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


    • Nov 23, 2021 LATEST EPISODE
    • weekdays NEW EPISODES
    • 22m AVG DURATION
    • 976 EPISODES


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    Latest episodes from Influential Entrepreneurs with Mike Saunders, MBA

    Interview with Brad Swineheart, SVP of Channel Marketing & Business Development at White Glove Helping Financial Advisors Grow Their Botto

    Play Episode Listen Later Nov 23, 2021 24:15

    Speaker, NASDAQ Contributing Author and Podcast HostBrad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers.His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions.In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada.He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove.Brad is committed to helping advisors grow their bottom lines. He has years of experience helping advisors succeed with in-person seminars, virtual efforts and creating meaningful digital touch points with their clients and prospects via social media and email.Learn More: https://whiteglove.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brad-swineheart-svp-of-channel-marketing-business-development-at-white-glove-helping-financial-advisors-grow-their-bottom-line

    Interview with David Ciccarelli CEO of Voices-The World's #1 Audio Services Marketplace

    Play Episode Listen Later Nov 23, 2021 19:56

    David Ciccarelli is an entrepreneur at heart. For the last decade, David, with the help of his team, has grown Voices from the ground up to become the leader in the voice-over industry. More recently, he has led the charge through Voices' transition from a voice-over platform to a creative services marketplace, newly adding translation, audio production, and music composition to the services offered on www.voices.com. As Chief Executive Officer, David is responsible for setting the vision, executing the growth strategy, creating a vibrant culture, and managing the company on a day-to-day basis. He is frequently published in outlets such as The Globe & Mail, Forbes, and The Wall Street Journal.https://www.voices.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-ciccarelli-ceo-of-voices-the-worlds-1-audio-services-marketplace

    forbes voices services wall street journal marketplace chief executive officer globe mail mike saunders david ciccarelli influential influencers cominfluential influencers mike saundershttps
    Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Putting Your Financial

    Play Episode Listen Later Nov 18, 2021 22:37

    Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.Learn More: https://www.pinnaclewm.com/ Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management's web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management's current written disclosure statement discussing Pinnacle Wealth Management's business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordinglyInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order

    Interview with Don Purcell, CPA, Certified Kingdom Advisor, and and Founder of Clarity Business Coaching

    Play Episode Listen Later Nov 16, 2021 22:16

    I've been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances.Professional ExperienceStaff auditor for the accounting firm of KMPG Peat Marwick.First ever Controller for the law firm Akerman, a top 100 law firm in the US.Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management. Achieved top 1% production levels in the industry.Volunteer ExperienceTreasurer, Inverness Golf and Country ClubCalvary Church of Inverness – Coached the youth ministry team to focus on their quarterly priorities and to streamline the organizational structure for volunteers.Former Treasurer, MulliganLife – a Florida non-profit ministryFormer Chairman, True North Foundation – helped them organize a planned giving committeeLearn 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-and-and-founder-of-clarity-business-coaching

    Interview with Bill Cates, Founder of The Cates Academy for Relationship Marketing™ & Author of “Radical Relevance”

    Play Episode Listen Later Nov 16, 2021 24:00


    For over 25 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients.Thousands of financial advisors are using Bill's Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value.Before starting his current business, Bill built and sold two successful book publishing companies. Bill is also the founding member and leader of the Million Dollar Speakers Group. In 2010, Bill was inducted into the prestigious Professional Speakers Hall of Fame (with such members as Ronald Reagan and Colin Powell).A highly sought-after international speaker, Bill Cates has spoken for the Million Dollar Round Table six times, including the main platform in the United States, Korea, Malaysia, Australia, and India.Bill is currently coaching some of our industries highest performing advisors. Bill helped one of his clients go from $300M in AUM to over $1B in AUM in 7 years.Bill is also somewhat of an adventurer. He has trekked through the Himalayas of Nepal and the Andes of Peru. He has lived on a houseboat in Kashmir, India, climbed Machu Pichu, reached the summit of Mt. Kilimanjaro, camped in Arctic Circle… and Bill has toured the country as the drummer in a rock and roll band.Learn More:https://referralcoach.com/https://referralcoach.com/top-advisor-podcast-bill-cates/https:/www.RadicalRelevanceBook.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bill-cates-founder-of-the-cates-academy-for-relationship-marketing-author-of-radical-relevance


    Interview with LaDondra Hervey Author, Keynote Speaker, Certified Belief Therapist and Certified Business Coach

    Play Episode Listen Later Nov 15, 2021 16:02

    LaDondra Hervey is an Award Winning Author, Keynote Speaker, Certified Belief Therapist and Certified Business Coach who empowers women to create richly rewarding businesses rooted in Jesus Christ. Using proven strategies, she helps women overcome the barriers that keep them disconnected from the calling on their lives in her faith based business community. As a result of her work, women discover their worth, increase their income, and create sustainable businesses that support their vision. She believes dreams are manifested through grace, alignment, and intentional action. LaDondra is passionate about uplifting and growing others.Learn More: https://ladondrahervey.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ladondra-hervey-author-keynote-speaker-certified-belief-therapist-and-certified-business-coach

    Interview with Olivia Summerhill Divorce Financial Consultant with The Summerhill Firm

    Play Episode Listen Later Nov 15, 2021 19:16

    Olivia Summerhill is a Divorce Financial Consultant who discreetly helps affluent women maintain their lifestyle during and post-divorce.Learn More: https://www.summerhillfirm.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-olivia-summerhill-divorce-financial-consultant-with-the-summerhill-firm

    Interview with David DeCelle President of Model FA – On a Mission to Serve Thousands of Financial Advisors Worldwide.

    Play Episode Listen Later Nov 12, 2021 22:15

    David is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals.Learn More: http://www.modelfa.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-decelle-president-of-model-fa-on-a-mission-to-serve-thousands-of-financial-advisors-worldwide

    Interview with Goran Milic with Tesla Wealth Management Discussing Financial and Retirement Literacy Focused on Social Security

    Play Episode Listen Later Nov 12, 2021 18:57

    Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he's a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He's an actuary by trade, and actuaries are creators of all types of insurance, annuities, pension funds, and other financial products.Goran was always passionate about crunching numbers and explaining math to his non-math friends and family. Throughout his schooling, he has discovered his special gift in his ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. In addition, he loves to tackle complex financial topics and break them down for a layperson to understand.While working for a large national firm years ago, Goran realized that a vast amount of the advice given to clients was not aligned with their best interests. So he joined TWM with the conviction that while every client's situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for their team at TWM.As far as Goran's education goes, he has a Bachelor's degree in Actuarial Science from Roosevelt University. He's also maintaining his Life and Health producer license and the CLTC designation, a certification for Long-Term Care insurance.When he doesn't work, Goran loves to spend time with his wife and their two children, enjoying nature and an outdoorsy lifestyle. Learn More: https://teslawm.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-goran-milic-with-tesla-wealth-management-discussing-financial-and-retirement-literacy-focused-on-social-security

    Interview with Natalie Grassi Financial Advisor Development Consultant at Simplicity Scottsdale

    Play Episode Listen Later Nov 11, 2021 22:03

    Natalie specializes in helping advisors overcome common challenges in their business and reach their goals more quickly.She is experienced in creating marketing plans for top producers and coaches on best practices for delivering seminars and effectively converting clients.Learn More: https://www.simplicityscottsdale.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-natalie-grassi-financial-advisor-development-consultant-at-simplicity-scottsdale

    Interview with Greg Hiebert & Dennis O'Neil Partners at leadershipForward & Authors of the Bestselling Book “Changing Altitude”

    Play Episode Listen Later Nov 10, 2021 22:07

    Changing Altitude: How to Soar in Your New Leadership Rolehttps://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/Greg has over 39 years of practicing, studying, teaching and coaching leadership in the public and private sectors at all levels of leadership to include Boards. Following his deep passion for teaching and coaching leadership, Greg started his own consulting company “leadershipForward” in 2002 where he serves as Managing Partner today. The mission is to provide clients with results-focused leadership, education, and development solutions at the senior executive and operational leadership levels.Over the past 18 years at leadershipForward, Greg and his firm have provided executive and team coaching and development to thousands of executives and hundreds of companies in the private, public and non-profit sectors. Additionally, Greg has become a national speaker and expert on building resilience, greater agility and posttraumatic growth. In 2018 Greg released an Amazon Best Seller entitled, “You Can't Give What You Don't Have: Creating the 7 Habits that Make a Remarkable Life”.In 1981 upon graduation from the United States Military Academy, Greg served in a host of elite Army units to include two assignments with the 82nd Airborne Division where he served as an infantry unit commander and Battalion primary staff officer. Based upon his leadership academic performance, he was selected to teach leadership and organizational change at the United States Military Academy where he earned the highest educator ratings for teacher excellence and selected as the only non-tenured faculty member to teach the Academy's graduate program on leadership and organizational change while serving as the Program Director for the Academy's core leadership course.In 1993, McKinsey & Company, a global strategic consulting firm, recruited Greg to continue his focus on issues of leadership and organizational change in the private sector. BellSouth Telecommunications, a McKinsey Client, recruited Greg to form an internal strategic consulting and organizational transformation group. As a key operational and strategic executive, he led several large-scale organizational change initiatives to include the creation of a $4 billion Small Business unit that included 22 call centers and 2,200 employees serving 1.5 million customers.In 1998 Greg was recruited away by a start-up competitor to serve as Vice President of Operations where he led a team of network and software engineers that developed and delivered e-business and Internet integration solutions to clients.In 2000 Greg joined a global executive search firm, Egon Zehnder International, and provided human capital consulting services to clients consisting of senior executive search and assessment, succession planning, leadership development, and organizational effectiveness. In 3 years he conducted over 50 searches at the “C” level serving several Fortune 100 clients. He also implemented several large-scale senior executive assessment projects that provided client CEOs and their Boards with an in-depth assessment of their organization's senior leadership supply.On a personal front, Greg's father was a career Army Officer serving including being a Green Beret. Greg was the 2nd of 6 children and all served in the U.S. military. When one of his brothers retired in 2016 it marked the end of 117 years of his family's active duty service to the United States. Greg has been married for 39 years to Claudia, a Pediatric Nurse. They have four children, three grandchildren and reside in Atlanta, Georgia.Dennis O'Neil:EXECUTIVE / LEADERSHIP CONSULTANTDr. Dennis O'Neil is a prominent thought leader, speaker and subject matter expert on executive coaching and leadership development. He has over 25 years of practical leadership experience at the highest levels of Fortune 500 Companies, the White House, the military, and academia as a full Professor of Strategic Leadership. He has been a trusted executive and advisor providing strategic and analytical guidance to public and non-profit boards, CEOs,senior government and military officials, and multi-national operations. An accomplished executive coach and leadership development expert, Dennis' speaking and training methods inspire individuals and teams to deliver top-tier performances through one-on-one coaching and team engagements.He has over 25+ years practical leadership experience in public, private and academic sectors where he has been a trusted advisor providing strategic and analytical guidance to public company boards, CEO's, and Pentagon Chiefs of Staff.Dennis earned his PhD in Psychology at Duke University, where his emphasis was on personality and character strength predictors of leadership effectiveness. He also was adjunct professor at Duke's Corporate Education program; and served as Assistant Professor and led the Department of Behavioral Sciences and Leadership at the U.S. Military Academy, West Point, NY.Most recently, O'Neil served as an executive at Alcoa / Arconic Inc., a global leader in lightweight metals technology, engineering and manufacturing. Directly advising the Chairman and CEO, as well as Alcoa business and resource units, he provided strategic advice, guidance, coordination and oversight during the founding of Arconic.He joined Alcoa / Arconic from the Eisenhower School for National and Resource Strategy at the National Defense University, Washington, DC, where he was a Professor of Behavioral Sciences. He served as the Director of Strategic Leadership, Director of the Executive Assessment and Development Program, and Director of the Adaptive and Agile Leaders Networks concentration.Previously, O'Neil served in the White House for the National Security Division, Office of Management and Budget, Executive Office of the President overseeing more than $10 billion in discretionary outlays. He was also the Executive Director of the White House Performance Improvement Council responsible for implementing the President's approach to improving interagency performance and accountability.As a career Army officer, O'Neil served in strategic roles directly supporting the highest levels of Pentagon leadership, including three Chiefs of Staff of the Army. Earlier, his career included experience as an armor officer and Army strategist including combat tours in both Afghanistan and Iraq. He was a faculty member at the U.S. Military Academy at West Point and the U.S. Army Command and General Staff College.Dennis holds a Ph.D. and M.A. in Psychology from Duke University and a B.S. in Management from the U.S. Military Academy at West Point. He resides with his family in the Washington, DC area.Learn More: https://leadershipforward.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-greg-hiebert-dennis-oneil-partners-at-leadershipforward-authors-of-the-bestselling-book-changing-altitude

    Interview with Ryan Kugler Owner & President of Plan B Distribution

    Play Episode Listen Later Nov 10, 2021 17:49


    Ryan was born in Chicago, Illinois and moved to Los Angeles shortly thereafter. Right from the start, Ryan took a strong interest in film and everything surrounding the medium. At the age of 13, Ryan made his way onto several studio lots with the intent of soaking it all up. On one particular day, Ryan found himself at Paramount and stumbled onto the set of the hit TV show, Cheers. He soon met the entire cast. When asked by Ted Danson about his interest in TV and films, Ryan replied, “I want to be a Director.” It was then that Mr. Danson made him an offer too good to pass up.Ryan was to write and direct his own short-movie in which Mr. Danson and several other Cheers cast members would appear. Several months later, Ryan made good. He directed his first short film, “The Question,” right there on the Paramount Lot, starring none other than Ted Danson, Kirsty Alley, Woody Harrelson and George Wendt.Soon thereafter, Ryan began working for DVA, Inc. on his summer breaks, and when he completed his schooling, he relocated to Florida to work full-time in the sales division at DVA, Inc. After learning the ropes, he soon moved up to Buyer, and eventually followed that by getting promoted to VP of Purchasing. With his unique blend of creative intuition and operational strength, as well as his exceptional skills in sales, Ryan founded the Closeout Division of DVA, Inc., making DVA, Inc. the largest buyer of closeouts in the Entertainment industry — and selling to the largest retailers across the United States.In 1998, Ryan opened up offices in Los Angeles to specifically serve the Movie Studios, Music Labels, and Game Publishers. Since then, he has developed relationships with all of the major studios, labels and publishers, helping them with their inventory issues that arise as well as servicing over 350 retail accounts with 25,000 storefronts.With an account base of over 350 companies, including such retailers as Best Buy, Target, Sear/Kmart, Pep Boys, Staples and more, Ryan has built and grown the Division to 30+ employees, selling over 20 million units per year and generating $20+ million in annual sales.As a public face for the entertainment industry as well as the overstock world, Ryan routinely appears on both National TV and in print. He has appeared on the CBS Early Show, ABC 7 News in Los Angeles, and on the KTLA Prime Time News. Ryan has also been featured in Entrepreneur Magazine, the Washington Post, the Los Angeles Times, the Los Angeles Business Journal, Moviemaker Magazine and the New York Times.Ryan has continually lent his voice and vast knowledge of the entertainment industry to conferences and seminars as well as to students. Most recently, Ryan spoke to postgraduates at the Peter F. Drucker & Masotoshi Ito Graduate School of Management at Claremont Graduate University. He also spoke to current students at Art Center College of Design. In addition to speaking at seminars and conferences, Ryan also hosts film seminars which provide practical, real-world advice to filmmakers, actors, producers and anyone else who wants to succeed in the movie production and distribution industry. Ryan recently completed work co-authoring a book with best-selling author Eric Sherman, detailing the ins and outs of film distribution business.As ever, Ryan remains very busy with all of these endeavors, while also fulfilling his desire to help the community. He is the Executive Director of the Say No to Drugs Race for twelve years running, and serves on the Toluca Lake city council. When asked what he considers his greatest strength, Ryan responded with a few key principles, saying: “Be nice to everyone, always return phone calls, and stay in communication with everyone. Try your hardest to make anything happen.”Learn More: http://www.ryankugler.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ryan-kugler-owner-president-of-plan-b-distribution


    Interview with Jamie Bosse Author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future

    Play Episode Listen Later Nov 9, 2021 20:01

    Jamie works with clients to help them “Master What's Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life's transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals.In 2020, Jamie was named to the Investment News 40 Under 40 list.Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children's book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.She holds a bachelor's degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial PlannerTM certification in 2008. Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.Jamie is enjoying life's crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS and are big fans of BBQ and the K-State Wildcats.Learn More:https://aspyrewealth.com https://www.moneybossmom.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future

    Interview with Bryan Daly Founder of New Life Financial Alliance and Fee-Based Fiduciary Financial Planner

    Play Episode Listen Later Nov 5, 2021 24:22

    Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just prior to BLACK MONDAY on Wall Street October 19, 1987 and witnessed firsthand how quickly markets can crashdreams. While working on Wall Street he gained great respect for the power of the market, both positive and negative.Bryan is a registered investment adviser (RIA). An official distinction that sets him apart from many financial advisers is that he is a completely independent fiduciary financial planner. A fiduciary is required to becompletely objective when making financial, investment, and planning recommendations.Bryan works for his clients not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment.This allows him the freedom to make unbiased, prudent decisions and he MUST put his client's interests above all others.Bryan believes that everyone can have financial security and live a risk free, debt free, tax free, stress free life with the right coach.Learn More: https://newlifefinancialalliance.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner

    Interview with Nick Stuller, Founder and CEO of My Perfect Financial Advisor

    Play Episode Listen Later Nov 5, 2021 18:35

    Nick is a 30 year veteran of financial services. Over the past 15 years Nick was the CEO and co-founder of the two largest advisor directory businesses, and in 2018 authored a book on how to find a financial advisor: “THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor” published by Post Hill Press and available in Barnes & Noble Stores as well as online retailers.Nick is one of the foremost authorities on financial advisors and is a respected and outspoken authority on the financial advisory universe. Prior, he was the founding CEO of the two largest financial advisor database companies in the U.S., Discovery Data and Meridian-IQ. He hired and led teams that built the most inclusive web-based directories, which include deep data and intelligence on the two million U.S. financial and insurance advisors. The nation's largest advisory firms, mutual funds, and insurance carriers have relied upon his companies to understand the financial advisor community.In 1985, Stuller began his career at Shearson Lehman Hutton (now Morgan Stanley). When he left the firm as a financial advisor, he began a successful career selling to financial advisors at firms such as Waterhouse Securities (now TD Ameritrade) and National Regulatory Services (acquired by the Thomson Company). Stuller subsequently built sales teams to dramatically increase revenues at the various firms he worked for.Stuller is a widely respected expert on financial advisors and has been quoted extensively by the print and digital media, including The New York Times, Dow Jones, Reuters, and Yahoo, and interviewed by the broadcast media including NBC, CBS, PBS, and others.Learn More: https://myperfectfinancialadvisor.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-stuller-founder-and-ceo-of-my-perfect-financial-advisor

    Interview with Dr. Virginia LeBlanc THE Pivot Maestro-Next Steps for Vets

    Play Episode Listen Later Nov 5, 2021 20:38

    Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot.She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.DocV's passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you where you are and serving as a catalyst and bridge to take you where you were meant to be.Dr. LeBlanc's experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years' experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.DocV is the international best-selling author of Love the Skin YOU'RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU'RE In for the Warfighter, due out Veteran's Day, November 11, 2021Learn More: https://definingpaths.online/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dr-virginia-leblanc-the-pivot-maestro-next-steps-for-vets

    Interview with Patty Kreamer Owner of Productivity Uncorked-Coach for Financial Advisors

    Play Episode Listen Later Nov 5, 2021 23:57

    As a productivity coach for financial advisors, Patty works with her clients to gain control of their life and time. She helps them to create the vision of what they want their life to look like and then make that vision a reality. Through her expertise and experience, her clients are able to develop personalized systems to get more done in less time while clearing the “brain clutter” that blocks their success.Patty is known for creating efficiency with work space, email, time, and attention. Through her work, Patty guides her clients to reconnect with what's most important and go from saying things like “I am completely overwhelmed at work and never see my family” to “I'm finally in control of my days, I love my work again and I never miss my kids games or plays.”Patty is a Certified Professional Organizer and Productivity Coach. She is the co-author of the Amazon Best-Seller A Woman's Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man's World and author of But I Might Need It Someday and The Power of Simplicity as well as co-author of Success Simplified with the late Stephen Covey. Patty was the Founding President of the National Association of Professional Organizers – Pittsburgh chapter and Past President of The National Speakers Association – Pittsburgh chapter. Patty was named Women's Business Network's Woman of the Year, one of Pennsylvania's Best 50 Women in Business and a Pittsburgh Fastracker.As a nationally sought-after speaker, Patty is passionate, dynamic, and engaging. She is best known for her sense of humor, high energy, real-life success stories, and practical, useful information. Her edutainment style is a crowd-pleaser, often having her return time and time again.She has personally improved the productivity and organization of thousands of lives through her written words, coaching and speaking.As a kid, Patty would alphabetize her Halloween candy from Almond Joy to Zagnut in shoe boxes. This carried her on to successfully running a professional organizing firm for 15 years and now Productivity Uncorked. Before that, she was a teaching golf professional in the LPGA.Fast paced all her life, Patty loved anything that was on wheels…skateboards, her Big Wheel, roller skates, roller blades, scooters, bicycles, unicycles, motorcycles, mini-bikes, you name it. Today, you'll find Patty outdoors on her riding mower, fishing in her kayak, cross country skiing, reading or taking in some fresh air on a long walk.Learn More: http://www.productivityuncorked.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-patty-kreamer-owner-of-productivity-uncorked-coach-for-financial-advisors

    Interview with Aaron Witten CFP® & Certified Kingdom Advisor® – Founder of Witten Financial Services

    Play Episode Listen Later Nov 3, 2021 25:46

    Entrepreneurial from an early age, Aaron Witten, founder of Witten Financial Services, has always found a way to serve others while pursuing his passions and interests.At age 10, he started his first business selling baseball, football, and other trading cards. During college, Aaron repaired the computers of his fellow classmates.With every early endeavor, he found a way to pair high quality service with his personal interests, resulting in a winning combination.Aaron entered the financial services industry in October 1999 and focused on selling securities and insurance to clients. He was named salesman of the month at his local branch multiple times.Even with his success, Aaron's desire to learn and try new things compelled him to seek out additional opportunities outside of the financial industry.While continuing to serve his existing financial clients, Aaron launched a new business, GameStation, Inc. GameStation built custom dice for individuals and businesses – the business continually grew until 2014, when Aaron voluntarily closed the doors to focus solely on his financial clients.Today, Witten Financial Services helps solve clients' financial concerns. From the simple to the complex and everything in between, Aaron's patience, kindness, and passion for service allow clients to feel safe knowing that he is working in their best interest. Aaron is also a regular presenter and tradeshow attendee at gaming events across the country.Learn More: https://www.wittenfinancial.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-aaron-witten-cfp-certified-kingdom-advisor-founder-of-witten-financial-services

    Interview with Brandon Galici Founder of Galici Financial Discussing his Blueprint-Maximize life today. Plan for tomorrow

    Play Episode Listen Later Oct 29, 2021 22:15

    Brandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country.He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future.He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling.Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda, and loves golfing, working out, mountain biking, and making craft coffee at home.Learn More: https://www.galicifinancial.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brandon-galici-founder-of-galici-financial-discussing-his-blueprint-maximize-life-today-plan-for-tomorrow

    Interview with Frank Maselli Dynamic & Entertaining Speaker & Trainer in the Financial Services Industry

    Play Episode Listen Later Oct 29, 2021 16:17

    Frank is a recognized expert in helping professionals reach new levels of success and he does it with tremendous insight, warmth and humor that have earned him “top speaker” acclaim at industry conferences for over a decade.Frank is a former US Army officer, a Ph.D. in Psychology and a four-decade Wall Street veteran. He's been a top advisor, manager of the #1 complex at a major national brokerage firm, and the National Sales Manager for one of the largest and most successful asset manager in the world.In 2006, Frank started his own training firm out of a deep passion to help advisors, wholesalers and managers develop the new skills needed for success in today's changing industry. He has written three best-selling books including the groundbreaking Referrals The Professional Way, SEMINARS: The Emotional Dynamic, and 40 Tips for the Under 40 Advisor.Frank's training programs give people modern skills, specific tools, and the genuine passion needed to thrive in this hyper-competitive environment. His audience will laugh, learn and leave prepared and eager to make positive changes in their business and their lives.He has a unique way of blending advanced business tactics with an inspirational vision. His experience and ideas resonate with the top professionals in our industry and he brings intensity, genuineness and massive credibility to any conference agenda.Frank is a member of The National Speakers Association and Mensa. A native New Yorker, Frank now lives in Raleigh, NC with his wife and two daughters.Learn More: http://www.maselligroup.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-frank-maselli-dynamic-entertaining-speaker-trainer-in-the-financial-services-industry

    Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Managing Life's Transit

    Play Episode Listen Later Oct 28, 2021 25:05

    Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.Learn More: https://www.pinnaclewm.com/ Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management's web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management's current written disclosure statement discussing Pinnacle Wealth Management's business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordinglyInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-managing-lifes-transitions

    Interview with Joshua Lindsey Managing Partner of American Business Brokers

    Play Episode Listen Later Oct 28, 2021 18:04

    Here's what we can do for you: Educate you in the process of selling your business. For many people, selling a business is not an event that occurs often. It's an intimidating process, and it must be done correctly. We will educate you in the process of selling your business as we lead you through it, working with you every step of the way towards your goal. Keep the sale confidential Confidentiality is critical when selling a business. American Business Brokers can market your business without your current employees, customers, vendors, or competitors ever being aware that your business is for sale – ensuring that the selling process never impacts your business.All inquiries and meetings regarding the sale of your business are kept confidential and can be scheduled at your convenience, including in the evenings or on weekends. All prospective buyers will be required to sign a Non-Disclosure Agreement which prevents them from penalty.Joshua Lindsey has a bachelor's in Business Administration and an Executive Leadership Certificate from Cornell University's prestigious Johnson School of Business. During the past 12 years in Mergers and Acquisitions, Mr. Lindsey took one of his personal companies public in 2006 and has sold more than $97 million in small businesses in the past 3 years. Mr. Lindsey also owns and manages PHX Private Equity Inc. PHX specifically purchases businesses Nationwide with private capital. This allows you to talk directly to someone who can buy your business today.No other Brokerage has its own Equity / Capital Group that will purchase your business. This model is what makes ABB & Joshua Lindsey so successful……WE BUY AND SELL BUSINESSES !!!In 2014 Mr. Lindsey was featured in the book ” Entrepreneur on Fire” sold in Barnes & Noble and Amazon. In 2015 Mr. Lindsey was awarded by Utah Business Magazine ” Top 40 under 40″ Business Executive.http://americanbizbrokers.com/blog/?p=1442017Mr. Lindsey and ABB were honored at #89 in the Inc. 500 fastest growing companies in America!https://www.inc.com/profile/american-business-brokersMr. Lindsey's exceptional business acumen has allowed him to position and sell businesses from $100,000 to $50,000,000.Learn More: https://americanbizbrokers.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-joshua-lindsey-managing-partner-of-american-business-brokers

    Interview with Eszylfie Taylor Founder and President of Taylor Insurance and Financial Services

    Play Episode Listen Later Oct 27, 2021 19:10

    Eszylfie serves as financial advisor to individuals, business owners, athletes, celebrities, and high net worth families. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor's Degree in Business Management. Prior to founding his own company in 2013, he was a standout financial advisor at New York Life, making Chairman's Cabinet and finishing as one of the top 25 advisors in the country in 2012 (out of approximately 10,000). Early on in his career, Mr. Taylor had a breakthrough that centered around how to improve his market and focus on solving problems, not selling products. Naturally, he built upon this and used his successes and failures as teaching tools that would contribute to the start of The Taylor Method, a sales process for financial advisors.Mr. Taylor has been a Million Dollar Round Table Top of the Table producer since 2011, which places him in the top 1% of advisors worldwide.In 2015, he was the recipient of NAIFA's Advisor Today Top 4 Under Forty award. In 2018, he was featured as THE financial advisor in a national LinkedIn commercial campaign called “In it together.”Through all the success, Eszylfie has continued to contribute to his community. He currently sits on the board of three non-profit organizations dedicated to business empowerment, children's' health, and social services. Since 2003, his own nonprofit, Future Stars, has been hosting a basketball camp for underserved youth in the community, instilling in them the tools he uses to achieve success: hard work, perseverance, integrity, and sacrifice.Learn More: https://www.taylorinsfin.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eszylfie-taylor-founder-and-president-of-taylor-insurance-and-financial-services

    Intrerview with Joshua B. Lee, Founder and CEO of StandOut Authority

    Play Episode Listen Later Oct 26, 2021 23:03

    They call me “The Dopamine Dealer of LinkedIn” and I'm proud of that nickname.I'm an entrepreneur, business owner, author, coach, marketer and a very blessed husband and father.Way back in 2003 I built my career in online marketing with clients like MySpace and Google with advertising spends of over a half a billion dollars, which generated over 35 Trillion online impressions for these companies.I've been lucky enough to build 16 companies in my career from online marketing to coaching to web design and more.But that's not my real passion. My real passion is creating lasting, meaningful and most importantly HUMAN connections. I've created StandOut Authority so I can work with entrepreneurs like you to help you humanize your professional or company brand on LinkedIn using authentic, inspirational engagement with your clients or audience.I think it's one of the most important things anyone can do in their business to truly build long-term and lasting relationships that flourish.I genuinely believe there is NO B2B or B2C just Human to human connections, and I want to show you how to do exactly that!I also believe there's no such thing as work-life “balance” only an integrated life built on a foundation of vision, relationships, passion and business.Learn More: https://standoutauthority.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/intrerview-with-joshua-b-lee-founder-and-ceo-of-standout-authority

    Interview with Randy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals

    Play Episode Listen Later Oct 20, 2021 19:57

    Randy is a widely followed author, lecturer and podcast host for the accounting profession.Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world's 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPA Associations, state societies, industry groups and top 400 CPA firms across the country.Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy-efficient incentives (179D and 45L), and the employee retention credit (ERC).Learn More: https://tri-merit.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-crabtree-co-founder-and-partner-of-tri-merit-specialty-tax-professionals

    Dr. Ginger Bratzel Marketing Strategist-Helping Healthcare Providers & Service Based Businesses Attract Ideal Clients & Patients

    Play Episode Listen Later Oct 14, 2021 18:38

    Ginger started her professional career as a dentist where she developed systems and strategies to increase patient and client attraction to createbusiness growth. From Ginger's own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly began coaching private clients on how to do it, as well. Ginger was invited to consult and be the lead coach for one of the largest healthcare marketing companies in the nation to their top-level clients teaching them her proven step-by-step program to show owners exactly how to attract more of the right kind of patients, clients, and customers. Ginger is known for her “no holds barred and shoot straight from the hip” approach to business growth as well as getting and keeping clients.Learn More: https://gingerbratzel.com/standoutInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/dr-ginger-bratzel-marketing-strategist-helping-healthcare-providers-service-based-businesses-attract-ideal-clients-patients

    Interview with John J. Duddy President of Strategic Tax and Insurance Services, Inc.

    Play Episode Listen Later Oct 14, 2021 20:42

    There is much that is uncertain about the financial world, but at Strategic Tax & Insurance Services, Inc., that uncertainty is combatted by invaluable experience. With over 40 years of this experience as an advisor, John Duddy helps his clients create a coordinated plan to manage all of their wealth needs.John's passion is people; and helping them discover the peace of mind that can only come from a secure financial future. His strategies aim to ensure that people don't outlive their money, and that they can enjoy the retirement that they expect, and the retirement that they deserve. He works closely with professionals of other financial specialties to plan for all phases of his clients' lifetimes and often times his client's children, and even grandchildren. This includes an estate planning component that ensures a clients' finances are organized correctly to put their loved ones in the best position after they pass away.Don't spend your retirement life worrying about running out of money. John focuses on helping people protect the money that they've earned. He designs a distribution and income plan to allow them to use that money for the rest of their lives; taking them into and through retirement. When you work with John and his team, you can rest assured that no stone has been left unturned, and no question left unanswered. They look at your entire financial picture, even pieces you've never thought to review. John and his team ensure that your plan leads you to the future you feel comfortable with.If you are headed into retirement or are already there; and concerned that you aren't getting the most out of your money; Strategic Tax & Insurance Services, Inc. invites you to have a conversation. They have been “Helping People Retire On Their Own Terms Since 1975”, and are committed to continuing this tradition in the future.Learn More: https://www.strategicduddy.com/ Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Forecasts or forward-looking statements are based on assumptions, may not materialize, and are subject to revision without notice. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions. Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-j-duddy-president-of-strategic-tax-and-insurance-services-inc

    Interview with Dr. Virginia LeBlanc THE Pivot Maestro on Career Transition for Women, Active-duty Military, and Veterans

    Play Episode Listen Later Oct 10, 2021 21:45

    Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot.She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.DocV's passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you were you are and serving as a catalyst and bridge to take you where you were meant to be.Dr. LeBlanc's experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years' experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.DocV is the international best-selling author of Love the Skin YOU'RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU'RE In for the Warfighter, due out Veteran's Day, November 11, 2021Learn More: https://definingpaths.info/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/

    Interview with Damari Gold Owner of The Gold Standard Accounting & Tax Inc.

    Play Episode Listen Later Oct 10, 2021 21:23

    Damari has a unique perspective on Money and Personal Finances.She holds a Master's Degree in Accounting and Finance, has been a practicing tax accountant for over ten years and owns a firm, The Gold Standard Accounting & Tax Inc in Huntington Beach, CA.Damari is passionate about helping small business owners, more specifically women-owned businesses, in understanding their money. As a first-generation American and an entrepreneur herself, she understands the difficulties that are faced. Money goes beyond business; that is why she is determined to help others Be Confident Money Women.Damari can share with you on different levels and aspects of Money and Personal finance; whether it be money mindset, money management, taxes, or just the fundamentals of business, she has something for everyone.Learn More: https://www.damarigold.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-damari-gold-owner-of-the-gold-standard-accounting-tax-inc

    Interview with R.T. Custer Founder of Vortic Watch Company Discussing the Entrepreneurial Journey

    Play Episode Listen Later Oct 8, 2021 25:19

    R.T. grew up on a Christmas Tree Farm in Reading, PA. The farm was always the side-hustle for the family, but he learned to be an entrepreneur from his grandfather and his parents. After getting his degree in industrial engineering from Penn State University, he moved to Fort Collins for a job with Walmart Logistics. After a couple of years, his side hustle at the time, Vortic Watch Company, had really taken off and he went full time in 2016. He now runs the company and has five employees and also owns three other businesses in Fort Collins, mostly in consumer goods manufacturing and marketing services. He is motivated not only by his own success but by assisting others to succeed. His true passion is in marketing for physical products online. He has four different businesses, a girlfriend, two little kids, real-estate investments, and over 10 employees across all of his companies. He works hard and tries to do everything with a high level of quality and integrity. His drive comes from his relentless pursuit of legacy wealth for his family as well as his desire to help others and ultimately see his team and businesses win. R.T. was sued by the world's largest watch company in 2015. Six years later, he's still in the battle. It's been extremely difficult to build a business with a massive federal lawsuit in the curtains but he feels the law is on their side. They're fighting hard to protect their American Dream.Learn More: http://www.vorticwatches.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-r-t-custer-founder-of-vortic-watch-company-discussing-the-entrepreneurial-journey

    Interview with Andrew Saksa Senior Vice President of the Financial Services Division at ReminderMedia.com

    Play Episode Listen Later Oct 6, 2021 16:59

    Andrew is a media marketing and business development expert.ReminderMedia.com is a Philadelphia-based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies two years consecutively. His primary roles include Enterprise/Global and National Business Development.Previous to ReminderMedia, he Co-Founded MyPistevo a mobile application for criminal background checks and was instrumental in structuring alliances with IDateUS, MateSafe, Houston Social, AmberNealPresents, SinglesofFaith, and Elitemate. From 2010-2015, Andrew has volunteered as a Grief facilitator for New Hope for Kids in Maitland, Florida a nonprofit organization that helps grieving children and surviving spouses with the loss of a parent or spouse.Learn More: https://remindermedia.com/financial/*Get a 67% discount and Plus get 15 FREE magazines! https://remindermedia.com/authorityInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-saksa-senior-vice-president-of-the-financial-services-division-at-remindermedia-com

    Interview with Christopher Paradiso Owner and Founder of Paradiso Financial and Insurance Services

    Play Episode Listen Later Oct 6, 2021 21:29

    Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris's unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso Insurance recently won Safeco and Liberty Mutual's National Agent for the Future Award in 2019 and is currently licensed in 37 states with plans to be licensed in all 50 within the near future. Paradiso Insurance's Parcel Delivery Division is currently the second largest in the country for insuring FedEx Independent Contractors and has recently grown to include Amazon DSPs and LSPs as well. Chris's clear vision has helped direct other insurance agencies to push the envelope and find their own success as well through his coaching work with Paradiso Presents.Chris currently sits on the advisory board of both Rough Notes, an Insurance Publication dedicated to educating the Independent Insurance Agent, and Journey Found, a nonprofit that provides behavioral, residential, and other support services to individuals of CT with pervasive developmental disorders and intellectual disabilities. In 2010, Chris was recognized for his work within his local community and throughout Connecticut when he received the Community Service Award from Rough Notes spotlighting the various ways he gives back including the Bikes for Reading program, Reverse Trick-or-Treat and Annual Flag Day Event.In 2011 Chris was excited to introduce “Paradiso Presents” a social media marketing program aimed at teaching other agencies how to survive and thrive in today's complex online marketing world. His innovative marketing solutions have been recognized and implemented into agencies nationwide.Chris can always be found researching the next best thing in the insurance world and is seen as a digital pioneer in an industry that is behind the times as far as digital technology and automation. Through his work with Aureus Analytics, Chris is paving the way for insurance agencies everywhere to be able to provide better, more accurate data on their customer base which will lead to better customer service as well as a better bottom line. A family man at heart, Chris Paradiso leads his team with these fundamental principles: family is everything and if you do what you love, you'll never work a day in your life.Learn More:Paradiso Insurance: https://www.paradisoinsurance.com/Facebook: http://www.facebook.com/insurancectInstagram: https://www.instagram.com/paradiso_insurance/Twitter: https://twitter.com/paradisoinsPinterest: https://www.pinterest.com/ctinsurance/LinkedIn: http://bit.ly/24bQk3IInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christopher-paradiso-owner-and-founder-of-paradiso-financial-and-insurance-services

    Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Are You Ready to Retire?

    Play Episode Listen Later Oct 5, 2021 27:00

    In this interview, important retirement questions are covered including:1. Do I have enough money to retire?2. What are the biggest risks when creating a retirement plan?3. Where are some of the biggest mistakes people make when creating a retirement plan?Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.Learn More: https://www.pinnaclewm.com/ Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor. Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management's web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management's current written disclosure statement discussing Pinnacle Wealth Management's business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordinglyInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-are-you-ready-to-retire

    Interview with Dr. Virginia LeBlanc THE Pivot Maestro

    Play Episode Listen Later Oct 2, 2021 23:06

    Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot.She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.DocV's passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you were you are and serving as a catalyst and bridge to take you where you were meant to be.Dr. LeBlanc's experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years' experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.DocV is the international best-selling author of Love the Skin YOU'RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU'RE In for the Warfighter, due out Veteran's Day, November 11, 2021Learn More: https://definingpaths.info/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dr-virginia-leblanc-the-pivot-maestro

    Interview with Tra Williams Speaker, Author, Entrepreneur, and Nationally Recognized Expert in Entrepreneurship and Business Strategy

    Play Episode Listen Later Sep 28, 2021 20:18

    He has sat at the helm of two international brands and has supported thousands of entrepreneurs on their journey to self-employment.Tra holds a degree from the University of Georgia and is a graduate of the prestigious Franchise Management program at Georgetown University. He has been featured or quoted in numerous publications, including Forbes, Bloomberg, and Franchise Times, and he often speaks at economic development conferences and company conventions.In his new book Boss Brain, Tra reveals the shocking truth behind the decline of American entrepreneurship and provides a scientifically-proven system to unlock your entrepreneurial instincts so you can leave traditional employment forever —that's the real American Dream!Learn More: https://www.trawilliams.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tra-williams-speaker-author-entrepreneur-and-nationally-recognized-expert-in-entrepreneurship-and-business-strategy

    Interview with Amanda Abella Founder and CEO of Make Money Your Honey

    Play Episode Listen Later Sep 24, 2021 30:25

    Amanda is an award-winning content creator, keynote speaker, and business coach who specializes in helping business owners activate their persuasion prowess so they can make more money.Her clients go from hating sales and marketing to achieving 90% close rates and closing multiple five-figure deals. Her work has been featured in Forbes, Huffington Post, Business Insider, Univision and many more.Prior to teaching marketing and sales, Amanda spent a decade as a financial writer and wrote content for companies like Wells Fargo, Discover, Credit Karma, Santander and more.She's also partnered with companies like Capital One and Transunion in financial education campaigns.She's also the Amazon bestselling author of Make Money Your Honey and has created a community of over 60,000 people across social media channels to make money and live a more affluent life.Learn More: https://www.amandaabella.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-amanda-abella-founder-and-ceo-of-make-money-your-honey

    Interview with Raj Girn Founder of The Open Chest Confidence Academy

    Play Episode Listen Later Sep 23, 2021 23:52

    After 30 years in the entrepreneurial arena, with 20 of them being in C-suite as a media, communications, and events entrepreneur, where I have predominantly worked with Fortune 500s, celebrities, thought leaders, and high achievers, I have come to realize that there are two, very simple characteristics that make for a great leader.Learn More: http://www.theopenchestconfidenceacademy.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-raj-girn-founder-of-the-open-chest-confidence-academy

    founders confidence fortune academy chest learn more mike saunders influential influencers cominfluential influencers mike saundershttps
    Interview with Nikki Rausch CEO of Sales Maven, an Organization Dedicated to Authentic Selling

    Play Episode Listen Later Sep 21, 2021 25:34


    Nikki Rausch has the unique ability to transform the misunderstood process of “selling”.With 25+ years of experience selling to such prestigious organizations as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, Nikki shattered sales records in many industries, receiving multiple “top producer” awards along the way.Today, entrepreneurs and small business owners from a wide range of disciplines hire Nikki to show them how to sell successfully and authentically, without being pushy or salesy.An engaging and sought-after speaker, she shares the secrets of her sales success through illuminating keynote addresses and business-changing workshops. Her robust Sales Maven Society ignites game-changing outcomes for clients.Nikki's three popular books are available at Amazon. And her podcast, Sales Maven, can be found on your favorite podcast platform.Learn More: https://yoursalesmaven.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nikki-rausch-ceo-of-sales-maven-an-organization-dedicated-to-authentic-selling


    Interview with Jonathon Hensley-co-founder and CEO of Emerge, Author of Alignment- Overcoming Internal Sabotage and Digital Product Failure

    Play Episode Listen Later Sep 17, 2021 25:06

    The book teaches how to Overcome Internal Sabotage and Digital Product Failure. Alignment is the one thing you'll find at the heart of every successful relationship, team, and organization in the world. When developed and leveraged, alignment can create the foundation for unparalleled product success.Part One Focuses on what alignment is, and why it's so critical to the success of digital product and business transformation.Part Two Provides a straightforward, honest look at why so many digital product and transformation initiatives fail or underperform.Part Three Explores what leading with alignment looks like today. It sheds light on the fundamental knowledge and skills necessary to build teams in order to navigate the digital product life cycle and transformation.Part Four Reveals the baseline from which every successful digital product initiative must start, and the elements and guiding forces that make up a strategic foundation.Part Five Explores the connection between your digital product strategy and team performance, rapidly accelerating delivery of results.​Learn More:https://www.productalignment.com/https://www.emergeinteractive.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jonathon-hensley-co-founder-and-ceo-of-emerge-author-of-alignment-overcoming-internal-sabotage-and-digital-product-failure

    Interview with Jeremy Keil – CFP®, CFA Retirement-Focused Financial Planner with Keil Financial Partners

    Play Episode Listen Later Sep 15, 2021 20:10

    Jeremy is the host of the Retirement Revealed blog and podcast.Jeremy loves helping people learn more about, and feel more confident about their money.After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie and the joy he gets when saving money for clients through a tax strategy.You could probably guess this by the number of letters after his name, but since he started 17 years ago, Jeremy reads as many books on financial, retirement, and tax planning as he can and loves to apply that knowledge towards helping his clients.In fact, out of over 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER™ professional AND a Chartered Financial Analyst® charterholder.While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that even a caveman (I mean college student) could understand.If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy you'll know more about, feel better about, and make better decisions about your money.When not working on his goal to help people discover their ideal retirement strategy, you'll find Jeremy hanging out with his wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.Learn More-https://keilfp.com/Keil Financial Partners is part of the Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies.Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters.The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremy-keil-cfp-cfa-retirement-focused-financial-planner-with-keil-financial-partners

    Interview With Robert Syfert Co-Founder and Chief Visionary at RealEstateInvestor.com

    Play Episode Listen Later Sep 14, 2021 16:38

    Robert is also the founder of InvestorPO, Property List Manager, and USA Portfolio Real Estate. Robert is an innovator in the real estate investment industry who creates software, tools, and services that enable real estate investors to do things better and faster. He's passionate about being part of the solution and finding answers to the problems that hold real estate investors back from growing and scaling their businesses.With well over a decade of experience in the industry, he has sold and managed hundreds of investment properties and has built three successful startups from the ground up. Robert's a family man who believes that every real estate investor can achieve success and financial security in this industry – without compromising their free time… They just need the right tools to get there.Robert is a highly sought out speaker in both real estate investing and software solutions. He's a philanthropist, and he gives back to the industry through his mentorship program and business coaching services. Robert believes in sharing his success with others through teamwork and his motto includes, “If you want to go fast, go alone. If you want to go far, go together.” Robert gave up the cold Michigan winters of his youth to move to Tampa, Florida where he enjoys quality time with his family. When he is not spending time with his wife or chasing his energetic son around the pool, he can be found looking for new ways to change the industry, one solution at a time.Learn More: https://realestateinvestor.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-robert-syfert-co-founder-and-chief-visionary-at-realestateinvestor-com

    Interview with Kevin Knebl, International Speaker, Author, Trainer and Executive Coach for Financial Professionals

    Play Episode Listen Later Sep 11, 2021 30:27

    Kevin's clients include individuals and small, medium, and Fortune 500 companies.He's an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn, and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events.Kevin is the co-author of “The Social Media Sales Revolution: The New Rules for Finding Customers, Building Relationships, and Closing More Sales Through Online Networking” (McGraw-Hill).Kevin is also a contributing author of “Learn Marketing with Social Media in Seven Days” (Wiley). Kevin's background includes being the top salesperson for four different companies in four different industries including being the top salesperson in the world for an international consulting company with over 300 salespeople in 15 countries. He has trained hundreds of organizations and tens of thousands of professionals on the most profitable uses of LinkedIn, Social Selling, and Relationship Marketing since 2004.Kevin also has the most individually, hand-written, client Recommendations (1960+) on his LinkedIn profile among over 760,000,000 LinkedIn users worldwide. And he's a hippie in a suit with a face for radio.He can be reached at http://www.kevinknebl.com*Mention this podcast to Kevin and he will send you his LinkedIn training for freeInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kevin-knebl-international-speaker-author-trainer-and-executive-coach-for-financial-professionals

    Interview with Annissa Deshpande Founder of lōglab – Author of “The Comeback” Teaching How to Harness the Competitive Advantage of Modern

    Play Episode Listen Later Sep 11, 2021 16:24

    Annissa Deshpande is a former HR executive of a Fortune 500 where she oversaw the successful hiring of 20k people in 150 countries annually and designed internal talent initiatives to achieve business results.While most HR programs are heavily focused on compliance, Annissa helps teams think bigger, align to business goals, and create great experiences for employees.She founded lōglab in 2015 and now combines her 20+ years of experience in finance, IT, and strategy to help companies modernize HR to grow revenue and create a place where people love to work.Learn More: https://www.theloglab.net/Download a free chapter of the book: https://www.theloglab.net/the-comebackInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-annissa-deshpande-founder-of-loglab-author-of-the-comeback-teaching-how-to-harness-the-competitive-advantage-of-modern-hr

    Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management

    Play Episode Listen Later Sep 11, 2021 19:24

    Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.Learn More: https://www.pinnaclewm.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management

    Interview with Wayne Moloney-Australian Business Growth Specialist and Co-author of The Wentworth Prospect

    Play Episode Listen Later Sep 9, 2021 21:29

    For over four decades, in roles from salesperson to Managing Director he helped a diverse range of businesses in Australia, Asia and Europe achieve their revenue and profit goals.Since leaving his corporate career, Wayne has spent over 15 years helping B2B organisations tackle their business growth challenges through the application of sound sales and business strategies, developing salespeople and by applying LEAN principles for sustainable sales success.Wayne was a co-founder of Sales Leader Forums and a foundation member of Sales Masterminds APAC.Hi is a co-author of ‘The Wentworth Prospect', a ‘novel' way to study the latest strategies in complex B2B sales and understand their application in today's cut-and-thrust businessworld through an engrossing story.Learn More: http://www.waynemoloney.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wayne-moloney-australian-business-growth-specialist-and-co-author-of-the-wentworth-prospect

    Interview with Daniel Kraak Partner and Personal CFO at Atmos Planning

    Play Episode Listen Later Sep 7, 2021 20:23

    Atmos Planning is a financial consulting firm that works virtually with small business owners across the country.Prior to Atmos, Dan was an Army Captain, earned an MBA from Notre Dame, and worked as a financial planner. He's also held multiple roles at Fortune 500 companies.In his free time, he enjoys all the hiking and breweries that Colorado Springs has to offer and watching college/professional sports with his wife, Calli.Learn More: https://atmosplanning.com/personal-cfosInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-kraak-partner-and-personal-cfo-at-atmos-planning

    Interview with Nate Joens Co-Founder, Head of Innovation and past CEO at Structurely

    Play Episode Listen Later Sep 7, 2021 21:30

    Under his 4 years as CEO, Structurely experienced 10x growth in conversations processed in the real estate industry and built a proprietary conversational AI application that 99.9% of consumers believed was human.Structurely also became a Housing Wire Real Estate Tech Top 100 company, and grew to a team of 26 employees.With over 3.5 million conversations with their AI Assistant Structurely's Real Estate data set is nearing 10mm individually labeled messages.With experience in Geographic Information Services (GIS), real estate, financing, urban planning, project management, and graphic design, Nate leads the product, engineering and machine learning teams at Structurely to align with real estate customer goals.Test our AI product for yourself! http://TestYourAIAssistant.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nate-joens-co-founder-head-of-innovation-and-past-ceo-at-structurely

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    Interview with Brannon Fisher Director, Principal, and Client Advisor of Simon Quick Advisors

    Play Episode Listen Later Sep 1, 2021 16:31

    Brannon joined Simon Quick in April of 2019 and helped extend the firm's reach into the Rocky Mountain region by establishing an office in Denver. He is responsible for new business development and works closely with his Client Advisory team to provide ongoing services to Simon Quick clients.Prior to joining Simon Quick, Brannon was director of client relations and a registered investment advisor representative for a Denver-based asset management firm. He also had a 15-year career as a college administrator, including a 10-year stint as a development officer at Bowdoin College.Brannon is a CERTIFIED FINANCIAL PLANNER – TM and holds degrees from Colgate University, CU-Boulder, and Dominican University of California. He remains involved with higher education by volunteering for Greenhouse Scholars as a mentor, selection committee member and member of the Development and Advisory Board.Brannon, his wife Mandy, and his daughters Waverly and Layla enjoy a variety of active outdoor pursuits and host a revolving cast of foster pets for Mandy's nonprofit animal rescue, Old Dogs New Digs.Learn More: https://simonquickadvisors.com/ The thoughts and views presented are those of the speaker and do not necessarily represent the views of Simon Quick Advisors, LLC. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for a portfolio or individual situation, or prove successful. This information is intended to be for general and educational purposes only. One should not make any decision, financial, investment, trading or otherwise, based on any of the information without undertaking independent due diligence and consultation with a professional advisor of his/her choosing. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. To the extent that a reader has any questions regarding the applicability of any specific issue discussed to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simon Quick Advisors is neither a law firm nor a certified public accounting firm and no information presented should be construed as legal or accounting advice. Simon Quick Advisors is an SEC registered investment advisor with offices in Morristown, NJ; Chattanooga, TN and Denver, CO. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick Advisors as being “registered” does not imply a certain level of education or expertise.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brannon-fisher-director-principal-and-client-advisor-of-simon-quick-advisors

    Interview with Jeremy Keil – CFP®, CFA Retirement-Focused Financial Planner with Keil Financial Partners

    Play Episode Listen Later Aug 31, 2021 20:10

    Jeremy is the host of the Retirement Revealed blog and podcast.Learn More-https://keilfp.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremy-keil-cfp-cfa-retirement-focused-financial-planner-with-keil-financial-partners

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    Interview with Jeremie Kubicek Executive Chairman of GiANT, a company that certifies coaches and consultants that serve companies and thei

    Play Episode Listen Later Aug 31, 2021 20:30


    Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive.Jeremie has started over 20 companies while living in Oklahoma City, Moscow, Atlanta and London.Learn More:https://giantcoach.com/influentialInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremie-kubicek-executive-chairman-of-giant-a-company-that-certifies-coaches-and-consultants-that-serve-companies-and-their-employees


    Anwar R. Sadeek Founder of the Married Our Way Movement and Author of the Book Married Indefinitely

    Play Episode Listen Later Aug 24, 2021 96:54

    Anwar Rajan Sadeek is an American entrepreneur, adventure enthusiast, world traveler, real estate developer, investor, and now, author. Born in Paramaribo, Suriname on June 19, 1980 to Guyanese parents, then moved to Toronto, Canada at 8 months old. Establishing Canadian citizenship, Anwar's family then immigrated to the United States of America in 1984. A proud lifelong resident of Miami, he graduated from Florida International University with an BA in Sociology/Anthropology in 2002. Afterwards Anwar completed his MBA at Nova Southeastern University in 2004. His talent for being a curriculum writer led to the founding American Worldwide Academy, a private high school and career school in Florida. Anwar's greatest loss of all time was his misunderstanding of what marriage life is and what the contemporary way marriage should be. After countless hours of research, interviews, and surveys, Anwar shares his vision of how to find the one for you and the best way to always find success in marriage.Testimonials“This is definitely not the mainstream standard as it relates correlates social norms, but when you considering our nature, this seems like the best way to be married in the 21st Century.”— Arvin Jadoo, MD – Dermatologist Miami, FL“I used to think that something was wrong with me, because I couldn't find the One. After reading this book, I have now found the one and I now know how great it is to be married.”—Sheyla Sandoval, Realtor Associate in Miami, FL“Throughout my life, I struggled with the frustration of failed relationships. When my marriage did not work out, I was convinced I was the problem, and I would never find the One. The author makes marriage something simple. I love how this new idea of marriage helped me feel empowered. Married our way changed my life, and I hope it helps modernize the old concept of marriage.”—Cyana Alvarez, JD Candidate – NSU College of Law Learn more about getting the best life from marriage and learn hour marriage coaching can help you by visiting www.marriedourway.comInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/anwar-r-sadeek-founder-of-the-married-our-way-movement-and-author-of-the-book-married-indefinitely

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