    Play Episode Listen Later Apr 13, 2022 22:38

    Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees.Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years in the financial services industry.Learn More: https://www.privatepensionbydesign.com/https://waltwilson360.com/Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax adviceInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-founder-of-private-pension-by-design

    Interview with Lewis Schiff Executive Director of Moonshots & Moneymakers

    Play Episode Listen Later Apr 13, 2022 18:42

    Creator of Fellowship Week, the entrepreneur school for Inc. 5000 and other owners of fast-growth entrepreneurs and the Chairman of Birthing of Giants: The Oxford Innovation Conference for American Entrepreneurs.Lewis is also the author of the best-selling book, Business Brilliant, which focuses on the wealthcreating behaviors and attitudes for the new economy (Harper Collins 2013) and features in-depth profiles of of entrepreneurial greats such Richard Branson and Steve Jobs. His other books are The Armchair Millionaire, The Middle-Class Millionaire and The First Habit.After selling 2 businesses (Armchair Millionaire and MainStreet.com) to publicly-traded companies,Lewis founded Inc. Magazine's Business Owners Council in 2010, a membership organization for Inc. 5000 honorees. Presenters included: Former U.S. Treasury Secretary, Hank Paulson, Howard Schultz of Starbucks, John Mackey of Whole Foods, Danny Meyer of Shake Shack, Kip Tindell of The Container Store, Deepak Chopra, and others.Today, Lewis has partnered with other education entrepreneurs to reinvent college by transforming a 157 year old university—a “Moneymaker”—into a Moonshot, an EdTech platform called Perfect EDU.Learn More-https://birthingofgiants.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-lewis-schiff-executive-director-of-moonshots-moneymakers

    Interview with Ty Brady Owner of Brady Insurance Marketing

    Play Episode Listen Later Apr 8, 2022 20:08

    After being forced out of his career in construction, in the crash of 2008, Ty Brady started over and began his career specializing in helping individuals with their Medicare needs.He started Brady Insurance Marketing in 2012 and has since expanded into 44 states. Ty assists in recruiting and training over 3000 agents nationwide.He is extremely passionate about his business and is blazing the trail as one of the top FMO in the country.Ty is devoted to his “Fantastic 4”; family, faith, financial freedom and free time. He has impacted thousands of agents and agency owners and assisted them to achieve their own personal level of success.He has been a key part in helping agency owners and agents achieve a 6 or 7 figure residual income. Ty truly believes that this is the greatest business of all time.Learn More: https://bradyinsurancemarketing.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ty-brady-owner-of-brady-insurance-marketing

    Interview with Nick Bour Founder and CEO of Inspire Wealth Discussing His Wealth Management Formula

    Play Episode Listen Later Apr 8, 2022 26:59

    Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow.Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life's greatest passion.Learn More: https://inspireyourretirement.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-his-wealth-management-formula

    Interview with Kevin Volz CEO of Badger Insurance Advisors

    Play Episode Listen Later Apr 7, 2022 18:05

    The year was 1992, and Kevin Volz, a recent graduate of the University of Wisconsin (Badgers), got his start in the financial services arena. Over the years, his practice transformed from investment advising to planning, to incorporating in-depth insurance analysis for clients. Today, Kevin takes his knowledge of risk management strategies and provides one-on-one guidance for all personal insurance needs.Having lived in many parts of the United States, Kevin has called Denver, Colorado home since 2001. With a passion for golf, Kevin gives back to the community as a local high school golf coach. When not analyzing insurance declaration pages, he enjoys spending time with his daughter Gillian, wife Barb, and their yellow lab Shelbert.Learn More: https://badgerinsuranceadvisors.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kevin-volz-ceo-of-badger-insurance-advisors

    Interview with Drexwell Seymour Certified Public Accountant & Author of Rise Up And Take Your Position

    Play Episode Listen Later Apr 7, 2022 17:55

    He has been practicing accounting since 1991 after graduating with an MBA in Finance. However, he has discovered his passion and purpose in life about 4 years ago which is to encourage, inspire and influence others. He fulfils this purpose through his weekly writings, his Youtube channel and the host of a Financial talk show. He also recently published a book called Rise Up and Take Your Position which is available on Amazon. Prior to 4 years ago, Drexwell suffered from inferiority complex. Fortunately he has overcome that and is now encouraging others to stand up, be confident and pursue their purposeLearn More: http://www.drexwellseymour.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-drexwell-seymour-certified-public-accountant-author-of-rise-up-and-take-your-position

    Interview With David Garofalo CEO of Gold Royalty Corp

    Play Episode Listen Later Mar 30, 2022 17:14

    Mr. Garofalo has served as Chief Executive Officer, President and Chairman of the board of directors of the Company since August 2020. Mr. Garofalo has worked in various leadership capacities in the natural resources sector over the last 30 years. Prior to joining the Company, he served as President, Chief Executive Officer and a director of Goldcorp Inc., a gold production company headquartered in Vancouver, until its sale to Newmont Corporation in April 2019. Prior to that, he served as President, Chief Executive Officer and a director of Hudbay Minerals Inc. from 2010 to 2015, where he presided over that company's emergence as a leading metals producer. Previously, he held various senior executive positions with mining companies, including Senior Vice President, Finance and Chief Financial Officer and a director of Agnico-Eagle Limited from 1998 to 2010 and as treasurer and other various finance roles with Inmet Mining Corporation from 1990 to 1998. He was named Mining Person of the Year by The Northern Miner in 2012 and Canada's Chief Financial Officer of the Year by Financial Executives International Canada in 2009. He holds a Bachelor of Commerce from the University of Toronto and is a Fellow of the Chartered Professional Accountants in Canada and a Certified Director of the Institute of Corporate Directors. He also serves on the board of directors of the Vancouver Board of Trade and the Vancouver Symphony Orchestra.Learn More: https://goldroyalty.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-garofalo-ceo-of-gold-royalty-corp

    Interview With Kevin Coffey CEO of Complete Spectrum Financial Services Discussing His Unique Donation Fundraiser Program

    Play Episode Listen Later Mar 29, 2022 19:07

    Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company's stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child's college education with as little out-of-pocket money as possible? At what age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?Learn More:(303) 922-4309https://www.complete-spectrum.com Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-ceo-of-complete-spectrum-financial-services-discussing-his-unique-donation-fundraiser-program

    Interview With Greg Gelineau Executive Vice President at American Senior Benefits

    Play Episode Listen Later Mar 25, 2022 19:53

    37-years of Executive level leadership experience. I have successfully built and led three Financial service branches to record setting results. I have been a public key speaker at many national events. Received prestigious Diamond and Platinum awards from GAMA for General Agency Leadership. Qualified as the #1 Assoc.Regional Director in America 3 consecutive years, as well as Executive Council member for 10-consecutive years. Dean of East coast Agent Bankers University. Exemplary Leadership experience and skills that allow me to collaborate and drive field as well as H.O. results toward any companies vision.Specialties: Gaining, training, and driving radical growth in all sales organizations. Specializing in Leadership development, growing people and organizations, personally, professionally and financially. Nationally inspiring public speaker and trainer on Leadership, systems and drivers, as well as expectations and accountability in sales organizations.Teaching Managers how to become great leaders, and gain, train, and maintain dynamic sales teams.Learn More: https://americanseniorbenefits.com/what-sets-us-apart/the-asb-experience/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-greg-gelineau-executive-vice-president-at-american-senior-benefits

    Interview with Pete Piranio Founder of the EmpirePreneur Fitness Business Operating System

    Play Episode Listen Later Mar 25, 2022 24:19

    Pete has been involved with successfully growing and scaling a businesses for over 20 years. In a the fitness industry and business model where most who attempted to truly scale- failed. He built a multi-state, multi-location, and multi-million dollar personal training business with 5 locations and 12 franchise partners. He's help a franchise grow from 10 locations to 400 and work behind the scenes with professional athletes launching brands and franchises. This gives him a significant body of experience to pull from. He has been involved with numerous businesses in a variety of industries and worked with a variety of leadership positions, whether that's a unit manager, multi-unit leader, owner, franchisee or franchise executive. This has put him in a unique position to be able to see – and identify – the commonalities of what makes some businesses WORK, and others NOT. These “golden threads” have allowed him to distill these fundamental business success principles into proprietary frameworks, systems, tools, services, and business models that he has been perfecting over the years.Today he's on a mission to help other fitness business owners and entrepreneurs start, grow, and scale successful businesses by closing the gap between technical expert and business expert. He helps owners make starting businesses more attainable, running them easier, growing faster, and help entrepreneurs build fitness businesses not reliant on them without sacrificing growth. He does this with EmpirePreneur's Fitness Business Operating System. A plug and play operating system and coaching program to help fitness business owners build business that run without them in 12 months or less. FBOS is a complete franchise system without the franchise.Learn More: https://www.empirepreneur.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pete-piranio-founder-of-the-empirepreneur-fitness-business-operating-system

    Interview with Don Purcell, CPA, Certified Kingdom Advisor with Clarity Business Coaching Discussing the Benefits of a Business Advisor

    Play Episode Listen Later Mar 25, 2022 24:16

    Don's Vision Statement:To help clients be good stewards over money and possessions.Purpose StatementTo glorify God by serving His PeopleMission StatementTo serve God's people through intelligent and objective advice based on the Truth and Wisdom of God's Word.Experience– Don has over 25 years of experience in the financial services industry.– Staff auditor for the accounting firm of KMPG Peat Marwick.– First ever Controller for the law firm of Akerman (a top 100 US law firm)– Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.– Registered Representative, 1995 –– Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management in 2004.– Member American Institute of Certified Public AccountantsCity of Winter Springs, FLo Bicycle/Pedestrian Advisory Committee (2013 – 2014)– Treasurer, MulliganLife – a Florida non-profit ministry (2011)– Chairman, True North Foundation (2009-10)– Board of directors for the Oviedo Chamber of Commerce (1993)– Board of directors for the Maitland Chamber of Commerce (1995)– Treasurer, Inverness Golf & Country Club 2020 Awards, Honors, and Achievements– Presidential Award of Appreciation from the Orlando Jaycees (1988)– Mutual of New York (MONY): – New Associate of the Year (The MONY Group, Orlando-1996)– Million Dollar Round Table – Court of the Table (2005) – Top of the Table (2006)– FIVE STAR Wealth Manager (2011)Education, Certificates– Drake University B.S.B.A (Accounting-1981)– Post Baccalaureate studies at Harvard University (2003-09)– Certified Public Accountant (CPA)– Personal Financial Specialist (PFS)– Accredited Tax Planning Specialist (1996) Services– Serving client in multiple states for over 35 years in areas such as:– Business Coaching / Financial & Business Planning / Executive Planning ServicesThe primary source of new clients for Don are referrals from clients. These referrals have led Don to serve clients in multiple states and countries.Don's commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you're facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.Learn More: https://cbizcoach.co/1-800-344-1272Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-with-clarity-business-coaching-discussing-the-benefits-of-a-business-advisor

    Interview with LM Stamper Managing Director with Evermore Wealth Discussing How Women Can Grow Money Tax Free

    Play Episode Listen Later Mar 23, 2022 26:14

    LM Stamper helps women over 40 to retire early, keep the same lifestyle, and not run out of money through his SGD™️ Process.Over the past 10 years, he's helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).LM Stamper's (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that's easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He's thankful to have seen what the world has to offer and now proudly makes Texas his home.Learn More: https://lmstamper.com/ Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-how-women-can-grow-money-tax-free

    Interview with Eric Holsapple Founder of Living In The Gap

    Play Episode Listen Later Mar 23, 2022 24:27

    Holsapple is a successful developer and entrepreneur who has used mindfulness to transform his life and business and helps others to do the same. Eric has a PhD in Economics, has been a real estate CEO and developer for nearly 40 years, lectured real estate at Colorado State University for 20 years, and practiced yoga and meditation for 30 years. Holsapple has a unique perspective on how merging business and mindfulness can be a catalyst in changing lives. Eric is the Founder of Living In The Gap. His popular workshops teach CEOs and professionals a different way to operateLearn More: https://livinginthegap.org/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-holsapple-founder-of-living-in-the-gap

    Interview with Barry Rutten, CFP® Co-Founder and Managing Partner of WealthDefense Financial Advisors

    Play Episode Listen Later Mar 22, 2022 25:43

    An admitted industry “contrarian” who is wary and often critical of conventional financial wisdom, is the Co-Founder and Managing Partner of WealthDefense Financial Advisors, which focuses on the unique needs and goals of business owners, high-income professionals, upwardly mobile families, real estate investors, and those entering or already in retirement.With over 35 years of experience as a Certified Financial Planner, Barry has developed and refined a proprietary process for creating collaborative and cooperative financial and retirement planning engagements with clients.Barry has owned and operated several financial planning and investment advisory firms and served as the Director of Financial Services and Director of Charitable Trust Planning for a major bank located in the Pacific Northwest.Outside of work, Barry is a boating enthusiast who can often be found on the waters of Lake Washington, Puget Sound, and the Salish Sea. He resides in Kirkland, Washington with his wife Colleen and enjoys hiking and weight lifting, traveling, chasing new “first” experiences and he is always striving to catch the perfect sunset picture.Learn More www.WealthDefenseGroup.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-barry-rutten-cfp-co-founder-and-managing-partner-of-wealthdefense-financial-advisors

    Interview With Troy Thompson CEO & Founder of Virtual Insurance Tools

    Play Episode Listen Later Mar 22, 2022 21:47

    Troy is responsible for helping agents tap into the online buyers' market for life insurance, final expense and Medicare supplements.He also assists his company with developing new technology for consumer-facing online buyers.Troy started his insurance career in 1998 as an independent insurance agent focusing on long-term care and later built a brokerage agency.Troy started developing technology for the insurance industry in 2014 and works with IMO's, BGA's and independent insurance agents across the US.Troy attended Iowa State University. He enjoys spending time with his family and frequently competes in ultra-endurance sports such as running, swimming and IronMan.Learn More: https://www.virtualinsurancetools.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-troy-thompson-ceo-founder-of-virtual-insurance-tools

    Interview with Melissa Houston Founder of The Fractional CFO Agency

    Play Episode Listen Later Mar 21, 2022 18:57

    Melissa is a columnist at Forbes.com, and the host of The Business Society podcast.A licensed Chartered Professional Accountant (CPA), she's a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue so that they keep moremoney in their pocket while increasing their wealth.Melissa's seen the bottom and climbed her way back up; she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate &personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it.Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams.When Melissa isn't helping entrepreneurs become better CEO's of their business, she can be found at the cottage with her husband Jamie, two teen children, and two dogs.Learn More: https://www.melissahoustoncpa.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-melissa-houston-founder-of-the-fractional-cfo-agency

    Interview with Joe Lukacs – Expert in Mastermind Groups for Financial Advisors

    Play Episode Listen Later Mar 20, 2022 28:36

    I am one of the most experienced coaches for financial advisors with over 28 years and over 55,000 individual coaching sessions during that time. You can see why many of my clients have endorsed me and my resultsLearn More: https://www.coachjoe.guru/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-joe-lukacs-expert-in-mastermind-groups-for-financial-advisors

    Interview With Jeremy Booze Digital Strategist at Elite Advisors Media Group

    Play Episode Listen Later Mar 18, 2022 22:39

    Self taught via the institute of Google Search, Jeremy has been involved with all things digital for 6 years now.Experienced in web design, social media advertising, Local SEO, video production, content writing, lead generation strategy, and sales funnel processes, Jeremy considers him self a jack of all trades.When it comes to SEO he is proud to have a track record of achieving visibility for businesses within the top 3 spots of the local search pack, resulting in a dramatic increase of sales opportunities for the client.Additionally, for the past 2.5 years he has been a pivotal team member assisting in the development of a comprehensive marketing platform focused on serving financial and insurance professionals.Featuring programs for lead generation, brand awareness, prospect qualification, and client nurturing, he helps industry professionals simplify their marketing mix.Focused on a sales funnel strategy he believes that there is opportunity to be harnessed when it comes to brand strength, top of mind awareness, and the volume of leads produced.All of which he believes are one of many key pieces to long term client acquisition success.Learn More: https://www.eliteamg.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremy-booze-digital-strategist-at-elite-advisors-media-group

    Interview with Michael Wright with Trailstone Insurance Group-What to Expect from Your Independent Agent When Making Claims

    Play Episode Listen Later Mar 18, 2022 18:10

    I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to offer and it was truly a blessing to grow up on the Front Range. The move to Colorado led to many great life experiences.I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/Cell: 720-441-0488Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-wright-with-trailstone-insurance-group-what-to-expect-from-your-independent-agent-when-making-claims

    Interview with Steven Clausnitzer Founder of Forever Labs

    Play Episode Listen Later Mar 18, 2022 21:32

    Prior to Forever Labs, Steven Clausnitzer spent 15 years mentoring and developing top-talent at fortune 500 companies including American Express and Wolters Kluwer.Steven has extensive experience in strategic growth, commercialization, and team leadership. He has raised over $8MM for Forever Labs, growing into 20 markets and filing several patents.Learn More https://foreverlabs.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-clausnitzer-founder-of-forever-labs

    Interview with Nick Bour Founder and CEO of Inspire Wealth

    Play Episode Listen Later Mar 18, 2022 24:56

    Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow.Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life's greatest passion.Learn More: https://inspireyourretirement.com/Podcast show: https://inspirewealthradio.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth

    Interview with Andy Turner Owner of Turner Financial- Premier Hybrid IMO

    Play Episode Listen Later Mar 15, 2022 22:36

    Andy has 20 plus years of experience with Financial and Retirement planning.Andy has owned Turner Financial as a platform for clients and the agents he works with to help with education in this space. Andy has over a thousand clients who trust him as their retirement planner.Acting as an IMO owner Andy has recruited over 2500 agents in his time in that space.Andy has been married for 17 years and has 4 daughters and one granddaughter. When he's not taxiing his kids to ball games and dance recitals, he tries to play golf as much as he can.Learn More: https://turnerfinancial.biz/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andy-turner-owner-of-turner-financial-premier-hybrid-imo

    Interview with Nik Tsoukales CEO & Chief Marketing Strategist at Realtop, a full service search engine marketing agency

    Play Episode Listen Later Mar 14, 2022 18:57

    Nik started his sales and marketing career at the age of 18 as the youngest producing real estate agent in the city of Boston. After some very quick success, he took his sales and marketing talent to the mortgage industry.He was awarded as a top mortgage executive in his rookie year placing him in the top 1% of mortgage executives before he turned 21.He then continued his career re-building failing call centers in that space and managing more than $200k a month in advertising spend.He then started his own financial services sales and marketing company in 2008 where he boot-strapped his company to more than 3 INC 5000 awards for fast-growing private companies in the United States and more than $50 million in revenue.Nik loves working with top entrepreneurs and named his marketing agency REALTOP to emphasize his “No piker” policy when working with clients. It's “dominate” or nothing at all for this clients!Learn More: https://www.realtop.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nik-tsoukales-ceo-chief-marketing-strategist-at-realtop-a-full-service-search-engine-marketing-agency

    Interview with Jim Crider CEO of Intentional Living FP

    Play Episode Listen Later Mar 10, 2022 22:05

    Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they've accumulated over decades. While I cherish each client I've served, I came to find the clients I enjoy most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell every client I work with is that my role is to guide— to live where my clients' lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want.When I'm not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.Learn More: https://www.intentionallivingfp.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jim-crider-ceo-of-intentional-living-fp

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