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Coach Chuck Barnard is an author, speaker, champion's mindset mentor, and a father of four who has been in the education industry for over 30 years. Chuck has a master's degree in special education, is certified in Advanced Behavioral Modeling, and is a Master NLP, Time-Line Therapy® and Hypnotherapy Practitioner. He has been a skier for 56 years, has walked across burning coals with Tony Robbins on three different occasions and loves traveling. Chuck has been a baseball player or coach for 50 years. Chuck's greatest passion is to see teenagers become champions not only on the athletic field and in the classroom, but most importantly in life.Learn More: https://coachchuck360.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-coach-chuck-barnard-the-champions-mindset-mentor
Chris' story begins in Arizona, where his family was among the first to settle the wild and beautiful land. He grew up a cowboy, surrounded by storytellers, where he learned a fundamental truth: words create worlds.His journey to wealth management wasn't planned. As a top-producing commercial real estate broker, Chris outperformed seasoned veterans not because he knew the most about properties, but because he understood people. When a friend insisted he'd excel in financial services, Chris initially resisted. But upon entering the industry, he immediately saw what others missed—advisors weren't struggling because they lacked knowledge. They were struggling because they lacked leadership.This insight was personal. Having witnessed how wealth dissolves across generations, including in his own family—Chris recognized the devastating consequences beyond financial loss. The statistics are stark: 90% of generational wealth disappears by the third generation, leaving broken families in its wake. That's why this isn't just business for Chris—it's legacy work. After transforming one wealth management firm's approach from technical expertise to authentic leadership, the results were undeniable—in just two years, they were bringing in as many assets monthly as they had previously achieved annually. Chris recognized a profound opportunity: financial advisors, with their intimate connection to families and wealth, could create a generational impact far beyond investment returns.Learn more: https://www.psblty.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-smith-founder-of-psblty
Chris' story begins in Arizona, where his family was among the first to settle the wild and beautiful land. He grew up a cowboy, surrounded by storytellers, where he learned a fundamental truth: words create worlds.His journey to wealth management wasn't planned. As a top-producing commercial real estate broker, Chris outperformed seasoned veterans not because he knew the most about properties, but because he understood people. When a friend insisted he'd excel in financial services, Chris initially resisted. But upon entering the industry, he immediately saw what others missed—advisors weren't struggling because they lacked knowledge. They were struggling because they lacked leadership.This insight was personal. Having witnessed how wealth dissolves across generations, including in his own family—Chris recognized the devastating consequences beyond financial loss. The statistics are stark: 90% of generational wealth disappears by the third generation, leaving broken families in its wake. That's why this isn't just business for Chris—it's legacy work. After transforming one wealth management firm's approach from technical expertise to authentic leadership, the results were undeniable—in just two years, they were bringing in as many assets monthly as they had previously achieved annually. Chris recognized a profound opportunity: financial advisors, with their intimate connection to families and wealth, could create a generational impact far beyond investment returns.Learn more: https://www.psblty.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-smith-founder-of-psblty
Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: https://aaalifesolutions.com/ The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-tax-traps-and-time-bombs
Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans, Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan .Learn More:https://federalemployeeadvocates.com/Cameron/https://www.linkedin.com/in/cameron-bryant-48b51014/949-412-3534Cameron@ FederalEmployeeAdvocates.netPlease be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-cameron-bryant-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates
Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: https://aaalifesolutions.com/ The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-tax-traps-and-time-bombs
Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans, Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan .Learn More:https://federalemployeeadvocates.com/Cameron/https://www.linkedin.com/in/cameron-bryant-48b51014/949-412-3534Cameron@ FederalEmployeeAdvocates.netPlease be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-cameron-bryant-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates
Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: https://aaalifesolutions.com/The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-paycheck
Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: https://aaalifesolutions.com/The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-paycheck
Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: aaalifesolutions.comThe opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-mountain
Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: aaalifesolutions.comThe opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-mountain
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone, or GM. Now he works for you! And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.Learn more: http://www.stellar-assets.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-beating-the-market
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone, or GM. Now he works for you! And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.Learn more: http://www.stellar-assets.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-beating-the-market
Jed G. Morley is the founder and CEO of Backstory Branding, a consultancy dedicated to helping businesses build brands that live up to their promise through consulting, coaching, and courses. With over two decades of experience, Jed has led brand breakthroughs for category leaders such as BambooHR, Lucidchart, Consensus, Grow, and Vasion. His proprietary Backstory Brand Wheel™ Framework has empowered organizations across industries to clarify their purpose, articulate their value, and codify their culture.Jed has also written a book titled “Building a Brand That Scales”, which is set to be released on June 3, 2025.Learn more: https://www.backstorybranding.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jed-morley-founder-and-ceo-of-backstory-branding
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.Learn more: http://www.stellar-assets.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-managing-market-risk
Priscila “Pri” Cosentino is an accomplished Senior E.A.S.E. Advisor and Wealth Mentor, renowned for her ability to integrate financial expertise with transformative personal development methodologies. With over a decade of experience across industries in Brazil and the United States—ranging from advertising and events to retail and financial services—Pri brings a wealth of knowledge and a strategic advisory mindset to every client engagement.Mentored for over decades by the best in the world, Pri has refined her expertise in financial planning, wealth mindset, and strategic growth. Her approach goes beyond traditional financial advisory by integrating emotional intelligence, addressing the cognitive, emotional, physical, and spiritual dimensions of a client's life.As a Senior E.A.S.E. Advisor specializing in Wealth Mentoring, Pri leverages the E.A.S.E. Methodology™ (Empowerment, Alignment, Strategy, and Execution) to deliver customized, results-driven strategies. Through her advisory work, she identifies and addresses the root causes of financial behaviors, empowering clients to cultivate a wealth-conscious mindset and take ownership of their financial journeys. The proven methodology focuses on: Strategic Wealth Alignment, Transformational Mindset Shifts, Goal-Driven Execution, and Systemic Integration. Pri's expertise empowers her clients not only to achieve financial freedom but also to develop emotional intelligence, strengthen their leadership capacity, and foster lasting personal fulfillment.With an MBA in Neuroscience and Human Behavior from UniF and a degree from the University of Central Florida (UCF), Pri combines her financial acumen with deep knowledge of emotional intelligence (EI) and behavioral finance. Through her advisory work, she seamlessly integrates these insights to help clients make informed decisions that align with both their financial goals and their emotional well-being. By applying evidence-based coaching techniques, Pri guides her clients toward profound transformations, helping them cultivate resilience, purpose, and self-accountability.Pri's commitment to advisory excellence and mentoring leadership is deeply influenced by her decade-long mentorship with Dan Brooks at Xexis Private Wealth, an independent financial services firm specializing in creating and maintaining customized retirement strategies for clients. Dan's mentorship has instilled in Pri the highest standards of integrity, ethics, and professionalism, enabling her to develop tailored strategies that secure her clients' financial futures while fostering their emotional and personal growth. Xexis Private Wealth's comprehensive approach includes: Retirement Income Strategies, Wealth Management, and Tax and Estate Planning.By blending Xexis Private Wealth's proven strategies with her expertise in Coaching, Pri delivers a unique value proposition that empowers clients to achieve not only financial freedom but also emotional balance and personal fulfillment. Pri's work is grounded in a deep commitment to integrity, ethics, and authenticity, principles that guide her approach to advisory and mentoring. Her ongoing pursuit of knowledge ensures that she remains at the forefront of financial advisory and personal development, consistently offering her clients innovative and effective solutions.Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a global clientele, offering personalized experiences that resonate with her clients' unique aspirations. Beyond her professional achievements, Pri is a lifelong learner and advocate for holistic well-being. She finds inspiration in her travels, meaningful conversations about business, art, and faith, and cherishes her role as the proud dog mom to Tish, Weiße, Pkna, and Traya.Learn more: http://pricosentino.com/ and http://xexiswealth.com/DISCLAIMER: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC. are independent of each other Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions provided by third parties have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned. Third party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This recognition should not be construed as an endorsement of the advisor. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client's evaluation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-senior-e-a-s-e-advisor-with-xexis-private-wealth
Jed G. Morley is the founder and CEO of Backstory Branding, a consultancy dedicated to helping businesses build brands that live up to their promise through consulting, coaching, and courses. With over two decades of experience, Jed has led brand breakthroughs for category leaders such as BambooHR, Lucidchart, Consensus, Grow, and Vasion. His proprietary Backstory Brand Wheel™ Framework has empowered organizations across industries to clarify their purpose, articulate their value, and codify their culture.Jed has also written a book titled “Building a Brand That Scales”, which is set to be released on June 3, 2025.Learn more: https://www.backstorybranding.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jed-morley-founder-and-ceo-of-backstory-branding
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.Learn more: http://www.stellar-assets.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-managing-market-risk
Priscila “Pri” Cosentino is an accomplished Senior E.A.S.E. Advisor and Wealth Mentor, renowned for her ability to integrate financial expertise with transformative personal development methodologies. With over a decade of experience across industries in Brazil and the United States—ranging from advertising and events to retail and financial services—Pri brings a wealth of knowledge and a strategic advisory mindset to every client engagement.Mentored for over decades by the best in the world, Pri has refined her expertise in financial planning, wealth mindset, and strategic growth. Her approach goes beyond traditional financial advisory by integrating emotional intelligence, addressing the cognitive, emotional, physical, and spiritual dimensions of a client's life.As a Senior E.A.S.E. Advisor specializing in Wealth Mentoring, Pri leverages the E.A.S.E. Methodology™ (Empowerment, Alignment, Strategy, and Execution) to deliver customized, results-driven strategies. Through her advisory work, she identifies and addresses the root causes of financial behaviors, empowering clients to cultivate a wealth-conscious mindset and take ownership of their financial journeys. The proven methodology focuses on: Strategic Wealth Alignment, Transformational Mindset Shifts, Goal-Driven Execution, and Systemic Integration. Pri's expertise empowers her clients not only to achieve financial freedom but also to develop emotional intelligence, strengthen their leadership capacity, and foster lasting personal fulfillment.With an MBA in Neuroscience and Human Behavior from UniF and a degree from the University of Central Florida (UCF), Pri combines her financial acumen with deep knowledge of emotional intelligence (EI) and behavioral finance. Through her advisory work, she seamlessly integrates these insights to help clients make informed decisions that align with both their financial goals and their emotional well-being. By applying evidence-based coaching techniques, Pri guides her clients toward profound transformations, helping them cultivate resilience, purpose, and self-accountability.Pri's commitment to advisory excellence and mentoring leadership is deeply influenced by her decade-long mentorship with Dan Brooks at Xexis Private Wealth, an independent financial services firm specializing in creating and maintaining customized retirement strategies for clients. Dan's mentorship has instilled in Pri the highest standards of integrity, ethics, and professionalism, enabling her to develop tailored strategies that secure her clients' financial futures while fostering their emotional and personal growth. Xexis Private Wealth's comprehensive approach includes: Retirement Income Strategies, Wealth Management, and Tax and Estate Planning.By blending Xexis Private Wealth's proven strategies with her expertise in Coaching, Pri delivers a unique value proposition that empowers clients to achieve not only financial freedom but also emotional balance and personal fulfillment. Pri's work is grounded in a deep commitment to integrity, ethics, and authenticity, principles that guide her approach to advisory and mentoring. Her ongoing pursuit of knowledge ensures that she remains at the forefront of financial advisory and personal development, consistently offering her clients innovative and effective solutions.Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a global clientele, offering personalized experiences that resonate with her clients' unique aspirations. Beyond her professional achievements, Pri is a lifelong learner and advocate for holistic well-being. She finds inspiration in her travels, meaningful conversations about business, art, and faith, and cherishes her role as the proud dog mom to Tish, Weiße, Pkna, and Traya.Learn more: http://pricosentino.com/ and http://xexiswealth.com/DISCLAIMER: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC. are independent of each other Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions provided by third parties have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned. Third party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This recognition should not be construed as an endorsement of the advisor. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client's evaluation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-senior-e-a-s-e-advisor-with-xexis-private-wealth
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail and Transportation.But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be an honor, if people would consider him a money manager.On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.Learn more: http://www.stellar-assets.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-investing-in-individual-equities
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail and Transportation.But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be an honor, if people would consider him a money manager.On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.Learn more: http://www.stellar-assets.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-investing-in-individual-equities
An educator, consultant, and business builder, Tim teaches entrepreneurs, business owners, and CEOs how to design, build, and activate business strategies based on a foundation of their core brand assets.A master at helping businesses curate and communicate their true value in the market. Tim loves making a difference in people's lives.Tim works with industry leaders who have chosen to do things differently. These are the pioneers of industry who, when they see a trend or a gap in the market, take action to create value the market wants to see. A storyteller, Tim shares life in business experiences through analogy – bringing business frameworks to life.Tim is highly skilled at connecting to the bigger vision, breaking down the complexities of business, and empowering entrepreneurs, business owners, CEOs and their leadership teams to achieve their vision.With over 30 years of supporting enterprises and growing businesses, Tim has built teams of capable, passionate, purpose-led professionals who can activate business growth.Tim is an entrepreneur, business growth specialist, keynote speaker, and industry leader in business education and consulting to private enterprises. Tim offers a choice of delivery methods including consulting, coaching, training, facilitation, and mentoring.Learn more: https://www.timdwyer.net.au/The Tolemy MapGet on the book notification list: http://www.Tolemy.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tim-dwyer-founder-director-with-tolemy
An educator, consultant, and business builder, Tim teaches entrepreneurs, business owners, and CEOs how to design, build, and activate business strategies based on a foundation of their core brand assets.A master at helping businesses curate and communicate their true value in the market. Tim loves making a difference in people's lives.Tim works with industry leaders who have chosen to do things differently. These are the pioneers of industry who, when they see a trend or a gap in the market, take action to create value the market wants to see. A storyteller, Tim shares life in business experiences through analogy – bringing business frameworks to life.Tim is highly skilled at connecting to the bigger vision, breaking down the complexities of business, and empowering entrepreneurs, business owners, CEOs and their leadership teams to achieve their vision.With over 30 years of supporting enterprises and growing businesses, Tim has built teams of capable, passionate, purpose-led professionals who can activate business growth.Tim is an entrepreneur, business growth specialist, keynote speaker, and industry leader in business education and consulting to private enterprises. Tim offers a choice of delivery methods including consulting, coaching, training, facilitation, and mentoring.Learn more: https://www.timdwyer.net.au/The Tolemy MapGet on the book notification list: http://www.Tolemy.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tim-dwyer-founder-director-with-tolemy
Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America. Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf Important Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-planning
Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America. Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf Important Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-planning
As the President and Founder of The Responsible Brand, he is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.Learn more: https://theresponsiblebrand.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-lifestyle-protection-during-the-expensive-college-years
As the President and Founder of The Responsible Brand, he is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.Learn more: https://theresponsiblebrand.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-lifestyle-protection-during-the-expensive-college-years
Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state – or SEC – SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA, and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-ira-strategy
Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state – or SEC – SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA, and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-ira-strategy
Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-moving-from-accumulation-to-distribution-phases-in-planning-for-retirement
As the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.Learn more: https://theresponsiblebrand.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-cashflow-management-to-fund-college-without-affecting-your-retirement
Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-moving-from-accumulation-to-distribution-phases-in-planning-for-retirement
As the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.Learn more: https://theresponsiblebrand.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-cashflow-management-to-fund-college-without-affecting-your-retirement
Mickie Kennedy founded eReleases 26 years ago to help small businesses, authors, and startups increase their visibility and credibility through press release distribution.He lives in the Baltimore area.Learn more: https://www.ereleases.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mickie-kennedy-founder-of-ereleases
As the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions.With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.Learn more: https://theresponsiblebrand.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-president-and-founding-member-of-the-responsible-brand-discussing-student-loan-myths-misconceptions
As the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions.With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.Learn more: https://theresponsiblebrand.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-president-and-founding-member-of-the-responsible-brand-discussing-student-loan-myths-misconceptions
Mickie Kennedy founded eReleases 26 years ago to help small businesses, authors, and startups increase their visibility and credibility through press release distribution.He lives in the Baltimore area.Learn more: https://www.ereleases.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mickie-kennedy-founder-of-ereleases
Roy Snarr stands at the forefront of asset protection expertise, a nationally acclaimed figure renowned for his mastery and educational contributions.With a career spanning 14 years, Roy's impact spans across both consumer and agent realms, where he simplifies today's most complex safe money and protection strategies. Proficient in Annuities, Life Insurance, and Long-Term Care solutions, Roy's guidance has empowered thousands of individuals and agents from coast to coast.His influence extends through various media platforms, including television, radio, webinars, and live speaking engagements. Consistently ranked among the Top 1% of financial professionals nationwide for over a decade, Roy's dedication and wisdom have set high standards in the industry, as he continually inspires entrepreneurs to consider how they are giving back to their communities.Beyond his personal and professional aspirations, Roy finds great joy in camping adventures with his wife and cherished trio of children.Learn more: http://www.roysnarr.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-snarr-retirement-solutions-annuity-producers-com
Roy Snarr stands at the forefront of asset protection expertise, a nationally acclaimed figure renowned for his mastery and educational contributions.With a career spanning 14 years, Roy's impact spans across both consumer and agent realms, where he simplifies today's most complex safe money and protection strategies. Proficient in Annuities, Life Insurance, and Long-Term Care solutions, Roy's guidance has empowered thousands of individuals and agents from coast to coast.His influence extends through various media platforms, including television, radio, webinars, and live speaking engagements. Consistently ranked among the Top 1% of financial professionals nationwide for over a decade, Roy's dedication and wisdom have set high standards in the industry, as he continually inspires entrepreneurs to consider how they are giving back to their communities.Beyond his personal and professional aspirations, Roy finds great joy in camping adventures with his wife and cherished trio of children.Learn more: http://www.roysnarr.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-snarr-retirement-solutions-annuity-producers-com
Scott Oldford has helped over 200 businesses scale past seven-figures. Today, he spends the majority of his time as a mentor, advisor and investor. In addition, he is the CEO of The Wisdom Group and helps entrepreneurs scale their businesses while remaining in harmony and balance.When Scott was 8 years old, he made his first $20,000 selling eggs from the chickens on his parents' acreage. By the age of 16, he had a seven-figure web and marketing agency. However, at the age of 21, he lost it all and went $1 million in debt. Since then, he has bounced back and, in total, has built nine of his own seven-plus-figure businesses while becoming one of the top business advisors and strategy coaches to entrepreneurs and online businesses looking to surpass $10M/year.Scott has been featured in nearly every publication and podcast, and his methods and frameworks have been viewed by millions of people, with hundreds of thousands regularly watching his business strategy videos and reading his emails, each of who are impacted directly (and indirectly) by the 100+ entrepreneurs he has helped scale past seven figures.At heart, Scott is a scientist. He's known in his community for converging groundbreaking ideas and future-oriented thoughts, and make them easy for others to understand and implement, and can typically be found researching, watching documentaries, or in a deep rabbit hole about something that most people haven't even heard of.Learn more: http://scottoldford.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-oldford-mentor-advisor-to-entrepreneurs
Scott Oldford has helped over 200 businesses scale past seven-figures. Today, he spends the majority of his time as a mentor, advisor and investor. In addition, he is the CEO of The Wisdom Group and helps entrepreneurs scale their businesses while remaining in harmony and balance.When Scott was 8 years old, he made his first $20,000 selling eggs from the chickens on his parents' acreage. By the age of 16, he had a seven-figure web and marketing agency. However, at the age of 21, he lost it all and went $1 million in debt. Since then, he has bounced back and, in total, has built nine of his own seven-plus-figure businesses while becoming one of the top business advisors and strategy coaches to entrepreneurs and online businesses looking to surpass $10M/year.Scott has been featured in nearly every publication and podcast, and his methods and frameworks have been viewed by millions of people, with hundreds of thousands regularly watching his business strategy videos and reading his emails, each of who are impacted directly (and indirectly) by the 100+ entrepreneurs he has helped scale past seven figures.At heart, Scott is a scientist. He's known in his community for converging groundbreaking ideas and future-oriented thoughts, and make them easy for others to understand and implement, and can typically be found researching, watching documentaries, or in a deep rabbit hole about something that most people haven't even heard of.Learn more: http://scottoldford.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-oldford-mentor-advisor-to-entrepreneurs
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their family cottage in up north Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of his “ex-partner” and beloved friend Bambi, whom he rescued and who went everywhere with him in his travels. In his business model, he works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.“Emotions run the market,” and he has learned from all those emotions from all his students through the years!Learn More: https://www.safeestate.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-taxes-affect-retirement
Tracy Gapin, MD, FACS, is a renowned expert in men's health optimization and longevity, with over 25 years of experience as a board certified urologist. He founded the Gapin Institute to help high-performing individuals, including entrepreneurs, executives, and athletes, achieve peak performance through personalized health programs. Dr. Gapin integrates advanced diagnostics, epigenetics, hormone therapy, and wearable technology to monitor and transform his clients' health, focusing on sustainable, measurable outcomes.A thought leader and author of bestsellers Male 2.0 and Codes of Longevity, Dr. Gapin has been featured on NBC, Entrepreneur Magazine, and at Dave Asprey's Biohacking Conference. He is a member of the American Academy of Anti-Aging, the Age Management Medical Group, Longevity Docs and the International Peptide Society.Learn more: https://gapininstitute.com/Sizzle Reel – https://www.youtube.com/watch?v=fdwSZvdDEiQLaunch Page – https://gapininstitute.com/launch (useful information and free gifts included!)Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tracy-gapin-md-founder-of-gapin-institute
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their family cottage in up north Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of his “ex-partner” and beloved friend Bambi, whom he rescued and who went everywhere with him in his travels. In his business mode, he works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.“Emotions run the market,” and he has learned from all those emotions from all his students through the years!Learn More: https://www.safeestate.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-life-insurance-fits-into-retirement
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their family cottage in up north Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of his “ex-partner” and beloved friend Bambi, whom he rescued and who went everywhere with him in his travels. In his business model, he works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.“Emotions run the market,” and he has learned from all those emotions from all his students through the years!Learn More: https://www.safeestate.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-taxes-affect-retirement
Tracy Gapin, MD, FACS, is a renowned expert in men's health optimization and longevity, with over 25 years of experience as a board certified urologist. He founded the Gapin Institute to help high-performing individuals, including entrepreneurs, executives, and athletes, achieve peak performance through personalized health programs. Dr. Gapin integrates advanced diagnostics, epigenetics, hormone therapy, and wearable technology to monitor and transform his clients' health, focusing on sustainable, measurable outcomes.A thought leader and author of bestsellers Male 2.0 and Codes of Longevity, Dr. Gapin has been featured on NBC, Entrepreneur Magazine, and at Dave Asprey's Biohacking Conference. He is a member of the American Academy of Anti-Aging, the Age Management Medical Group, Longevity Docs and the International Peptide Society.Learn more: https://gapininstitute.com/Sizzle Reel – https://www.youtube.com/watch?v=fdwSZvdDEiQLaunch Page – https://gapininstitute.com/launch (useful information and free gifts included!)Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tracy-gapin-md-founder-of-gapin-institute
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their family cottage in up north Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of his “ex-partner” and beloved friend Bambi, whom he rescued and who went everywhere with him in his travels. In his business mode, he works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.“Emotions run the market,” and he has learned from all those emotions from all his students through the years!Learn More: https://www.safeestate.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-life-insurance-fits-into-retirement
Ross is the Founder of Fencepost, a digital marketing agency that helps small businesses grow their revenue by increasing their visibility and connecting them with more high-quality customers.Fencepost has generated 25K+ qualified new leads and 3K+ new 5-star reviews (just last year) for their clients. They use the Local Growth Formula- a proven method created by Ross that leverages paid search, online reviews, business listing optimization, and more to ensure their clients' businesses show up when their ideal customers search for them.Passionate about developing communities by helping local businesses thrive, Ross has nearly a decade of experience running digital campaigns for businesses, large and small, managing millions in ad spend. He is also the Co-Founder of Trellis Coffee Bar, a local specialty coffee shop that is using Fencepost's Local Growth Formula to grow sales.On the podcast, Ross would love to talk about:The value of online reviews for local businesses. Customers are willing to spend 31% more at businesses with excellent reviews.The difference between passive and active referral systems.When to use ads and when not to, and the value of Google business.How to answer calls effectively to close new leads.Why growing local businesses are the most vital part of community revitalization.Learn more: https://www.fencepost.co/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ross-mcdaniel-founder-of-fencepost
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend Bambi, whom he rescued and went everywhere with me in my travels. In my business model, he works in many states but primarily the Michigan and Ohio areas, fighting for my students and clients from the stock market insanity.“Emotions run the market,” and he has learned from all those emotions from all his students through the years!Learn More: https://www.safeestate.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-market-risk
Darius is a pro arbitrager, business consultant, and motivational speaker with 30+ years of entrepreneurial experience behind him. He recently co-authored Leadership DNA, an anthology in which experts share their extensive insights into the art of leadership and how to cultivate a thriving business culture, drive meaningful change, and build high-performing teams.Learn more: https://www.dariusaross.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-darius-ross-business-consultant-and-motivational-speaker