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3 episodes with financial services professional
2 episodes with financial services professional
2 episodes with financial services professional
2 episodes with financial services professional
Trevor Houston is the founder & CEO of ClearPath Wealth Strategies, a premier partner in crafting robust financial strategies and delivering an extensive range of financial products and services to both individuals and businesses. He is also the host of What Ya Know Podcast, and a Financial Services Professional offering securities, products, and services through NYLIFE Securities LLC.Today, Trevor Houston takes us back to his turbulent teenage years, marked by family struggles, run-ins with the law, and a proclivity toward the thug life. Charged with a felony at 13 and spiraling out of control, a crossroads moment led him to an alternative path. Now, he's not only the CEO and founder of Clear Path Wealth Strategies, but also a flourishing podcast host with a compelling tale that's anything but ordinary.Trevor Houston also shares the moment that changed everything–highlighting the importance of environment and the possibility of redemption. With his forthcoming book "Breaking Chains" and his unique ability to connect with a variety of people, Trevor's story is nothing short of inspirational.---------------------------------This episode is Sponsored by M-Vac Systems, the innovative wet vacuum DNA collection system that has helped solve numerous cases. Make sure to check out their YouTube channel or head to their website at https://www.m-vac.com for more information.---------------------------------TakeawaysEnvironment is key.Intention drives change.Relationships are crucial.Connect with Trevor Houston:LinkedIn: www.linkedin.com/in/trevorhoustonYouTube: www.youtube.com/@WhoYaKnowWebsite: www.clearpathwealthstrategies.comConnect with Jared Bradley:LinkedIn: www.linkedin.com/in/jaredvbradleySupport the Show.All Things Crime is a new, comprehensive video series that will explore every aspect of crime and the ensuing investigation, one video interview at a time. The host, Jared Bradley, is the President of M-Vac Systems, which is a wet-vacuum based forensic DNA collection system, and has experience traveling the world training all levels of law enforcement and crime lab DNA analysts in using the M-Vac to help solve crime. Along the way he has met people from all walks of life and experience in investigating crimes, so is putting that knowledge to use in another way by sharing it in these videos. If you are interested in more videos about the M-Vac, DNA and investigations, also check out the M-Vac's channel @https://www.youtube.com/c/MVacSystems...
Trevor's life is a testament to turning mistakes into stepping stones for success. Embroiled in a life of financial turmoil and personal challenges, he has remarkably reinvented himself into a beacon of hope for those stuck in career ruts.Trevor's approach intertwines personal experience with strategic networking, primarily on professional platforms like LinkedIn. He recounts the early days when connecting with recruiters online was a game-changer for many job seekers. It's a striking example of how the digital age can be harnessed to change lives positively.Moreover, his commitment to social causes such as child trafficking reminds us that behind every crime and every challenge lies a human story. Trevor has lived a life that mirrors the resilience and redemption many hope to find.Through his podcast, "Who Ya Know," Trevor has created a platform that not only addresses unemployment but leverages the collective power of networking and connections. His efforts emphasize the importance of community support and using one's experience to direct others to a path of success.Trevor Houston is the founder & CEO of ClearPath Wealth Strategies, a premier partner in crafting robust financial strategies and delivering an extensive range of financial products and services to both individuals and businesses. He is also the host of What Ya Know Podcast, and a Financial Services Professional offering securities, products, and services through NYLIFE Securities LLC.---------------------------------This episode is Sponsored by M-Vac Systems, the innovative wet vacuum DNA collection system that has helped solve numerous cases. Make sure to check out their YouTube channel or head to their website at https://www.m-vac.com for more information.---------------------------------TakeawaysFirm decisions initiate change.Build meaningful relationships for growth.Seek environments that foster development.Connect with Trevor Houston:LinkedIn: www.linkedin.com/in/trevorhoustonYouTube: www.youtube.com/@WhoYaKnowWebsite: www.clearpathwealthstrategies.comConnect with Jared Bradley:LinkedIn: www.linkedin.com/in/jaredvbradleySupport the Show.All Things Crime is a new, comprehensive video series that will explore every aspect of crime and the ensuing investigation, one video interview at a time. The host, Jared Bradley, is the President of M-Vac Systems, which is a wet-vacuum based forensic DNA collection system, and has experience traveling the world training all levels of law enforcement and crime lab DNA analysts in using the M-Vac to help solve crime. Along the way he has met people from all walks of life and experience in investigating crimes, so is putting that knowledge to use in another way by sharing it in these videos. If you are interested in more videos about the M-Vac, DNA and investigations, also check out the M-Vac's channel @https://www.youtube.com/c/MVacSystems...
Release Date: 04.25.2024 Hoporenkv Native American Podcast: “In Honor of International Financial Independence Awareness Day: Building a Strong Financial Future for Your Family and Tribal Community” Special Guest: Chantay Moore, MBA (Navajo / African American) Director Native American Financial Literacy Services Investment Advisor Representative Transamerica Financial Advisors, Inc. This episode, we're joined by certified financial educator, Chantay Moore, who brings 15 years of financial industry experience and 10 years of teaching financial literacy workshops to our community. In the spirit of honoring our ancestors' resilience and building a secure future for generations to come, we'll discuss the importance of financial literacy and explore the 7 money milestones on the path to financial independence and security. In this episode, we will cover: • Why financial literacy is a powerful tool for Indigenous communities. • Understanding the 7 money milestones: financial education, proper protection, emergency fund, debt management, increasing cash flow, building wealth, and protecting wealth. • Practical tips and resources to take control of your finances and achieve your financial goals. Whether you're an individual looking to take control of your finances or a tribal leader seeking to empower your community, this episode is packed with valuable insights! Tune in and learn how to build a brighter financial future for yourself and your loved ones. Join us for an empowering conversation and take charge of your financial future! Resources for Today's Episode: https://financialprofessional.tfaconnects.com/chantay-moore https://howmoneyworks.com/chantaywmoore/book https://www.youtube.com/c/chantaymoorecertifiedfinancialeducator Guest Speaker Bio: With over 15 years of experience as a licensed financial professional, I am passionate about empowering families with financial education and solutions that fit their needs and goals. I am the Director of Native American Financial Literacy Services, a for-profit organization that provides financial literacy workshops and programs to Native American communities across the nation. I am also a Financial Services Professional at WealthWave, an independent financial services firm that offers access to financial savings programs and top financial companies. My expertise is in teaching financial literacy topics such as retirement planning, estate planning, life insurance, taxes, college planning, and wealth building strategies. I specialize in working with women, college students, small businesses, union organizations, and Native American tribal entities, members, and descendants. I use simple and clear concepts, and a straightforward approach built around any budget, to help families take control of their own financial future, provide self-security, confidence, and peace of mind. I am always open to speaking engagements, remote work opportunities, consulting, independent contracting, and responding to requests for proposals.
Trevor's raw and relatable storytelling reflects on his early challenges, including substance abuse and a lack of direction. As the conversation progresses, Trevor and Jared delve into deeper societal issues such as the dangers of drug and alcohol misuse, the impact of mentorship, and the critical importance of proper guidance during formative years.As Trevor narrates his pivot to the financial sector and the hardships he faced, including learning the ropes of marketing and personal branding, Jared offers thoughtful commentary on the broader societal patterns that can steer young men astray. Trevor also shares his passion for helping others, especially those facing career transitions and the unique challenges that accompany them.Trevor Houston is the founder & CEO of ClearPath Wealth Strategies, a premier partner in crafting robust financial strategies and delivering an extensive range of financial products and services to both individuals and businesses. He is also the host of What Ya Know Podcast, and a Financial Services Professional offering securities, products, and services through NYLIFE Securities LLC.---------------------------------This episode is Sponsored by M-Vac Systems, the innovative wet vacuum DNA collection system that has helped solve numerous cases. Make sure to check out their YouTube channel or head to their website at https://www.m-vac.com for more information.---------------------------------TakeawaysBelief and effort conquer challenges.Positive role models guide growth.Passion transforms energy into productivity.Connect with Trevor Houston:LinkedIn: www.linkedin.com/in/trevorhoustonYouTube: www.youtube.com/@WhoYaKnowWebsite: www.clearpathwealthstrategies.comConnect with Jared Bradley:LinkedIn: www.linkedin.com/in/jaredvbradleySupport the showAll Things Crime is a new, comprehensive video series that will explore every aspect of crime and the ensuing investigation, one video interview at a time. The host, Jared Bradley, is the President of M-Vac Systems, which is a wet-vacuum based forensic DNA collection system, and has experience traveling the world training all levels of law enforcement and crime lab DNA analysts in using the M-Vac to help solve crime. Along the way he has met people from all walks of life and experience in investigating crimes, so is putting that knowledge to use in another way by sharing it in these videos. If you are interested in more videos about the M-Vac, DNA and investigations, also check out the M-Vac's channel @https://www.youtube.com/c/MVacSystems...
Today, we've unraveled the raw and transformative journey of Trevor Houston, from a teen arrested in orchestra class to a man mastering life's symphony. His candid narration of climbing out of a dark past peppered with poverty, probation slip-ups, and the chaos of a crack house serves as a testament to the power of second chances and supportive environments. Trevor's pivot point arrived in his earthly father's small but orderly home, where the basics like lights and a bed became the luxuries that ignited his turnaround. With a mix of hard work, savings incentives, and the incentive of brand-new clothes from Old Navy, Trevor's story embodies resilience. Even the debates over smoking weed and struggles with authority pave his path from rebellion to responsibility. Join us as Trevor reminds us that you can rewrite your story, no matter where it begins.Trevor Houston is the founder & CEO of ClearPath Wealth Strategies, a premier partner in crafting robust financial strategies and delivering an extensive range of financial products and services to both individuals and businesses. He is also the host of What Ya Know Podcast, and a Financial Services Professional offering securities, products, and services through NYLIFE Securities LLC.---------------------------------This episode is Sponsored by M-Vac Systems, the innovative wet vacuum DNA collection system that has helped solve numerous cases. Make sure to check out their YouTube channel or head to their website at https://www.m-vac.com for more information.---------------------------------TakeawaysEnvironment shapes personal growth.Second chances can transform lives.Strong mentorship fosters success.Connect with Trevor Houston:LinkedIn: www.linkedin.com/in/trevorhoustonYouTube: www.youtube.com/@WhoYaKnowWebsite: www.clearpathwealthstrategies.comConnect with Jared Bradley:LinkedIn: www.linkedin.com/in/jaredvbradleySupport the showAll Things Crime is a new, comprehensive video series that will explore every aspect of crime and the ensuing investigation, one video interview at a time. The host, Jared Bradley, is the President of M-Vac Systems, which is a wet-vacuum based forensic DNA collection system, and has experience traveling the world training all levels of law enforcement and crime lab DNA analysts in using the M-Vac to help solve crime. Along the way he has met people from all walks of life and experience in investigating crimes, so is putting that knowledge to use in another way by sharing it in these videos. If you are interested in more videos about the M-Vac, DNA and investigations, also check out the M-Vac's channel @https://www.youtube.com/c/MVacSystems...
Trevor Houston is the founder & CEO of ClearPath Wealth Strategies, a premier partner in crafting robust financial strategies and delivering an extensive range of financial products and services to both individuals and businesses. He is also the host of What Ya Know Podcast, and a Financial Services Professional offering securities, products, and services through NYLIFE Securities LLC.Today, Trevor Houston takes us back to his turbulent teenage years, marked by family struggles, run-ins with the law, and a proclivity toward the thug life. Charged with a felony at 13 and spiraling out of control, a crossroads moment led him to an alternative path. Now, he's not only the CEO and founder of Clear Path Wealth Strategies, but also a flourishing podcast host with a compelling tale that's anything but ordinary.Trevor Houston also shares the moment that changed everything–highlighting the importance of environment and the possibility of redemption. With his forthcoming book "Breaking Chains" and his unique ability to connect with a variety of people, Trevor's story is nothing short of inspirational.---------------------------------This episode is Sponsored by M-Vac Systems, the innovative wet vacuum DNA collection system that has helped solve numerous cases. Make sure to check out their YouTube channel or head to their website at https://www.m-vac.com for more information.---------------------------------TakeawaysEnvironment is key.Intention drives change.Relationships are crucial.Connect with Trevor Houston:LinkedIn: www.linkedin.com/in/trevorhoustonYouTube: www.youtube.com/@WhoYaKnowWebsite: www.clearpathwealthstrategies.comConnect with Jared Bradley: LinkedIn: www.linkedin.com/in/jaredvbradleySupport the showAll Things Crime is a new, comprehensive video series that will explore every aspect of crime and the ensuing investigation, one video interview at a time. The host, Jared Bradley, is the President of M-Vac Systems, which is a wet-vacuum based forensic DNA collection system, and has experience traveling the world training all levels of law enforcement and crime lab DNA analysts in using the M-Vac to help solve crime. Along the way he has met people from all walks of life and experience in investigating crimes, so is putting that knowledge to use in another way by sharing it in these videos. If you are interested in more videos about the M-Vac, DNA and investigations, also check out the M-Vac's channel @https://www.youtube.com/c/MVacSystems...
Middle Ground with JLE L.L.C. "Where We Treat You Like Family" welcomes Financial Literacy Coach, Entrepreneur, Influencer, Keynote Speaker, Licensed Financial Services Professional of Pinnacle Elite Agency Inc. Madonna Brown as she shares her journey of leaving Corporate America to educate all in Life Insurance Finances and its benefits.
Dive into an enlightening conversation with Rolando Rodriguez, a distinguished Financial Services Professional, in our latest podcast episode! Rolando shares his passion for uplifting others, evident in his frequent shoutouts for fellow entrepreneurs and charities. Discover the driving force behind his commitment to encouragement and empowerment. Reflecting on life's journey, Rolando provides a glimpse into the advice he would impart to his younger self, revealing the age at which this wisdom would have been most impactful. It's a heartfelt exploration of personal growth and the lessons learned along the way. The episode takes a deep dive into Rolando's entrepreneurial journey, unraveling the beginnings, struggles, breakthroughs, pivotal moments, and the key individuals who shaped his success in the financial services industry. Gain insights into the makings of a thriving entrepreneur and the invaluable experiences that paved the way. Rolando demystifies the secret to financial freedom, sharing the principles that can unlock the path to financial independence. From the ideal financial path for different life stages to smart investment strategies, he provides actionable steps tailored to individuals at various points in their financial journey. Ready to transform your perspective on entrepreneurship and financial well-being? Join us for a thought-provoking episode with Rolando Rodriguez on Entrepreneur Journey
Middle Ground with JLE L.L.C. "Where We Treat You Like Family" welcomes Fellow Wayne State University Alum, Taylor Touch Cleaning Services, & Financial Services Professional Life Coach/CEO Taylor Dill-Reese as she shares her journey from getting Financial Advice to becoming an Advisor and Entrepreneur along the way.
Gerald Scruggs, Sr. is a 20 yr Supplemental Health & Financial Services Professional from Detroit, Mi, and Your Benefit Solutions, LLC owner. As a youth, he developed a strong work effort and an appreciation for earning his own way by working with his father at a community gas station. Eventually, he grew up to become one of the first Black Master Furriers in the country, before fate took him in a different direction. After a shift in careers, he found himself in Sales Management and eventually met a mentor who introduced him to the world of worksite supplemental benefits, and his life was forever changed. Hear the fascinating story of his journey from designing fur coats to protecting financial foundations all because...He got a license. Contact: 248-703-9186 Email;benefitssolutionllc@gmail.com Linked: https://www.linkedin.com/in/gerald-l-scruggs-sr-097aa51a/ YSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated opportunity in business today...a career in the Insurance industry. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License" Looking to get into the industry?: https://Bit.ly//Ysgetalicense Support this podcast: https://anchor.fm/ysgetalicense/support Host Social Media: IG: https://www.instagram.com/ysgetalicense/ Tik Tok: https://www.tiktok.com/@ysgetalicense Linked In: https://www.linkedin.com/groups/12524487/ About me: Greetings! My name is Rod Powell. I'm an insurance and financial services professional in the DC, Maryland, and Virginia areas. I'm multi-state licensed in Life & Health and Virginia licensed in Property & Casualty Insurance, a Registered Employee Benefits Consultant, and a Commercial Lines Coverage Specialist. This channel is not for me to offer my services, but to educate you on careers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes you think..."You Should Get A License" Rod's Social Media IG: https://www.instagram.com/therodpowell/ Linked In: https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/ #Insurance #InsuranceIndustry #InsuranceProfessional #NewCareers #ProfessionalDevelopment #PersonalDevelopment #Finance #Business #Entreprenuership #Economics #EmployeBenefits #MillionDollarBusiness #Finance #FinancialServices #FinancialIndustry #Benefitbroker #ProfessionalEmployeeOrganization #BlacksinInsurance #PublicSpeaking #Detroit #Equity#AfricanAmerican #ColonialLife #Trion #SupplementalHealth #IndependentAgents #Diversity #Equity #Inclusion #Ownership --- Send in a voice message: https://podcasters.spotify.com/pod/show/ysgetalicense/message Support this podcast: https://podcasters.spotify.com/pod/show/ysgetalicense/support
Jason Murray is an Investment Advisor and Financial Services Professional in the New York Metro area. Over the course of his career, he has become a respected entrepreneur, author, and business trainer. He specializes in assisting individuals with launching, growing, and building successful businesses, leveraging his experience as a business development specialist in corporate America. Jason's leadership roles in the National Sales Network's New Jersey/New York Chapter and the Order of the Feather Fraternity reflect his commitment to giving back to his community and inspiring future entrepreneurs. His recently released book, "7 Mindsets to Successfully Transition from Employee to Entrepreneur" provides valuable insights for those transitioning from an employee mindset to an entrepreneurial one. Jason himself transitioned from a corporate sales professional to a high-performing leader in the financial services industry taking his own mindset and career to new heights...all because He Got A License. Jason Murray's Website: https://www.jasonsmurray.biz/ Jason Murray Instagram: https://www.https://www.instagram.com/jasonmurrayceo LinkedIn: https://www.linkedin.com/in/jason-s-murray-410138229/ LinkedIn: https://www.https://www.linkedin.com/in/jasonmurrayceo/ YSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated opportunity in business today...a career in the Insurance industry. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License" Looking to get into the industry?: https://Bit.ly//Ysgetalicense Support this podcast: SUPPORT THE PODCAST HERE Host Social Media: IG: https://www.instagram.com/ysgetalicense/ Tik Tok: https://www.tiktok.com/@ysgetalicense Linked In: https://www.linkedin.com/groups/12524487/ About me: Greetings! My name is Rod Powell. I'm an insurance and financial services professional in the DC, Maryland, and Virginia areas. I'm multi-state licensed in Life & Health and Virginia licensed in Property & Casualty Insurance, a Registered Employee Benefits Consultant, and a Commercial Lines Coverage Specialist. This channel is not for me to offer my services, but to educate you on careers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes you think..."You Should Get A License" Rod's Social Media IG: https://www.instagram.com/therodpowell/ Linked In: https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/ Schedule Time w/ Rod to Discuss your path in the industry: calendly.com/rodpowell #Insurance #InsuranceIndustry #InsuranceProfessional #NewCareers #ProfessionalDevelopment #PersonalDevelopment #Finance #Business #Entreprenuership #LifeInsurance #Legacy #Fatherhood #MillionDollarBusiness #Finance #FinancialServices #FinancialIndustry #Insurancebroker #FinalExpense #BlacksinInsurance #Transamerica #Mindset #JasonMurrayCEO #Equity#AfricanAmerican #NewJersey #Hackensack #NewYorkCity #BusinessOpportunity #IndependentAgents #Diversity #Equity #Inclusion #Ownership #BlackFriday #FinancialFiduciary #InsuranceLicense #SecuritiesLicense #ProfessionalDevelopment #CashValueLifeInsurance #NationalSalesNetwork --- Send in a voice message: https://podcasters.spotify.com/pod/show/ysgetalicense/message Support this podcast: https://podcasters.spotify.com/pod/show/ysgetalicense/support
Ramu Mundrathi is Financial Services Professional. His present nature of work and previous experiences have left him with profound expertise and extensive knowledge on various skills and technologies. Here is an interesting conversation with him. Host: Roopa Sunku Chief Evangelist at TALCareer Help and Sr. Director of Oracle.
Conscious Millionaire J V Crum III ~ Business Coaching Now 6 Days a Week
Brad Fehn: Build a Business with a Charitable Purpose Brad Fehn is President and CFO of The Influence Board. Over 30 years of experience as a Financial Services Professional, Founder, Innovator, Sales Leader, CEO, Board Member, Private Investor, and Inventor on more than a dozen Patents. With a passion for new technologies and solutions, Brad has served, invested in, been a Board Member, or advised over 50 companies in a broad range of industries from software development, packaging materials, oil and gas services, wireless telecom, fitness, food products, to broadcast media and internet based platforms. Welcome to the Conscious Millionaire Show for entrepreneurs, who want to create an abundant future for themselves and humanity. Heard by millions in 190 countries. Join host, JV Crum III, as he goes inside the minds of Millionaire Entrepreneurs and World-Class Business Experts. Do you want to put more money in the bank, create a powerful impact, and enjoy a purposeful life? This is the podcast for you! Like this Podcast? Get every episode delivered to you free! Subscribe in iTunes Download Your Free Money-Making Gift Now... "Born to Make Millions" Hypnotic Audio - Click Here Now! Please help spread the word. Subscribing and leaving a review helps others find our podcast. Thanks so much! Inc Magazine "Top 13 Business Podcasts." Conscious Millionaire Network has over 3,000 episodes and millions of listeners in 190 countries. Join us as a regular listener to get money-making secrets on how you can grow your business and profits faster!
Brad Fehn: Build a Business with a Charitable Purpose Brad Fehn is President and CFO of The Influence Board. Over 30 years of experience as a Financial Services Professional, Founder, Innovator, Sales Leader, CEO, Board Member, Private Investor, and Inventor on more than a dozen Patents. With a passion for new technologies and solutions, Brad has served, invested in, been a Board Member, or advised over 50 companies in a broad range of industries from software development, packaging materials, oil and gas services, wireless telecom, fitness, food products, to broadcast media and internet based platforms. Welcome to the Conscious Millionaire Show for entrepreneurs, who want to create an abundant future for themselves and humanity. Heard by millions in 190 countries. Join host, JV Crum III, as he goes inside the minds of Millionaire Entrepreneurs and World-Class Business Experts. Do you want to put more money in the bank, create a powerful impact, and enjoy a purposeful life? This is the podcast for you! Like this Podcast? Get every episode delivered to you free! Subscribe in iTunes Download Your Free Money-Making Gift Now... "Born to Make Millions" Hypnotic Audio - Click Here Now! Please help spread the word. Subscribing and leaving a review helps others find our podcast. Thanks so much! Inc Magazine "Top 13 Business Podcasts." Conscious Millionaire Network has over 3,000 episodes and millions of listeners in 190 countries. Join us as a regular listener to get money-making secrets on how you can grow your business and profits faster!
The University of Penn outfielder was a three-year letterman with the Quakers. He was the 2010 Ivy League player of the year and was an all-academic Ivy Leaguer. In October2018, Grandieri was inducted to the University of Penn Hall of Fame finishing his career with a .360 average. He is currently the head baseball coach at Episcopal Academy in Newtown Square, PA and also serves as a Financial Services Professional with Montgomery Insurance Services, Inc.In this episode, Grandieri discusses balancing athletics and academics at a very prominent university on how student-athletes can maintain excellence on the field and in the classroom while coaching today's athletes on the baseball field.Support the showhttps://www.facebook.com/RACPodcast1/https://twitter.com/rac_podcast1https://www.linkedin.com/in/johnboruk/
Hello Everyone!Thank you for tuning in to another episode of I Am Christina DiArcangelo. Today we are discussing how to empower professional woman through financial literacy, which is exactly what our next guest is best at, Michelle Pack. Michelle's official title is Financial Services Professional, but she has an extremely diverse background. She graduated with a degree in hotel & restaurant management, went from being a realtor, to owning a pet business, to working at Solar City that later transformed in to Tesla. She entered the corporate world and got a taste of being a woman in a corporate environment, after that decided her calling was entrepreneurship. Join us! And remember, never be afraid to ask for help.Guest:Michelle PackFinancial Services ProfessionalSpeakerAuthorHost:Christina DiArcangeloAffinity Bio Partners, LLCSpectral AnalyticsSpectral Analytics Precision Tele-MonitoringI Am Christina DiArcangelo
Lawrence Roberts is an Army Veteran and Financial Services Professional based in Richmond, Va. A native of Philadelphia, PA., he spent 22 years jumping out of planes, packing parachutes, as an Army recruiter sharing opportunities and advantages of military service. After his military career, he was looking for a transition back into the civilian world that would allow him to utilize all of his acquired talents. Via an online search, he discovered insurance sales and after having initially an unpleasant experience with one company, he found his stride with a large carrier which allowed him to find a home where he could help other families while also helping his own...all because he got a license. Guest Social Media: Website: www.LawrenceVRoberts.com LinkedIn: https://www.linkedin.com/in/lawrencevrobertsnyl/ YSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated opportunity in business today...a career in the Insurance industry. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License" Support this podcast: https://anchor.fm/ysgetalicense/support Host Social Media: IG: https://www.instagram.com/ysgetalicense/Linked In: https://www.linkedin.com/groups/12524487/ About me: Greetings! My name is Rod Powell. I'm an insurance industry sales professional in the DC, Maryland, and Virginia areas. I'm multi-state licensed in Life & Health and Virginia licensed in Property & Casualty Insurance. This channel is not for me to offer my services, but to educate you on careers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes you think..."You Should Get A License" Rod's Social Media IG: https://www.instagram.com/therodpowell/ Linked In: https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/ Sponsorships: Anchor #Insurance #InsuranceIndustry #InsuranceProfessional #NewCareers #ProfessionalDevelopment #PersonalDevelopment #Finance #Business #Entreprenuership --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/ysgetalicense/message Support this podcast: https://anchor.fm/ysgetalicense/support
Myrna Mills Love shares financial expertise with listeners and what inspired her to become an entrepreneur and move people to understand there is a grand plan for her and her clients. She leads M3 and is based in the metro Charlotte area.Discover more about Myrna at www.myrnamlove.comOne of Myrna's objectives is to move people to financial freedom by transforming their money mindset. What is powerful is Myrna's strong role in partnering with clients to assist in constructing people's financial DNA.Myrna has a passion for investing in real estate and has done so for many years, today she uses new strategies to invest without the techniques used in yesteryear. What interests Myrna and her new approach to real estate investing delivers just a greater return on investment as in the past.Myrna Mills Love is a financial service professional and during this interview, she provides a behind-the-scenes look at how she delivers for her clients.Myrna is co-author of the #1 international best-selling book, "The Image In The Mirror." She shares a couple of co-author's chapters to give listeners an idea of how the book is structured and what it does to empower readers.One of Myrna's upcoming business projects consists of starting an AirBNB, there is no doubt it will be a resounding success. I recommend you stay tuned for when the announcement is made when it opens for business.Learn more about Myrna Mills Love and M3 at this link https://bit.ly/31FhETrGo to Wealth Academy Podcast on Apple Podcasts and rate and review Episode #151 - Myrna Mills Love interview, please provide a 5-star rating. Thank you in advance for your assistance.
Hope Sullivan, Financial Services Professional with New York Life Investments talks to our host Erin Kienzle about planning for your financial future when you have absolutely no plans in place, common mistakes clients make, ideas for investment that "everyone" can put into place and why ... and more. So, kick back, grab your favorite drink, get comfortable and listen in.
During this episode, we're going to discuss some of the critical questions you should ask a financial services professional you're considering working with.
During this episode, we're going to discuss some of the critical questions you should ask a financial services professional you're considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
Tyrone Fernando is one of the coolest Uncles I know and a Brown Parent himself. Fun fact, he is also a Financial Services Professional that has recently begun to follow a career in professional acting, a long time passion of his he has never had a change to pursue. In today's episode we talk candidly about everythiing from this polar shift into acting and his thoughts on Brown Parenting, the toxcity of Tiger parenting and high expectation. Get ready as we both open up about healing our relationships with our parents/children. If you are struggling to build connection with your Brown Parent, then this Episode of The Brown Paint Podcast has the perfect advice for you! More Brown Paint? Find us via https://linktr.ee/brownpaint Instagram: @brownpaintbrown YouTube: 'Brown Paint' Spotify, Anchor & Apple Podcasts: 'Brown Paint' TikTok: @Brownpaint Founder: @aadhyawije
❗Please pardon the technical difficulties! While recording this episode we encounter a rainstorm that interfered with the internet connection.❗ Noele Pace, Financial Services Professional, New York Life Insurance Company. Noele breaks down the overall benefits of why it is so important to secure for those future days. Which many of us are seeing or soon to see. Importance & Difference ✨Whole Life & Term Life ✨Deferred Annuities ✨Wage Gap ✨ Wealth Gap
On this week's episode of Milt Talk Legacy Builders host Zahraa Mouzon is talking with Financial Services Professional, Ayinde Holliman. He has a Masters in Business Administration with a concentration in Finance and is focused on working with families to help them better understand the financial planning process and better prepare for what is coming next. He's an amazing father of 5 children, a loving husband, and a self-made business man. Ayinde's passion lies in assisting families build a better and stronger financial future. Follow them on social media: Zahraa: @zahraamouzon Ayinde: @hollimanfinancial
During this episode, we're going to discuss some of the critical questions you should ask a financial services professional you're considering working with.
This episode of the #RockstarsRocking podcast features the video rockstar himself, Trevor Houston, Talk Show Host at the ‘Who Ya Know’ Job Networking Show, and a Financial Services Professional with NY Life Securities, out of the Dallas-Fort Worth area. Like many of Trevor’s raving fans, I first discovered him via his daily video clips he pushes out on Linkedin. If ...
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
During this episode, we continue our discussion of some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
During this episode, we're going to discuss some of the critical questions you should ask a financial services professional you're considering working with.
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
During this episode, we're going to discuss some of the critical questions you should ask a financial services professional you're considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
During this episode, we're going to discuss some of the critical questions you should ask a financial services professional you're considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
During this episode, we're going to discuss some of the critical questions you should ask a financial services professional you're considering working with.
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with.
Joined by Financial Services Professional Aaron Montgomery to talk about the importance of financial literacy, especially in the black community. We share some sobering statistics about Peoria, talk about our experiences and lack of education about money growing up and the importance of taking the next steps in understanding money so we can change our financial futures!
What does finance have to do with sustainable development? How can we use data to support lending and insurance to create new opportunities for development in underdeveloped regions? Great chat with the phenomenal Hesus Inoma, an experienced Financial Services Professional and Specialist in IoT and Connected Finance with +12 years' experience within the Domestic and Cross-Border Financial Services market. Proven strong leader, strategist, business developer and program manager. Hesus advises on innovation, operations and strategy to suit different needs and business requirements across FinTech and Financial Services firms. Produced by Ben Tulloh.
Iris Montgomery offers financial services for black women starting a new business or who already has their own business. She gives advice on how to expand portfolios with stocks, bonds, and investments. In October, Iris took her business mind and opened a business in Financial Services as a Financial Services Professional where she has been working with clients to plan for their financial futures. Currently, Iris is studying Securities in order to help with expanding portfolios with stocks, bonds, and investments. ► LISTEN LIVE: https://myhoustonmajic.com ► LIKE US ON FACEBOOK: https://facebook.com/myhoustonmajic ► FOLLOW US ON INSTAGRAM: https://instagram.com/majic1021 For over 40 years, Majic 102.1 has served Houston as The People's Station! From community events, wellness, celebrity interviews and more! Check out interviews from the Sweet Talker Kandi Eastman, AV, Uncle Funky Larry Jones, Sky Houston and KG Smooth!
Life experiences have led Yesenia Sanchez into financial services. She is passionate about helping women with financial literacy. Check out our conversation and her online courses. --- Send in a voice message: https://anchor.fm/craig-lytle/message
Commitment, perseverance, and entrepreneurial spirit come together in the impactful field of financial services. Insider Mary discovered that working with people and providing solutions made a career as a financial services professional an ideal fit for her. Listen to or watch to hear more about what it takes to get a practice up and running,Continue reading "25. Build your own practice as a financial services professional."
Today you'll hear from Fuss, a Navy Seal, Troop Commander on Dev Group, Speaker, Financial Services Professional, and Father of 3. We Discussed:What is a SEAL, and what do they do?What is a Troop Commander? What is Development Group?For the average person who has watched movies about Navy Seals and Dev Group, what do we have wrong in our understanding of who you are and what you do?What is a typical day like when you are deployed? What are some of the roles on the team?How has your military experience prepared you for joining the civilian workforce?In what ways are veterans ahead of the curve? Any advice for veterans who are joining the civilian workforce in the near future? Life Story - growing up in military family, wrestling in collegeGeneral life questionsA little about his family and an epic road tripBecoming a better husband and father Patriot Leadership DevelopmentFuss' Family Travel Blog
When my guest, Crystal E. Ward was a little girl, she vividly remembers accompanying her father to the bank. He would show her the increase to his passbook savings as he made his weekly deposits. She also remembers sitting at the dining room table and watching him faithfully write up his tithe envelope. While she never had an official discussion about money management in her household, these encounters remained etched in her mind and served as the foundation for her skill in managing her personal finances. Crystal E. Ward is a financial services professional, a certified personal and professional development coach and sought after speaker and facilitator on various topics of faith, finance and personal and professional development. She shares her experiencing in climbing the corporate ladder from an intern to analyst to a former Senior Vice President in Commercial Banking. Currently as chairman of the board of a $36MM Not For Profit and Finance Chair of her church, she shares why she believes that money is not to be hoarded, but to be used as a tool to live ones purpose. As she now follows her calling to ministry, she plans to continue impacting the world through financial literacy and inspiring individuals to live their God given purpose! Website: http://www.crystaleward.com; Social Media: Facebook: Crystal E. Ward; Closing Word: Gratitude featuring Freddi Fri --- Send in a voice message: https://anchor.fm/whataword/message Support this podcast: https://anchor.fm/whataword/support
I was joined by Duncan Maybury, a 4 figure portfolio who works in SME funding. We discussed the USP of the product, Liquidity, market mechanics, portfolio valuations and much more! Join my Patreon! For as little as £3 a month, get access to amazing premium content and bonus content: https://www.patreon.com/FIGuide Discussed on today's show: - 04:00 - Long term USP of bet - 26:00 - How FI is marketed - 38:00 - Order Book Launch - 37:00 - Share split? - 40:00 - Liquidity - 45:00 - Market mechanics - 58:00 - Starting out on FI now - 01:01:00 - Port Valuation - 01:10:00 - Waht FI need to do to increase prices again! If you did enjoy this, please do subscribe- and leave a review! Want to learn more about football index and hone your trading skills? Check out my YouTube channel: https://www.youtube.com/channel/UCBRKBjc-H8EvC15eejJc6GQ Check out my website: Footballindexguide.com (Footballindexguide.com) If you haven't already signed up to Football Index, use the referral code "FIG" when signing up for a bonus! ⬇ ●Deposit £50 or more, get a £20 bonus (T&C's: https://trade.footballindex.co.uk/figbonus/) ●You also trade up to £500 with a money back guarantee for 7 days (https://trade.footballindex.co.uk/moneybackguarantee/) Today’s episode was brought to you by The Athletic. The Athletic is a subscription-based sports news site, delivering in-depth sports coverage for die hard fans.The Athletic is telling stories you won’t find anywhere else. No ads or clickbait; just great sportswriting. Join today and expand your football knowledge! For 40% off your annual subscription to the best sports writing around, go to theathletic.co.uk/FIG This episode was brought to you in partnership with IndexGain. Check them out here: Index Gain: https://indexgain.co.uk/?pa=FIG&subid=PODCAST and use the discount code 'FIG2020' for £5 off your first month, or your first month free and an extra £5 off if you go for their 6 month membership! The episode is supported by http://footballindextrader.co.uk, the best site for in depth player scouting and trading strategy. As an exclusive offer for podcast listeners, you can give the site a try with a 25% discount on your first month with code "FIG25". This podcast is brought to you by Rising Star Football Edition, the board game of dreams, where you have the chance to play out a footballer’s career of your own. Win career points, earn money and gain fame all in the hope of defeating your rivals, having the greatest career and being crowned Rising Star Champion! The Kickstarter campaign is now live where you can score a copy of the game itself for just £30. There are also Limited Edition rewards available to Kickstarter backers so be sure to check them out. Find out more at risingstarfootballedition.com (risingstarfootballedition.com) Music by Nkato, and Joakim Karud https://www.begambleaware.org/ and 18+
Executive Relationship Manager and Financial Services Professional, Nicholas Harrison discusses entering college with plans for a career in dentistry, later coping with the decision to withdraw from dental school while also preparing to be a first-time father, and forging a new path in the finance industry.
NEWS RELEASEDetroit Couple’s Life-Enhancing Anthology Making A Global ImpactGil And Renèe Beavers’ Book To Debut On October 7, 2020Fort Worth, Texas — During a recent exclusive interview with nationally-acclaimed Making Headline News in Dallas, Gil and Renee Beavers announced the forthcoming release of Rich Relationships: Our Marital Code To Oneness, their spiritually-empowering, the life-enhancing book that will make its official release in October 2020.An anthology project the Beavers spearheaded in May 2020, the eBook version of Rich Relationships: Our Marital Code To Oneness will be officially released on October 7 during an hour-long Zoom session that will air from 12 to 1 p.m. CST.Pre-sale orders for physical and signed copies are currently available and can be purchased at www.richrelationshipsus.com.As the Beavers explained, their quest to orchestrate their much-anticipated anthology emerged amid the launch of their Montgomery, Alabama-based podcast, Rich Relationships, which debuted in 2019.An anthology that is comprised of 17 couples and includes two subject matter experts, Rich Relationship Our Marital Code To Oneness is a foreword by Bishop Geoffrey V. Dudley, Sr.“The combination of our 15 years of working with married and premarital couples, our heart for marriage ministry, and our desire to reach couples all over the world is definitely the catalyst for the Rich Relationship Our Marital Code To Oneness,” Renèe Beavers said.For more information on Gil and Renèe M Beavers, to inquireabout interviews, or to schedule them for a book signing or speaking engagement, call 404.936.1642 or email to richrelationships.us@gmail.com. ###The Pope's Johnnie & Chanel have been married 4-years and in a relationship approximately 10-years. The Popes represent a blended family and are the proud parents of 2 adult children. After casually meeting on two separate occasions; fate randomly reacquainted them years later, and fireworks rapidly ignited! Johnnie and Chanel collectively share 49-years of combined military expertise. Johnnie is a retired U.S. Air Force Senior Master Sergeant. He passionately served in the areas of Flight Medicine and Nuclear Weaponry for 25-years. He currently serves as a Mentor, ordained Elder, and Financial Services Professional. Chanel is a 24-year Veteran and retired Military Officer with combined service in the U.S. Air Force and Army. She is a Doctor of Clinical Psychology and Founding CEO of Sapiente Wellness, a Wellness Consulting Firm. Their philosophy in marriage is to keep God first, to laugh incessantly, and to inspire others by sharing relevant and authentic life experiences.www.Sapienteswritersguild.com
Welcome to the My WHIM Life show where it is our mission is to create a significant impact in this world by sharing WISDOM, HUMOR, INSPIRATION & MOTIVATION in such a way that YOU will use it to affect actual real change in your own life and the lives of others creating a ripple effect of goodness! This week's guest is Amy Clark! Amy is a Financial Services Professional who has found her calling in life helping others, and has a special place in her heart for helping to empower women through the process of understanding their financials. Please help me welcome, Amy. Reach her by email at: amyclark@financialguide.com Amy's Fun Facts: Q: What was your first word? A: I don’t know, so I asked my mom. She didn’t know either, but offered to make something up if I wanted her to. Q: School achievements? A: When I was a brownie, I won a Christmas Card contest that went to the governor. I was head cheerleader for the wresting team my senior year in HS. Won the “bucking barrel” contest at Shep Ranch. Broke my nose at the state wrestling tournament when I ran into the door at the hotel. I was Honored Queen in Jobs Daughters and actually named one of the best that year. Great honor for me. Q: What was your nickname as a child? A: Amy Sue to most, Amit to my grandpa Q: Who is your favorite celebrity and why? A: Ellen DeGeneres, not sure about the current controversy, but I love how she gives and recognizes kindness. My dream is to give money away like that. Q: What was your most embarrassing moment? A: So many. At BSU, just a couple of years ago, Spanish class. Most of the kids just got out of HS and most of them had taken Spanish in HS. So Spanish 101 was an easy A for them. I lasted 2 days and it was humiliating. To top it off, i dropped a maxi pad out of my pad and it was laying in the middle of the floor. All went so fast. Left in tears (At 45) and dropped the class. Q: Favorite food? A: Tacos and huckleberries, but not together Q: Most disgusting food? A: Eggplant Q: Do you sleep on your... A: Side Q: Which superpower would you want to have and why? A: Heal with a touch. Q: What is your greatest fear? A: Something bad happens to my kids. Q: What is your biggest dream? A: To make a lot of money, by helping people and then giving a lot of money away. To be an angel investor and helping people realize their dreams. Q: What is your stance on pineapple on pizza? A: YES!! My favorite kind is Pepperoni and pineapple. Q: If you were a flower, which one would you be? A: Columbine. Wild, different colors and just beautiful Q: In a zombie apocalypse, what is your weapon of choice? A: 26, is that a trick question Q: If you had 10 dogs and someone took one, how many dogs would you have left? A: 9 dogs Q: If you had to wear a disclaimer statement everywhere you went, what would it say? A: My Grandpa always said “Amy doesn’t call a spade a spade, she calls it a F*ing shovel”. I call it like I see it. Not a very good filter. But I really do try. Q: If you were losing your hair, would you transplant or comb over? A: Transplant Thank you so much for joining us today! Please take a moment to subscribe so you don't miss a moment of the goodness! And then share it with all of your friends who need a little WISDOM, HUMOR, INSPIRATION & MOTIVATION in their life! Hugs, Wendy
Update interview with Dr. Jairo Borja, DBA, who is the President of Borja Consulting Group and Financial Services Professional with Primary Financial. Dr. Jairo Borja, DBA has spoken at several Fortune 500 companies including New York Life, Mass Mutual and Penn Mutual. Also, has spoken at First Calvary Baptist Church. Dr. Borja is a speaker, business coach and assists with small business planning, strategy & advice to small business owners. He is also an International Best-Selling Author for his new book being released in December of2019 entitled “Networking Your Way to Success”.Dr. Jairo Borja, DBA is on the board and is the treasurer for Prospanica New Jersey Chapter. Prior to being the treasurer, he was the Vice President of Professional Development assisting with webinars and programming such as speed networking for example to benefit Prospanica members. In addition, Dr. Jairo is the Co-Liaison for ASIS International NYC Chapter. Also, Dr. Jairo serves on the national Young Professionals Council for ASIS International. ASIS International is one of the largest organizations for security professionals to connect for the latest trends, certifications, workshops, monthly luncheons and conferences throughout the world.Dr. Jairo Borja, DBA received his Doctor of Business Administration Degree in Marketing from WaldenUniversity in March of 2019. He also received his Master of Business Administration Degree inManagement from Long Island University in May of 2007. Lastly, Dr. Jairo received his Bachelor ofBusiness Administration Degree in Management from Berkeley College in September of 2003.Dr. Jairo Borja, DBA lives in Linden, NJ with his wife Sofia, daughter Emma and stepdaughter Emilie. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/nikimarieradio/support
Update interview with Dr. Jairo Borja, DBA, who is the President of Borja Consulting Group and Financial Services Professional with Primary Financial. Dr. Jairo Borja, DBA has spoken at several Fortune 500 companies including New York Life, Mass Mutual and Penn Mutual. Also, has spoken at First Calvary Baptist Church. Dr. Borja is a speaker, business coach and assists with small business planning, strategy & advice to small business owners. He is also an International Best-Selling Author for his new book being released in December of2019 entitled “Networking Your Way to Success”.Dr. Jairo Borja, DBA is on the board and is the treasurer for Prospanica New Jersey Chapter. Prior to being the treasurer, he was the Vice President of Professional Development assisting with webinars and programming such as speed networking for example to benefit Prospanica members. In addition, Dr. Jairo is the Co-Liaison for ASIS International NYC Chapter. Also, Dr. Jairo serves on the national Young Professionals Council for ASIS International. ASIS International is one of the largest organizations for security professionals to connect for the latest trends, certifications, workshops, monthly luncheons and conferences throughout the world.Dr. Jairo Borja, DBA received his Doctor of Business Administration Degree in Marketing from WaldenUniversity in March of 2019. He also received his Master of Business Administration Degree inManagement from Long Island University in May of 2007. Lastly, Dr. Jairo received his Bachelor ofBusiness Administration Degree in Management from Berkeley College in September of 2003.Dr. Jairo Borja, DBA lives in Linden, NJ with his wife Sofia, daughter Emma and stepdaughter Emilie.
Have you said something like, "I want to work from home on my terms but... health insurance is too expensive!" or "My benefits are too good!" In today's episode, I am interviewing Marisa Nor on the options freelancers have for Health Insurance, Retirement, Life Insurance, and Benefits. Yes, you have options! Marisa is a licensed life insurance agent, Financial Services Professional, and owner of Sounde Financial Group. In this episode you will find answers to questions like: 1. What is the best way for a freelancer to look for health insurance for her entire family? What approximate cost can we expect? 2. How can I set up a Health Savings Account when I'm self-employed? Can I contribute to my HSA as an employer AND employee? Is this a write-off for taxes? and, 3. What's the best resource to use to plan for retirement if I'm self-employed? plus more! Thanks for sending in your questions and joining us today! Connect with Marisa to schedule a free consultation call and click HERE to grab my Get Legit Kit! SHOW NOTES: www.MicalaQuinn.com/episode113
Get ready, friends! I thrilled to introduce Sam Schaefer today. I'm so grateful to Sam for sharing her wisdom with us all. Sam is mom to 3 kids ages 12, 2 and 1 and is a Financial Services Professional with New York Life. She shares with us how to find our power and change our stars along with how she uses affirmations to create abundance. You can find Sam on IG @simplysam.ks and on Facebook at https://www.facebook.com/SamSchaeferNYL/
Ryan Wang is a Financial Services Professional. Striving to be world class and an elite business professional. Focused on self development and growth. Always learning how to connect with people better and how to bring more value to people's lives.
I interview military veteran and entrepreneur Dr. Luis Rodriguez. We discuss leveraging credit and allowing your credit to work for you. He shares his expertise on starting a career in financial services, certifications, business relationships and a path to obtaining generational wealth. If you’re serious about winning and getting to the next level, take ownership of your future, take some time to invest in “you” and take a listen! Song: Last Summer - Ikson htts://soundcloud.com/
Recorded on March 24, 2019 Moderator: Leslie Fagin (@MsFagin) Leslie is an instructional technology coach for a suburban school district in Georgia. She is also a foster mother, community volunteer, avid reader, and world traveler. Panelists: Zanae Ari High school educator and current doctorate student. Dissertation will focus on whether mentoring and parental and community involvement affects male (particularly African American) suspension and expulsion rates. Marcus Emjay Smith (@MarcEmjay1) Husband of 25 years, Licensed Minister, Adjunct Instructor, Financial Services Professional, Financial Literacy Teacher, & Life Long Learner. Dr. Amy Heger (@Dramyheger) An award-winning educator and edu-business coach, I'm passionate about helping educators reach their highest potential and maximize their passions and expertise. Shilpi Mahajan (@FableFy) Shilpi Mahajan is the Founder of Fablefy, a company committed to bringing Mindfulness to education. Dr. Angela Dye (@ejuc8or) Dr. Dye engages in public intellectual work, community organizing & teacher training. Check out her podcast on power, social change and disrupting margins: www.eshpodcast.libsyn.com Check out: Journey to the Y in You by Dene Gainey The Teacher’s Journey by Brian Costello The Fire Within by Mandy Froehlich EduMagic by Sam Fecich DivergentEDU by Mandy Froehlich Daddy’s Favorites by Elissa Joy Level Up Leadership by Brian Kulak DigCitKids by Marialice Curran & Curran Dee Stories of EduInfluence by Brent Coley The Edupreneur by Dr. Will In Other Words… by Rachelle Dene Poth To Whom it May Concern… edited by Sarah Thomas & Nicol R. Howard One Drop of Kindness by Jeff Kubiak Music: Ron Madison (@Madison_Ron) Producer: Sarah Thomas (@Sarahdateechur) Subscribe: podcasts.edumatch.org/edumatchpodcast Join the movement: www.edumatch.org --- Send in a voice message: https://anchor.fm/edumatch-tweet-talk/message Support this podcast: https://anchor.fm/edumatch-tweet-talk/support
Dan, originally from New Hampshire, attended Texas State University while on a baseball scholarship and graduated with a degree in Engineering Technology. After two years of playing professional baseball, Dan worked in the field of engineering and industrial sales but ultimately found his calling through a community friend in the Financial Services Industry with New York Life / NYLIFE Securities. He started as a Financial Services Professional in 2001 achieving Council for three consecutive years and was promoted to Partner in the Austin General Office in 2005. Dan was then promoted to Senior Partner in 2011 because of the hard work and dedication of the advisors he served. In March of 2014, Dan accepted the opportunity to become the Managing Partner of the Tacoma General Office for New York Life. After four successful years, the Rioux family decided Texas would be home for getting the kids through High School also starting his own firm, Synergy Partners Wealth Strategies – a firm of Financial Advisors for Advisors. Dan enjoys playing music and golf and is active in his community mainly through his commitment and leadership with the Rotary Club of Lakeway/Laketravis. Dan and his wife, Kristy, live in Lakeway, Texas and have three children, Taylor (15), Hunter (13), and Addison (10). What you'll learn about in this episode: What valuable and difficult lessons Dan learned early in life that have served him throughout his career Why Dan learned early in his baseball career to do whatever it takes to be a part of the team How Dan struggled with anger and frustration in his last year of baseball and quit, and why that led him to depression and sadness for a few years afterward Why Dan believes that the organization and structure of children's sports today can hold kids back from the positive aspects of playing What topics Dan covers in his upcoming book and how they relate to the “business” of kids' sports What advice Dan would offer to a parent concerned that his or her child is falling out of love with sports How children can learn to deal with adversity through sports, and why those formative lessons are important to allow kids to learn How Dan's company, Synergy Partners Wealth Strategies, hires people in large part based on whether they're coachable Why creating a “safe” environment allows people to make mistakes, learn, and take ownership of their work What Dan's podcast is about, why he decided to start it after writing his book, and what high-profile guests he's been able to have on his podcast Additional resources: Website: www.synergypartnerswealthstrategies.com LinkedIn: www.linkedin.com/in/danrioux/ Twitter: @AgencyBuilder Stay tuned for Dan's book and podcast coming out this year
This week we are talking to Luis Corrales. Luis is a Financial Services Professional and partners in the firm, Copecorrales Financial Group. Luis is an elite level producer in the financial services and achieved success at a very young age. For those who are in the financial services industry, Luis has reached the prestigious Presidents Council Award which puts him in the top 1% of his industry. For everyone else, Luis has changed countless lives and was compensated very nicely due to the impact he has made. No, it didn’t happen over night and it didn’t come easy. He worked extremely hard to get to the level he is at and he shares his story on how he got to where he is. Luis attributes his success to having a coach despite being a high performer and on top of his game. Here are eight tips that Luis discusses in the podcast. Tip # 1: When planning the day, keep to the basics and stick with what works Tip # 2: Time blocking is essential to get the most out of your day Tip # 3: Identify the areas of life important, time block time the areas other than business Tip # 4: To stay positive in adversity to surround self with people that care and want to succeed. encourage to keep moving forward Tip # 5: When you are scared, it means you are stretching; the only way to grow Tip: #6: Do not afraid to fail, it is a part of the growing process Tip # 7: In adversity, always think abundance. The more you have, the more you have to share Tip # 8: Surround yourself with like minded individuals to challenge and support you. Learn to delegate and be find a team that aligns with your vision For those interested in contacting Luis for financial advice or professional advice, please go to his website at www.copecorrales.com. You could reach him at 202-580-2068 and email at lcorrales@copecorrales.com. CopeCorrales Group offers comprehensive financial planning through a science and results based methodology providing their clients with a clear and concise road map to achieve substantial success.
About Tania Horowitz FukudaAgent & Financial Services Professional with New York Life Insurance Company and NYLIFE Securities LLC, (Member FINRA/SIPC).Specialties: Protecting women & children with solutions related to insurance and financial needs. PERSONAL BIO & MISSIONTania is a financial planner with a unique holistic approach combining traditional and Sustainable Responsible Impactful strategies. Her unique approach is both the result of her alternative upbringing and inspiration from her community and her clients.Being raised vegetarian and pursuing studies in Asian philosophy, history and languages, creative arts and later yoga and capoeira have given Tania a broad range of knowledge and experiences, and overall a more inclusive perspective on life. Coupled with her training in securities, insurance and financial planning, this perspective allows her to bring a more holistic and balanced approach to her financial services.The birth of her daughter marked the beginning of her journey into the financial industry, which started with the purpose to educate and empower herself for the sake of her daughter’s future. However, as she continued on this journey of financial freedom, her deep connections with inspiring clients allowed her to discover her true purpose in this industry: combining the best of both worlds to empower & educate her community, that is, women & holistic-minded entrepreneurs.SPECIFIC SERVICES -Retirement planning (IRA, ROTH, 403b, 401K, pensions, etc.)-Family protection (life insurance, debt management, long term care, etc.)-College Planning (529, Coverdell, etc.)-Sustainable Responsible Impactful (SRI) investment strategies-Tax diversification and risk diversification-Business protection (disability insurance, key-man insurance, etc.)Tanya's Links:FB personal FB PageLC's Links:Light of Conscience Community on FacebookClub LC : Reiki, Connection, Kundalini Yoga, Self-Mastery Circles, Spiritual GrowthMusicWebsiteFacebook PageInstagramWant a free guided meditationfor Patience and Trust?Get on LC’s list HERE See acast.com/privacy for privacy and opt-out information.
On today’s special Financial Services Edition of Sharkpreneur, Seth speaks with Jeff Woodard, Financial Services Professional with Commonwealth Financial Group. Jeff is passionate about helping people to be more efficient with their money. Jeff talks about one of the best ways to do this, by repositioning assets to avoid certain fees and to reduce taxes. Jeff Woodard chose to start his career in financial services in 2017 after years of working in the corporate world, and in entrepreneurial endeavors. His desire to advise friends, family, as well as their friends and family, without the restriction of a 9-to-5 workday, solidified his decision. A results-oriented and innovative individual, Jeff is passionate about helping his Clients cut through the confusion in the financial arena. Known for his breadth of real-world knowledge and pragmatic—yet relaxed—approach, Jeff brings decades of multinational business experience to his practice. His goal is to take a comprehensive, well-rounded approach that is simple to understand and effective. Jeff lives in Salem, SC, with his wife, Lori, and their son, Ian. Outside of work, Jeff enjoys spending time with his family and friends on the lake and in the mountains, traveling, doing yoga, and volunteering locally. http://www.incomeforlife.io/ http://www.commonwealthfinancialgroup.com/ Contact Jeff Woodard 13 Ebb Tide Ct. Salem, SC 29676 864-247-7940 jwoodard@financialguide.com https://www.linkedin.com/in/jeffwoodard/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Chris and Brian sit down with Leah Hanrion of New York Life Insurance Company. Leah is a Financial Services Professional that offers a variety of products that can help you meet a number of insurance and financial needs, including but not limited to, college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Leah has a passion for empowering women. Inspired by personal events, Leah is constantly aspiring to help women lift each other up and inspire one another. www.thejoneszones.com https://www.linkedin.com/in/leah-hanrion-aa007595/ --- Send in a voice message: https://anchor.fm/undisputedawareness/message Support this podcast: https://anchor.fm/undisputedawareness/support
Jason Christopher is a Financial Services Professional and Systems Trainer for World Financial Group, A Transamerica Company. He holds a Bachelor's degree from California State University, Los Angeles and is a Master Success Strategist and Master NLP Practitioner. Jason creates patterns of abundance using financial foundations, and sheds light on the most concerns amongst parents, by creating opportunities and implementing effective financial strategies so families can thrive and prosper.
Join Marnie and special guest speaker Pamela Carmichael as they discuss: 1. The most common mistake people make with money. 2. The Biblical definition of financial empowerment. 3. The 3 critical principles of money management. 4. Practical strategies to reduce spending without losing your joy. 5. Some key way practices to help you keep out of and/or reduce debt. 6. A unique approach the enables you to save money consistently. 7. A sensible organizational system to keep your finances in order. 8. Bonus Tips. Pamela Carmichael has been a Financial Services Professional for over 15 years and holds a degree in Economics & Accounting. She is the award-winning author of “Financial Empowerment: Realign Your Finances to God's Will," a Certified Professional Coach and a Success Principles Coach. Learn more at www.PamelaVCarmichael.com
BlogTalkRadio - Joining the Online Conversation! * You are encouraged to call 646.929.1595 to ask questions. This week's show: * Mildred M. Tassone is with Keller Williams Realty Greater Nassau and a small business marketing and communications consultant. * Jason Marcus of Continental Home Loans will give us an update on the latest in interest rates and mortgage news. * Alfonso Fulgieri a Financial Services Professional and Agent for New York Life Insurance Company. * Janet Mundo is a Somatic and Headache Coach, a bodyworker, and a published author, based in Manhattan. She helps clients relieve and prevent chronic headaches and migraines naturally, without drugs, and live optimally through in-depth coaching. * Ryan Goodin of Diligent Brands, Inc. is a full-service marketing agency specializing in the development and implementation of online marketing strategies.
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