Podcasts about financial solutions

In this episode, Stephen Schmidt interviews Ryan Williams, founder of ION Capital Solutions, discussing his extensive experience in real estate and business funding. Ryan shares insights into the lending industry, the evolution of investor expectations in the current market, and the challenges faced in commercial real estate. He emphasizes the importance of understanding borrower needs and the unique approach his company takes to help distressed borrowers find solutions. The conversation also covers strategies for finding and structuring deals in today's competitive landscape.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC (https://www.newtonfinancialsolutions.com/). Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants to improve his clients' lives by finding the right solution and encouraging them to be lifelong partners in their own financial plan.In this episode, Chris and Tim discuss:1. Building Wealth by Putting People First2. Client-Centered Advisory3. Leveraging Referrals Without Solicitation4. Keeping Clients for the Long HaulLinkedIn: https://www.linkedin.com/in/tim-newton-70b692b/ Website: https://www.newtonfinancialsolutions.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

In this episode of BioTalk, we welcome Rick Wieczorek, President and CEO of the NIH Federal Credit Union (NIHFCU), to discuss how credit unions like NIHFCU are uniquely positioned to support the biohealth and healthcare communities. With over 40 years of industry experience, Rick shares his journey from teller to CEO and reflects on NIHFCU's 85-year history, its mission-driven approach to service, and the importance of tailoring financial solutions to meet the needs of life science professionals. He also explains the benefits of membership, the value of the NIHFCU "At Work" program for employers, and how the credit union's “Banking with Heart” philosophy is making a difference across the BioHealth Capital Region. Editing and post-production work for this episode was provided by The Podcast Consultant. Rick Wieczorek has been in the credit union industry for over 40 years and currently serves as President and Chief Executive Officer of the NIH Federal Credit Union. Since taking the helm in 2013, he has focused on making NIHFCU the preferred provider of financial services for the healthcare and biomedical communities. His previous roles include President and CEO of Mid-Atlantic Federal Credit Union and CFO of NRL Federal Credit Union, where he became recognized as an expert in asset liability management and wealth strategy. Rick has also served as Chairman of the MD|DC Credit Union Association Board of Directors. A graduate of George Mason University with an MBA from George Washington University, Rick began his career as a teller and brings deep expertise and passion to his leadership in mission-driven financial services.

PSG Wealth is a leading division of PSG Financial Services, offering a full range of wealth management solutions for individuals, families, and businesses across South Africa. Headquartered in Bellville, Western Cape, it provides investment services, retirement and estate planning, fiduciary solutions, and employee benefits. Known for its research-driven, low-risk, and cost-effective investment philosophy, PSG Wealth has earned multiple awards, including Wealth Manager of the Year and top broker recognition. Radio Life & Style on Facebook · The Morning Show Sponsor: Excellerate Security

PSG Wealth is a leading division of PSG Financial Services, offering a full range of wealth management solutions for individuals, families, and businesses across South Africa. Headquartered in Bellville, Western Cape, it provides investment services, retirement and estate planning, fiduciary solutions, and employee benefits. Known for its research-driven, low-risk, and cost-effective investment philosophy, PSG Wealth has earned multiple awards, including Wealth Manager of the Year and top broker recognition. For more, visit Radio Life & Style on Facebook · The Morning Show Sponsor: Excellerate Security

“The earlier you involve finance in the sales process, the more successful you're going to be.” — Aaron Case, Travelers Financial Solutions In an age where AI infrastructure and high-performance computing are reshaping industries, financing has become more than just a back-office consideration—it's a frontline sales tool. In this insightful Technology Reseller News podcast, Doug Green speaks with Aaron Case of Travelers Financial Solutions (TFS) about how credit, lending, and financing are enabling technology resellers and MSPs to close bigger deals, faster—and more often. TFS, part of the Travelers Group with over 40 years of cross-border financial experience, specializes in white-label captive finance programs for OEMs, resellers, and dealers across verticals like transportation, heavy equipment, technology, and medical. As Case explains, these tailored programs let resellers act as their own finance companies, maintaining brand control while TFS manages everything behind the scenes. Unlike banks, which often lack domain knowledge in AI or cloud infrastructure, TFS offers asset-agnostic financing—covering everything from NVIDIA chips to server racks and cooling systems. Just as crucially, TFS uses data-driven processes and a full-service call center to stay connected with customers post-sale, surfacing new sales opportunities and even alerting resellers to potential problems before they escalate. Case emphasized that by integrating financing at the start of the sales cycle—similar to how car dealerships operate—resellers can not only expand deal size but also enhance the customer experience. Whether it's joint ventures, rev share models, or small-dealer servicing, TFS adapts to each partner's go-to-market strategy. In the era of AI and big-ticket hardware purchases, Case argues, relying on conventional financing paths can lead to mismatches between the risk and the reality. “You're putting your livelihood at risk,” he warns, when customers tie loans to personal assets for business technology purchases. TFS aims to structure smarter deals that align value, risk, and opportunity. To learn more about how TFS helps resellers sell more and sell smarter, visit: www.tfsfinancial.com. #AI #TechFinance #ChannelSales #MSP #ITResellers #SmartCapital #NVIDIA #CaptiveFinance #TechnologyResellerNews #TFS #TravelersFinancialSolutions

PSG Wealth is a leading South African financial services provider, offering expert advice and tailored solutions in wealth management, investments, retirement planning, and insurance. With a client-focused approach, PSG Wealth helps individuals and businesses grow and protect their financial future through trusted guidance and innovative strategies. Radio Life & Style on Facebook · The Morning Show Sponsor: Excellerate Security

Ben Richards is the co-Portfolio Manager of Seneca Small Companies fund.In today's episode we pick his brains on the recent market turmoil and where he's seeing opportunities. We cover:Which parts of the market have been impacted the most by Trump's tariffsWhere he is seeing opportunity in the sell-offBen's list of 'under-the-radar growth plays'How any investor can assess management A playbook for investors to navigate this market Want more from Ben and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off. —------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.—------Looking for some of our favourite research tools?Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Farms Advice Podcast, Jack Cresswell and Jonathan Weinstock discuss the evolving landscape of farming and finance in Australia. They explore the concept of high performance in farming, the role of FarmCap as an alternative lender, and the various challenges and opportunities that farmers face in accessing financial resources. The discussion highlights the importance of understanding the unique needs of farmers and the complexities of agricultural economics. In this conversation, Jonathan Weinstock discusses the critical role of non-bank lending in agriculture, emphasising the importance of speed, flexibility, and empathy in financing. He shares success stories, unique challenges faced by farmers, and the transition from non-bank to mainstream financing. The discussion also highlights the significance of diverse income streams for farmers and the launch of FarmCap's investment fund, aimed at providing robust financial solutions for the agricultural sector.FarmCap https://farmcap.com.au Follow Jack on Instagram https://www.instagram.com/cressy__/ and Twitter https://x.com/jcressw3 Support the podcast by sharing it with your mates and subscribe to yourself Pass on the #FarmsAdvice YouTube https://www.youtube.com/@farmsadvice Follow Farms Advice - https://instagram.com/farmsadvice Join the Farmers Only Facebook Group - https://www.facebook.com/groups/farmsadvice For more like this go to https://farmsadvice.com.au Listen on Apple - https://podcasts.apple.com/au/podcast/farms-advice-podcast/id1517590016 Listen on Spotify - https://open.spotify.com/show/2BgpPliHA188ymNRQhEvZY Hosted on Acast. See acast.com/privacy for more information.

Nonprofits face inevitable financial technology changes—often with fear and resistance. In this vibrant discussion, Co-Hosts Julia Patrick and Sherry Quam Taylor welcome Buu-Linh Tran, Senior Vice President of Financial Solutions at JMT Consulting, to demystify this daunting process. Buu-Linh emphasizes adopting a phased approach to make fintech transitions manageable and successful: "It's always easier to swallow when you break it down into phases," she starts, reinforcing the necessity for gradual implementation to foster greater team acceptance.Buu-Linh describes how "your system is a continuous improvement," explaining how launching new technology is just the beginning. Ongoing adaptations, updates, and training are vital for maximizing a system's effectiveness. This process isn't limited solely to technology—it encompasses organizational policies, procedures, and even culture. She also addresses the critical step of the "cutover"—transitioning data from old systems to new—which must be methodically planned to minimize downtime and disruptions.A key challenge nonprofits encounter is communication between departments, particularly finance and fundraising. Systems integration is essential here. As Buu-Linh explains, seamless integration between donor management software and financial systems prevents discrepancies that confuse stakeholders, especially board members, who rely on unified dashboards that clearly show both financial performance and mission outcomes.Speaking to the timing concern for system transitions, Buu-Linh realistically acknowledges, "There's really no good time to change," but stresses the importance of choosing a period of least disruption. Her practical insights guide nonprofits on strategically scheduling changes to avoid peak periods, audits, budgeting, or major events.This informative conversation also highlights JMT Consulting's Innovate 2025 conference, a dynamic annual gathering designed specifically for nonprofit finance professionals. Scheduled to be held in Nashville, it promises networking, technical training, and crucial thought leadership—creating powerful learning and collaborative opportunities."You really do need to get started," Buu-Linh urges us, encouraging nonprofits to proactively embrace fintech change as essential to organizational health and growth! #NonprofitTech #FinancialManagement #ChangeManagementFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

 In this episode of Zero to CEO, I speak with visionary entrepreneur, innovator, and author Mitch Francis about bold solutions to some of the world's biggest challenges. Drawing from his new book, Bad-Ass Solutions for Today's Big-Ass Problems, Mitch shares practical and non-partisan ideas for tackling issues like climate change, national debt, education reform, gun control, and more. With years of experience leading successful businesses across multiple industries, he offers a fresh, real-world perspective on solving problems that matter. Tune in for an eye-opening discussion on creative, actionable solutions that could reshape the future. 

As a small business owner myself, I see this story quite a bit. I hang out around other business owners, and they all think that they're running this very successful company that one day they can sell for tens of millions of dollars. Then they get the bad news that they haven't structured their books the correct way, and they're not achieving enough of a profit to get what they hoped they were going to get when they sold. And that's why they bring in guys like my next guest: Robert Gardner, a founding partner of Gardner Wallace Financial Solutions, and Jack Kearney, with Dumas Capital Partners.

Do you know how you will pay your mortgage, buy food and handle your other must pay expenses, if you lose your job? Make sure you have your Suze notebooks with you for this episode, as Suze gives you all the steps to take so you can survive and rise through this painful situation. Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-personal-pensions

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-personal-pensions

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-long-term-care

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/ Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-financial-teamwork

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-long-term-care

As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I've been helping families, individuals, and business owners secure financial peace of mind since 2013.At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.Learn more: http://www.mycfsi.com/ Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-financial-teamwork

Next in Media spoke with Rich Muhlstock, president of Chase Media Solutions, about his company's push into commerce media, where the bank fits in the flow of media budgets, and what it's like to sell ads in a highly regulated industry.Takeaways:• Chase Media Solutions' Unique Approach: By leveraging first-party data from its 80 million customers, Chase Media Solutions bridges the gap between brands and consumers, emphasizing precision targeting without third-party cookies.• Personalized, Value-Driven Offers: Offers through Chase Media Solutions are not just ads—they are personalized experiences that provide value to both consumers and brands. • Trust and Security as Core Pillars: Chase's emphasis on customer trust, privacy, and security ensures a unique selling point for advertisers, maintaining a brand-safe environment for campaigns.• High ROI through Transparent Attribution: Chase offers a performance-based model where brands only pay for actual conversions, ensuring a measurable and high return on ad spend.• Expanding Advertising Ecosystem: From mobile apps and websites to ATMs, branches, and even billboards, Chase Media Solutions is integrating offers across multiple touchpoints, creating a diverse and comprehensive advertising network.• Data-Driven Consumer Insights: Chase's ability to analyze customer spending habits across categories offers marketers actionable insights for more effective campaign strategies.Guest: Rich MuhlstockHost: Mike ShieldsSponsor: Epsilon Producer: FEL Creative 

See More Here! In this episode of Fintech Confidential: Leaders One on One, host Tedd Huff speaks with Pascale Elie, Co-FOunder & Chairperson of Cellpay and co-founder of HaitiPay, about her work in improving financial services in LatinAmerica and the Caribbean. Pascale shares how the 2010 earthquake highlighted the need for accessible financial tools, leading to the launch of HaitiPay, Haiti's first privately regulated fintech company. She discusses the importance of building partnerships, fostering trust, and addressing regulatory gaps to provide effective solutions.Expanding her efforts, Pascale established Cellpay to connect diaspora funds with local economies, supporting small business investments and community development. She explains how understanding local dynamics and forming strong partnerships are essential for delivering meaningful financial services.The conversation also covers challenges in working with traditional banks and the process of collaborating with Haiti's central bank to create regulations that allowed fintech companies to operate independently. Pascale emphasizes practical tools like digital systems for community savings clubs, which offer secure and transparent ways for members to manage their funds.Pascale shares advice for fintech entrepreneurs, urging them to focus on clear goals, collaborate with the right people, and adapt to unregulated markets by advocating for necessary changes. She also highlights the potential of artificial intelligence to increase efficiency and expand access to financial services, stressing that ethical use of such tools is critical.Join Tedd Huff and Pascale Elie at the FinTech Islands Conference in Barbados from January 22-24, 2025, where they will share additional insights on improving financial services in underserved regions.Key Highlights

When understanding the definition of proptech, why does it make sense to look at who the definition is serving? How did a mechanical engineering student make their way to the Boston tech startup scene? What was it like building a social networking company during the pre-Facebook days? Why was Boston the wrong place to try to raise capital for a consumer technology startup in the early 2000s? What was the difference between Amazon and most other e-commerce companies during the post dot-com days? Why were the capital markets so apprehensive about initially participating in a shared equity product? How long did it take Point to get an agreed upon rating methodology for the shared equity product? When did Point issue its first investment securitization? How does the efficiency of the mortgage market today make it difficult to disrupt debt coupon products? How much in origination should the HEI product be doing annually?Eoin Matthews - Chief Business Officer and co-founder of Point, joins Proptech Espresso to answer these questions and share how helping a friend with the down payment on their first house and unexpectedly getting their money back led to the conviction that there was an incredible opportunity for a shared equity product to help homeowners.

Brandon Wright is the Co-founder and CEO of Tongo, the company he co-founded to help Real Estate agents address cash flow challenges by providing financial tools such as a commission line of credit and a payroll solution to help stabilize their incomes and automate savings. With a deep understanding of the challenges faced by agents and commission-based earners, Brandon has led Tongo in creating innovative solutions that provide liquidity and flexibility, empowering users to manage cash flow effectively. He began his career at Smith Barney in Seattle, Washington, working under renowned contrarian value investor Jamie Dimon, current CEO of JPMorgan Chase. He then ventured into entrepreneurship, starting a coffee shop in Seattle. Brandon then pursued an MBA at Cornell and joined private equity firm Vista Equity Partners, where he implemented best practices across their software portfolio. Leveraging his experience, he co-founded a company that used AI to build decision engines for lenders, ultimately transitioning into developing a buy now, pay later solution for e-commerce called Catapult.(01:09) - Brandon's Journey in Financial Services(06:28) - The Birth of Tongo(07:48) - Challenges in the Real Estate Market(11:09) - Tongo's Financial Solutions for Agents(16:26) - Feature: Pacaso - Luxury vacation home ownership, elevated. Join Pacaso's growth and become an investor of a venture-backed company at Pacaso.com/invest(18:12) - Success Stories & Future Plans(21:32) - Lowering risk with data availability & efficient distribution(27:27) - Impact of NAR Lawsuit on Real Estate agents & investors(35:07) - Feature: Blueprint - The Future of Real Estate 2025(35:54) - NYC Housing Market & FARE Act(40:43) - Collaboration Superpower: Jamie Dimon (Wiki)

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares the insights gathered by the firm's recent advisory council meeting. With valuable feedback from a select group of clients, Darryl uncovers important lessons about the current financial climate and how PAX Financial Group is continuing to adapt to serve its clients better. This episode explores 15 key takeaways from the advisory council that shed light on challenges, opportunities, and unique strategies for financial planning. From understanding the role of a financial advisor to creating meaningful connections with younger generations, Darryl shares practical insights that can help you rethink your financial approach. Key highlights of the episode include: The surprising number of people who still don't have a financial advisor and the importance of seeking professional guidance. Why PAX Financial Group's multiple resources, including in-house legal counsel and strategic partnerships, offer clients a comprehensive approach to solving financial challenges. The challenge of balancing personalized care with business growth while maintaining that "family feel." How financial advisors are meant to be guides - not heroes - and why your financial success is rooted in the decisions you make. A look at how PAX Financial Group is tackling the challenge of engaging with younger generations and ensuring they receive the right financial advice. The concept of core-satellite portfolio investing and why diversification remains crucial in uncertain market times. For more insights and to connect with a financial advisor who can guide you through your financial journey, visit www.PAXFinancialGroup.com. If you found this episode helpful, be sure to share it with others who may benefit from it!

While selling Medicare and ACA, don't forget to include Life insurance in your client's portfolio.  Each of our Brokerage Inc. 2025 AEP Kickoff events included a discussion with our Life Sales Director, Chris Newberry and Tyler End the CEO of Retirable.   We wanted to share this discussion in a look back at our events.   Our Life team is always available to discuss adding life insurance to your portfolio. If you want to watch each of these panel discussions, you can visit our website, www.thebrokerageinc.com/kickoff.  

In this episode of Future Finance, hosts Paul Barnhurst (The FP&A Guy) and Glenn Hopper welcome guest Joe Manganelli. Joe shares his journey from creating a simple Excel macro to founding Amalgam, now an integrated platform for financial automation. With rich insights on AI in finance, entrepreneurship, and investments, Joe discusses the evolution of his company, modern finance's future, and why simplifying processes is often key to innovation.Joe Manganelli is the Chief Revenue Officer of Amalgam and founder of Calculate, a finance and accounting consultancy for startups. With a background in finance and accounting for emerging businesses, Joe has deep expertise in building practical tech solutions for finance teams. His current focus with Amalgam is making financial data easily accessible, automating workflows, and developing tools that streamline the finance function.In this episode, you will discover:How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.The steps finance functions can take to prepare for AI integration and data automation.Insights into the challenges of scaling a tech product from a macro to a platform.Joe's perspective on investing in AI technology and the importance of aligning with market needs.The practical future of AI in finance, from predictive analysis to process automation.In this episode, Joe Manganelli offers a wealth of insights into the intersection of finance, automation, and AI, underscoring the importance of simplifying financial workflows for greater efficiency. Joe's perspective as both a founder and investor provides valuable guidance for anyone navigating the evolving landscape of finance and technology.Follow Joe:LinkedIn: https://www.linkedin.com/in/joemanganelli/Website: https://www.amalgam.me/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiAI Mastery for Finance Professionals: https://a.co/d/h8cTGeRFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:47] – Real Use Cases of Generative AI[09:14] – Introduction to guest Joe Manganelli[11:13] – Overcoming Challenges and Scaling the Product[13:51] – Joe's Investment Philosophy in AI and Startups[19:36] – Amalgam's Data Security and Efficiency Approach[28:05] – The ‘Walk Before You Run' Strategy for AI in Finance[30:33] – The Proactive Potential of Generative AI in Finance[35:16] – Future of Predictive Financial Analysis with AI[38:01] – Fun Q&A segment with...

On this week's episode of the AmiSights Podcast, Fran Miller and Nick Lasorsa from MultiFunding's loan team join Ami and Lynn to discuss the company's culture and mission, along with their experiences navigating the ups and downs of the financing industry. “You have to have all the tools in your tool shed and be comfortable and sort of get your hands dirty to a degree,” Miller said. “And being in that position, I think, simply put, it's not for everybody. There's ebbs and flows of this business…some can ride that wave and others don't enjoy that up and down.” The main topics of today's episode include how making mistakes early in your career can serve as valuable learning opportunities for growth, the transition from a highly process-oriented corporate environment to a small, creative, hands-on company, and how learning on the fly—especially during COVID—helped the company grow and diversify. Connect with Fran: https://www.linkedin.com/in/francis-miller-51116389/ Connect with Nick: https://www.linkedin.com/in/nicholas-lasorsa-aa2230268/ Interested in growing your business? Get started with one of our advisors today: https://bit.ly/3XErUUP Recorded on 8/6/24

Morning Focus was broadcasting live from Carey Corbett Financial Solutions in Ennis, to celebrate the 20th anniversary of the business. Firstly, Alan Morrissey was joined by Shannon resident, Niamh O'Callaghan and Cratloe resident, Padraig Collins to discuss road safety and pedestrian crossings. After that, Alan was joined by Tommy Corbett, of Carey Corbett Financial Solutions to find out more about the business and the work that they do. We then had our weekly Duchas is Dochas segment with Therese McInerney. Next, Alan was joined by Donal Carey, of Carey Corbett Financial Solutions to tell us more about the services they offer. Later, Alan was joined by Michael Guerin, Addiction Counsellor at Cuan Mhuire to discuss funding granted to community drug addiction organisations in HSE MidWest. Alan was then joined by two members of staff who work at Carey Corbett, Mortgage Advisor, Ruth Sheehan and Life Insurance Advisor, Dearbhla Reddan to talk about the success of the business. We then had episode 5 of our True Colours segment where we heard from Thomas Cole. After that, Alan was joined by Tommy Corbett of Carey Corbett financial solutions, Mike Taylor, Director of Policy and Public Affairs FASD and Sallyann Marron, of Sallyann's Handbags for our weekly Friday panel. Next, we had our Atlantic Tales segment with Pat Flynn. To close the show, Alan was joined by Clare FM Sports Editor, Derrick Lynch to preview the upcoming weekend in sport.

If our listeners today are working from home or considering moving your office to your home, stay tuned to get some ideas on the latest technology available to help you save money, time and will help you enjoy working remotely or from your home.

Show NotesJennifer Musser shares leadership lessons from big business. Jennifer is a small business consultant who helps owners gain control of their business with less stress. She is the founder of JLM & Associates Consulting, LLC, applying her business know-how to help entrepreneurs solve financial and operational issues through her personalized small business solutions.Quote: "You can't change people; change who you want to be around, work on yourself, and just let the rest be." - Jennifer Musser

Keaton Hoskins is a serial entrepreneur, coach, motivational speaker, and author, known for his dynamic approach to business and personal development. A key figure on the popular reality TV show "Diesel Brothers," which aired on the Discovery Channel, Keaton leveraged his passion for diesel trucks into a thriving entertainment and merchandise business. His entrepreneurial journey is marked by innovative business strategies, particularly in leveraging social media and unique marketing tactics such as vehicle giveaways. Beyond entertainment, Keaton has ventured into various industries, including fitness, dental, and plastic surgery, often employing groundbreaking financial models to expand service accessibility. His story, rich with lessons on overcoming adversity and harnessing personal hardships for professional growth, is a source of inspiration. Keaton's experiences underscore the importance of resilience, strategic innovation, and the power of a well-structured business model in achieving success.0:00 - Keaton on the hard work needed to launch a business.0:55 - Podcast introduction by Randall Kaplan.1:41 - Keaton's gratitude for the podcast appearance.1:57 - Keaton reflects on his father's impactful life lessons.4:44 - Discussion on career expectations set by parents.6:15 - Keaton's early leadership roles due to his father's health.9:57 - Keaton's passion for football and its influence on him.11:17 - Keaton's aspirations and athletic career.12:41 - Introduction to diesel trucks and their influence.14:08 - Keaton's transformative spiritual mission.17:18 - Keaton explains the missionary commitment.19:49 - Pivotal moments post his father's death leading to medicine.22:17 - Reflections on his father's last words and their impact.24:25 - Transition from medicine to entrepreneurship.28:22 - Innovative business models in dental and plastic surgery.31:01 - Keaton on achieving business success through numerous conversations.33:03 - Importance of having 2000 business conversations.35:10 - Challenges and hard work in entrepreneurship.37:07 - Work ethic comparisons across generations.39:20 - Effective business models adapting to customer finances.41:08 - Expanding access to medical procedures through financing.44:23 - Popularity of breast augmentation in Utah.46:28 - Origin of the Diesel Brothers reality show.49:12 - Utilizing social media and giveaways for business growth.51:46 - Lessons learned from entrepreneurial ventures.53:36 - Sale of businesses and new ventures.56:03 - Importance of building business infrastructure.58:12 - Financial models and business scalability.1:00:25 - The necessity of perseverance in business.1:02:40 - Recap and teaser for the next podcast part.Sponsors:Sandee | Bliss: BeachesWant to Connect? Reach out to us online!Website | Instagram | LinkedIn

Over a TRILLION dollars per year is spent on SAAS and so much of that is wasted! Customers know they are overpaying for subscriptions, don't have good visibility on them, and are aware they could save so much Money if they could bring them all into a single place easily and unlock savings from the software providers This is exactly what Matt Bird, Co-Founder and CEO of Lemon is on a mission to do! To help Businesses save Money so that they can focus on growing their business - and the impact is huge!Not only we go deep on understanding Lemon's customers and solutions, but we go behind the scenes with Matt and understand his thinking process behind driving innovative products. We explore how to build an empowering company culture, customer driven products and feedback loops, pricing, the secret to building great product, the underdog mentality and much more!If you enjoy this Purpose Driven FinTech pod, please subscribe in YouTube, follow in Spotify, and leave a 5 star rating apple podcast. Remember to connect in LinkedIn to keep the conversation going.Let's get into it!

Ashley Feinstein Gerstley is a personal finance expert, CFP®, speaker, and the author of Financial Adulting and The 30-Day Money Cleanse. She founded The Fiscal Femme, a feminist money platform and has helped thousands of people feel financially confident, achieve major financial goals, and destress their relationships with money. She has appeared on or been quoted in The Wall Street Journal, The Financial Times, the TODAY Show, CNBC, Forbes, NBC, Glamour and the The New York Times. Ashley has worked in the financial services industry for over fifteen years: first as an investment banker, then in corporate finance, and most recently running The Fiscal Femme. She graduated with a bachelor's in finance from the Wharton School at the University of Pennsylvania. Money Club Books: - The 30-Day Money Cleanse - Financial Adulting Quiz: Which budgeting app is right for you? Are your credit card points worth it? (as part of the FInancial Adulting Toolkit - in the "ALL ABOUT DEBT" section) Learn more about your ad choices. Visit megaphone.fm/adchoices

This bonus episode is taken from a Live Session that was held to introduce our partners Frontline Financial Solutions. I was deeply honoured to have Howard Reuben and Victoria Bennett join me on the session. Founded by Howard, Frontline are a division of HD Consultants. Offering advice on Mortgages, Insurance and Estate Planning (including a FREE basic will writing service) specifically tailored to the needs of the Blue Light, Military and Emergency Services Communities. Frontline are long time supporters of the Blue Light Card Foundation because they want to give back to the Blue Light Community! Howard and Victoria talk about the founding of Frontline. Their personal histories and how they can help members of the Blue Light Leavers Community! So, I am really grateful for having them join me! You can use the link below to find out more and get in touch with them! https://bit.ly/BLLFrontlineFinancialSolutions If you like what you've heard, then please leave a review and share it with friends and let people know that this podcast is out there. There's a lot of people looking at the moment, a lot of people struggling and so if there's a particular episode that resonates with you then just share it via WhatsApp or text and just let people know that it's there. If you go to the website: ⁠⁠⁠⁠⁠⁠⁠https://www.bluelightleavers.com/  ⁠⁠⁠⁠⁠⁠⁠there's loads of information there about some of the amazing partnerships that we've got, CV writing services and LinkedIn and interview prep, and tonnes of free stuff both within the Facebook group and on the website as well. We also advertise dozens of amazing jobs, every week in the private Facebook Group! If you've no idea where to start, you're feeling overwhelmed and stuck, and just not sure what career you think would be best suited for you or what steps you need to take to make it happen, then you can book a career clarity coaching call through this link: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Clarity Call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This is 1:1 time via Zoom with a Blue Light Leavers Coach to help you get complete clarity and identify the roles and courses that are best suited to you, create an action plan and overcome any blockers you may have. Not sure what roles you can do after the police, check this out: the ScoreApp Scorecard Quiz ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠'What jobs can I do after the Police?' Scorecard  You can listen to the podcast on shift, walking the dog, pottering about, and do it on your phone, desktop, laptop, or tablet, anywhere and whenever suits you, pause and play and they're all completely free! You can join the private Facebook Group via⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠www.facebook.com/groups/bluelightleavers

Are you debating whether to buy or rent your next home? In this episode of The Business Ownership Podcast I interviewed Pam Pettie. Pam has lived in Calgary for the past 20 years.  Her Passion is her two kids and completing triathlons.  Pam has returned to the mortgage industry after 1o years of working with high school students.  She is excited to be a part of the Enrich Mortgage team after working with another Enrich agent who made it possible for her to get back into home ownership after a divorce.Pem shares invaluable insights on the benefits of homeownership, managing debt, and making informed financial decisions.Learn how to take control of your financial future! Check this out!Show Links:Pam at Enrich Mortgage Group: https://www.enrichmortgage.ca/our-people/pam-pettie/Pam Pettie The Survior's Guide: https://www.alcoholicspousehelp.com/Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning. You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:26 – Demonstrating authenticity with your target market 2:35 – Determining the right amount of talking and listening with clients 4:16 – Utilizing strong communication to motivate clients to share information 7:02 – Offering personal information to connect experience to expertise 9:08 – Transitioning from reflections to planning that can be both aspirational and practical Listen to the monthly series, MDRT Presents: @mdrtpresents

Like in any organization, leadership is essential for the success of nonprofit legacy programs. Effective leaders not only shape the organization's future but also engage donors and inspire them to support its legacy through gifts, wills, and other planned giving options. By focusing on building a sustainable legacy, you can ensure that your organizations have a lasting impact on the causes it serve, leaving a positive legacy for future generations. In today's podcast, Ligia Pena from GlobetrottingFundraiser and Stephen Halasnik from Financial Solutions (https://financingsolutionsnow.com/) discuss leadership in a legacy program for nonprofits.

Trauma-informed storytelling is a specialized technique that acknowledges and addresses the impact of trauma on individuals' lives. It is a valuable tool for nonprofits looking to create impactful narratives that resonate with their audience. By following the key principles of trauma-informed storytelling, you can tell authentic and empathetic stories that bring positive societal change. In today's podcast, Maria Bryan from Maria Bryan Creative and Stephen Halasnik from Financial Solutions (https://financingsolutionsnow.com/), discuss how trauma-informed storytelling Helps nonprofits.  

The Bible is clear that we’ll all be judged one day and will have to give an account of how we've managed the resources God has given us. But do we have a blind spot when it comes to faithfully managing money? On today's Faith & Finance Live, host Rob West will talk about how choosing faith-based financial solutions can help us be good stewards of God’s resources. Then, he’ll take your calls and answer the financial questions on your mind.See omnystudio.com/listener for privacy information.

Matthew 25:23, “Well done, good and faithful servant. You have been faithful over a little; I will set you over much. Enter into the joy of your master.”HONORING GOD THROUGH FINANCIAL STEWARDSHIPInspiring Words: We all aspire to hear the commendation found in Matthew 25:23 and to be found faithful as stewards in all aspects of life, including finances.Biblical Foundation: Our financial decisions are rooted in Scripture, with Deuteronomy 8:1 reminding us that all wealth comes from God, and Psalm 50:10-11 affirming His ownership over everything, including us.Glorifying God: The Bible teaches us to honor God in all that we do, including our financial choices. Revelation 4:11, 1 Corinthians 10:31, and Colossians 3:17 urge us to glorify God in every aspect of life, including our finances. FAITH-BASED APPROACH TO FINANCEAligning Values: We are encouraged to make financial decisions that align with our Christian values, including supporting companies with godly practices and investing in opportunities that honor God's principles.Faith-Based Institutions: In the world of finance, there are institutions that prioritize faith-based principles. Christian Community Credit Union is one such example, offering banking solutions that align with our beliefs.Survey Insights: Recent surveys have shown a strong desire among Christians for banking practices that reflect their values, with many considering switching to faith-based institutions like Christian Community Credit Union. CALL TO ACTION AND ASSURANCETaking Action: As faithful stewards, we are prompted to consider our financial decisions carefully and explore options that honor God. Joining a faith-based institution like Christian Community Credit Union can be a practical step in this direction.Security and Peace of Mind: Accounts with Christian Community Credit Union are insured up to $250,000 by ASI, providing not only alignment with Christian values but also peace of mind regarding the safety of our finances. ON TODAY'S PROGRAM, ROB ALSO ANSWERS LISTENER QUESTIONS:Considering cashing out an annuity to supplement Social Security income; advisor suggests another annuity with guaranteed 6% interest. Is this a good plan?Inheriting property, considering adding son to deed to avoid probate; host advises against, suggests Ladybird deed for tax benefits.Inherited $72,000; seeking advice on allocation for paying off mortgage, car replacement, and daughter's college expenses.Jointly owned timeshare; sister wants to buy caller's half. Caller seeks advice on potential tax implications. RESOURCES MENTIONED:Find a Certified Kingdom AdvisorChristian Credit Counselors Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.comwhere you can join the FaithFi Community, and give as we expand our outreach.  Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the future of the producer and IMO space, the shift to virtual meetings, consolidation in the industry, the impact of regulation, and the integration of estate planning and financial solutions. Andrew also shares his personal focus and future plans. Takeaways Relationships are still a key aspect of the insurance industry and producers and IMOs that prioritize serving their producers and building partnerships will thrive. The industry is experiencing a shift towards virtual meetings, with some producers successfully initiating relationships and conducting business through platforms like Zoom. Consolidation is happening in the industry, and producers and IMOs need to adapt and concentrate their businesses to remain successful. The integration of estate planning and financial solutions presents a significant opportunity for producers to provide a higher level of benefits and services to their clients. Regulation is an ongoing concern in the industry, but state-level protection can help ensure consumer protection and maintain the integrity of the industry. Chapters 00:00 Introduction and Background 01:22 Starting in the Insurance Industry 03:16 Educating People about Annuities 06:08 The Importance of Technology in the Industry 07:31 The Persistence of Paper Kits and Brochures 08:08 The Future of the Producer and IMO Space 09:05 The Shift to Virtual Meetings 10:42 The Importance of Relationships in the Industry 12:09 Consolidation and Changes in the Industry 13:31 The Impact of Direct-to-Consumer Marketing 15:03 Regulation and the Future of the Industry 20:27 The Integration of Estate Planning and Financial Solutions 25:26 The Magnitude of the Opportunity for Estate Planners 30:35 The Importance of Celebrating Producers 34:09 The Impact of Regulation on the Industry 37:01 Future Plans and Personal Focus

Rep. Ayanna Pressley (D-Mass.) and other financial experts examine the unique challenges young Americans entering adulthood are facing. Including continued inflation, industry-wide job cuts and high student debt, and how young people are navigating today's economic landscape, learning about financial solutions in online communities and investing in their future. Conversation recorded on Thursday, February 29, 2024.

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan.It is Jonathan's main focus to build his practice based off of honesty and integrity. He cares more about serving his client's best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.Learn More:http://www.leonardfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-protected-income

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan.It is Jonathan's main focus to build his practice based off of honesty and integrity. He cares more about serving his client's best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.Learn More:http://www.leonardfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-protected-income

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan.It is Jonathan's main focus to build his practice based on honesty and integrity. He cares more about serving his client's best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.Learn More:http://www.leonardfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-market-risk

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan.It is Jonathan's main focus to build his practice based on honesty and integrity. He cares more about serving his client's best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.Learn More:http://www.leonardfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-market-risk

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a change of career while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan.It is Jonathan's main focus to build his practice based on honesty and integrity. He cares more about serving his client's best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.Learn More: http://www.leonardfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-longevity-risk

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a change of career while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan.It is Jonathan's main focus to build his practice based on honesty and integrity. He cares more about serving his client's best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.Learn More: http://www.leonardfs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-longevity-risk

Strap in for a high-voltage journey with Clay and Joseph as we unveil the Loop Method, our blueprint for electricians eager to supercharge their sales and customer rapport. Our personal experiences, especially from an autistic perspective, have illuminated the dire need for communication skills that spark genuine connections, not just quick sales. In this episode, we strip back the insulation on aggressive sales tactics and rewire our strategies to foster long-term customer loyalty that's both financially sound and deeply rooted in integrity.As your electrifying guides, we don't just stop at the relationship; we also cast a spotlight on the nuts and bolts of pricing strategies and smart financial practices for running a buzzing electrical business. Learn why a 50% deposit isn't just about securing funds, but a symbol of reciprocal commitment. Discover how offering financing can empower your clients and fuel your business growth. With our hands-on advice, electricians will learn how to keep the current of trust flowing and the lights of success shining bright for a business model that truly powers up their potential.Join us LIVE 5 days a week on the Facebook Community page:https://www.facebook.com/groups/electricpreneursecretsAnd see us and our stories and wins at:https://www.serviceloopelectrical.com

Finacial Wellness! SHOW NOTES We talk Financial Planning, Stability, and Retirment with Entrepeneur and Financial Coach Maggie Charles. We Recommend... Get a Library Card Enjoy Christmas stories on Hoopla during your Christmas travels. Hoopla Cloud-based service uses your library membership to give you books, music, and movies. hoopladigital.com Check on your friends and loved ones who may be struggling through the holiday season. Do a random act of Kindness. The Dave Ramsey Show American radio personality who offers financial advice. He hosts the nationally syndicated radio program The Ramsey Show. Listen to or Watch The Ramsey Show - Ramsey (ramseysolutions.com)