Echelon Radio Podcast
60 episodes - English - Latest episode: 15 days ago - ★★★★★ - 2 ratingsEchelon Business Development Network professionals have a lot to say. Some are wealth managers, lawyers, accountants, actuaries, real estate brokers, business brokers, business owners. And they all have stories about what makes them successful as professionals and human beings. We can all learn from them. Check them out! Echelon Business Development Network.
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Episodes
How She Got Her Start with Jerri Hemsworth - Annemarie Penny with Dreamore
April 11, 2024 16:00 - 27 minutes - 19.1 MBJerri Hemsworth, CEO of Newman Grace Marketing, interviews Annemarie Penny, Founder of Dreamore. Annemarie shares her story of how her journey into recruiting began. Who were her mentors during this journey? What instrument does she play? Where does she like to be outside of the work? Listen to how Annemarie got her start. More About Annemarie Penny About Jerri Hemsworth About Echelon Business Development Network
Meet Donald Jones with DMJ Insurance Services, Inc.
April 01, 2024 05:00 - 32 minutes - 22.4 MBAfter finding his way back to his hometown in Camarillo, California, Don Jones is trailblazing an evolutionary path in the insurance industry. Out of college with a major is business accounting and a natural conversationalist, Don Jones kicked off his career as a “stockbroker”. Just few years later, he started his own investment advisory company and has been forging his own path ever since. Now an insurance expert, Don Jones breaks down everything there is to know about health insurance an...
How She Got Her Start with Jerri Hemsworth—Jennifer Caruso
March 29, 2024 23:00 - 21 minutes - 15.1 MBJerri Hemsworth, CEO of Newman Grace Marketing, interviews Jennifer Caruso, Wealth Advisor at Morton Wealth. Jennifer shares her story of how her journey into becoming a wealth advisor began. How did her finance degree prepare her for her journey into her career? What drew her to Morton Wealth? Where is the next marathon she is running in located? Listen to how Jennifer got her start. More About Jennifer Caruso About Jerri Hemsworth About Echelon Business Development Network How Sh...
Meet Terry Sternberg, Esq. with Law Office of Terence M . Sternberg
March 21, 2024 23:00 - 28 minutes - 19.5 MBA lover of the English language. A voracious reader of historical knowledge. A fierce litigator. Terence “Terry” Sternberg has made a name for himself in and out of the courtroom. Terry’s path into law is an interesting one. One that was partly born out of the search for an intellectual challenge. Working in many different 9-to-5 jobs, Terry wanted more out of life and was searching for knowledge. He entered a paralegal program at UCLA and learned that he could test his way into law school....
Meet Vardan Pogosian, CPA with Pogosian Tax Planning Inc.
March 21, 2024 22:00 - 23 minutes - 16.3 MBTax strategist Vardan Pogosian is a former IRS agent who has taken tax planning to the next level. Born in Armenia and raised in Mongolia, Vardan had his first experience in the business world running numbers and crunching data for his uncle at their fast-food restaurant in Russia. After moving to the U.S., Vardan was accepted into USC, where he thrived in accounting. His lifelong dream of becoming an IRS agent became true a few years later. Now, he runs Pogosian Tax Planning where he works...
Meet Zach Wolkstein with The Balaban Group, LLC
March 15, 2024 19:00 - 19 minutes - 13.7 MBZach Wolkstein has laid down his roots in L.A. as an expert on finding insurance solutions for high net-worth athletes and entertainers at The Balaban Group, LLC. A fifth-generation Essex countian born in Livingston, New Jersey, Zach grew up with a love for football. But an ACL injury would put him on a different path. He spent his college career at the University of Arizona and found his way to Los Angeles. This is where his love for the arts grew, particularly in the areas of pottery and ...
Meet Adam Grant with Grant | Shenon
January 11, 2024 21:00 - 32 minutes - 22.7 MBUltraman World Champion. Ironman. Lifelong learner. A fierce litigation lawyer, Adam Grant has made a name for himself in and out of the courtroom. Adam was born in Phoenix, Arizona but grew up in La Jolla, Calif. It was here where his cultivation for not only his gift for gab but also his enjoyment for the endurance sports had been planted. He made his way up to the Los Angeles area with the love of his life. Once here, he pursued a job in a law firm and entered law school to begin his pat...
Meet Tyler Hamilton with Insperity
December 30, 2023 00:00 - 21 minutes - 14.9 MBAn enthusiastic personality coupled up with a level up attitude, Tyler Hamilton is making a name for himself in the PEO world at Insperity. Though his path in PEO started right out of high school, his work ethic began to be cultivated at a very young age through techniques learned through horse cutting. Later in life, he entered the military and found that he had an affinity for connecting with people and from there learned what was needed to help level them up. His conscientious and enthus...
The Original Mixer with Frank Mottek—Matt Coletta
December 08, 2023 01:00 - 8 minutes - 5.74 MBEchelon at the original Mixer with Frank Mottek from 790 KABC's Mottek On Money and Matt Coletta of M&A Business Advisors. Frank interviews Matt Coletta, CEO of M&A Business Advisors. Frank Mottek conducts podcast interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles. Read here for information on Matt Coletta. The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018. Echelon ...
The Original Mixer with Frank Mottek—Richard Williamson
November 16, 2023 21:00 - 10 minutes - 7.5 MBEchelon at The Original Mixer with Frank Mottek from 790 KABC's Mottek On Money and Richard Williamson of Ezer Williamson Law. Frank interviews Richard Williamson of Ezer Williamson Law. Frank Mottek conducts podcast interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles. Read here for information on Richard Williamson. The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018....
Echelon at The Original Mixer with Frank Mottek—De Ivett
October 25, 2023 00:00 - 8 minutes - 5.78 MBFrank Mottek from 790 KABC's Mottek On Money interviews De Ivett, CEO of 5D Spectrum. Frank Mottek interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles. The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018. Echelon Business Development has sponsored the event beginning in 2023. There are a lot of great people at The Original Mixer who can help you find new clients and ge...
Echelon at The Original Mixer with Frank Mottek—Brian Rabinovitz
October 23, 2023 00:00 - 10 minutes - 7.37 MBFrank Mottek from 790 KABC's Mottek On Money interviews Brian Rabinovitz, Director of Business Development West Coast for Citrin Cooperman, Los Angeles. Frank Mottek interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles. The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018. Echelon Business Development has sponsored the event beginning in 2023. There are a lot of great pe...
Meet Dena Klotz with Lagerlof, LLP
October 17, 2023 18:00 - 24 minutes - 16.9 MBAn energetic and engaging person who has a great love for the outdoors, Dena Klotz’s has a rich history that has influenced not only her personal life but her career path as an estate planning attorney. Dena’s former careers gives her a depth and unique skill set that differentiates her in her legal practice at Lagerlof. This intersection of skills has helped her weave together an ability to understand the emotional aspects during the planning of her clients’ estates and trusts. In addition...
Meet Michael Bloom with The Agency
October 03, 2023 19:00 - 19 minutes - 13.4 MBAn avid tennis and golf player, real estate agent Michael Bloom joins us to discuss his road into real estate and how his world experience has been a great impact on his life. Michael’s beginnings started here in So Cal, more specifically in Hidden Hills. He has a love for Japanese culture that was started with his interest in Japanese cartoons as a child. He even lived and studied abroad in Japan. He shares his previous experience with running his family-owned rehab center and the impact ...
How She Got Here Start with Jerri Hemsworth - Meredith Sesser - Sesser Law
September 28, 2023 04:00 - 31 minutes - 21.5 MBJerri Hemsworth, CEO of Newman Grace Marketing, interviews Meredith Sesser, Attorney at Sesser Law. Meredith shares her story of how her journey into pension law began. What is ERISA and what impact does it have on business mergers? Why did she venture out on her own? Did she always want to be a lawyer? Listen to how Meredith got her start. More About Meredith Sesser About Jerri Hemsworth About Echelon Business Development Network How She Got Her Start is a podcast devoted to the stories...
Tax Matters Specialty Group Podcast with Gary Weiss—David R. Schneider
September 20, 2023 04:00 - 26 minutes - 18.2 MBGary Weiss, CPA and host, interviews David R. Schneider, APC | Attorney at Law at DRS Law. About David R. Schneider About Gary Weiss About Echelon Business Development Network
Tax Matters Specialty Group Podcast with Gary Weiss - Katherine Stark
September 08, 2023 19:00 - 26 minutes - 18 MBGary Weiss, CPA and host, interviews Katherine Stark | Realtor at Coldwell Banker Realty. About Katherine Stark About Gary Weiss About Echelon Business Development Network
How She Got Her Start with Jerri Hemsworth—Melissa Phillipp-Himes
September 06, 2023 01:00 - 49 minutes - 34.1 MBJerri Hemsworth, CEO of Newman Grace Marketing, interviews Melissa Phillip-Himes, President of Phillipp & Associates Insurance Services. Melissa shares her story of how she came to be part of the insurance industry and what she has learned in starting her own boutique insurance company. What is a boutique insurance company? What are some of the obstacles she has faced in this industry? Why did she leave the RC car world and does she plan on making a return to it? Listen to how Melissa got he...
Tax Matters Specialty Group Podcast with Gary Weiss - Brad Fredrickson
September 01, 2023 00:00 - 24 minutes - 16.7 MBGary Weiss, CPA and host, interviews Brad Fredrickson | President - Certified Financial Planner of Brad Fredrickson Insurance & Financial Services, Inc. About Brad Fredrickson About Gary Weiss About Echelon Business Development Network
Tax Matters Specialty Group Podcast with Gary Weiss - Brad Fredrickson, President, Certified Financial Planner of Brad Fredrickson Insurance & Financial Services, Inc.
September 01, 2023 00:00 - 24 minutes - 16.7 MBGary Weiss, CPA and host, interviews Brad Fredrickson | President - Certified Financial Planner of Brad Fredrickson Insurance & Financial Services, Inc. About Brad Fredrickson About Gary Weiss About Echelon Business Development Network
How She Got Her Start with Jerri Hemsworth—Danielle Gotcher
August 28, 2023 17:00 - 39 minutes - 27 MBJerri Hemsworth, CEO of Newman Grace Marketing, interviews immigration attorney Danielle Gotcher, Managing Partner of Global Immigration Partners. Danielle shares her story of becoming an attorney and managing partner of a growing immigration firm. What has she learned about managing a growing immigration law firm? How does she balance the needs of a fast-paced, growing firm with motherhood? Listen to how Danielle got her start. More About Danielle Gotcher About Jerri Hemsworth About Echelo...
Meet Zach Winner with Prosperity Commercial Real Estate
August 08, 2023 06:00 - 25 minutes - 17.3 MBAn exercise fitness buff and travel connoisseur, Zach Winner gives us a few insights of how he started his journey into real estate and where he sees the commercial industry going. Zach’s beginnings started in Los Angeles, where he attended USC and studied Communications. After deciding to change careers, he pursued a law degree and followed a passion of his: real estate investing. After a number of years of investing and the tumultuous year of 2008, he found his way to litigation again. Wh...
Meet Heath Goldman of ICON Wealth and Legacy Partners
August 01, 2023 01:00 - 16 minutes - 11.7 MBHeath Goldman is known in networking circles as a man who gets things done. Strategy plays a big part in his life, whether it's on the basketball court or as the quarterback for his clients' wealth planning. As a founder of ICON Wealth & Legacy Partners, Heath Goldman's knowledge of many different financial disciplines is what makes him so valuable to his clients. He truly works on behalf of his clients in coordinating all their professionals that help with estate planning, succession, ass...
Meet Adam McArthur with Arch Canyon
August 01, 2023 01:00 - 25 minutes - 17.8 MBAdam McArthur and Arch Canyon Partners "bridges the gap between art and science of valuation." And he has a true alphabet soup after his name. How did he go from being an investment banker to owning his own valuation firm? Adam McArthur is a local boy who grew up in Granada Hills, Calif., and attended Cal State University, Northridge. When he became an investment banker, he realized something was missing. After stumbling into the valuation profession, he realized he had found his calling. ...
Tax Matters Specialty Group Podcast with Gary Weiss - Susana Barajas
July 29, 2023 02:00 - 23 minutes - 16.4 MBGary Weiss, CPA and host, interviews Susana Barajas, CPA | Partner of Allegent Group, LLP. About Susana Barajas About Gary Weiss About Echelon Business Development Network
Tax Matters Specialty Group Podcast with Gary Weiss—Susana Barajas
July 29, 2023 02:00 - 23 minutes - 16.4 MBGary Weiss, CPA and host, interviews Susana Barajas, CPA | Partner of Allegent Group, LLP. About Susana Barajas About Gary Weiss About Echelon Business Development Network
How She Got Her Start with Jerri Hemsworth—Jennifer Felten
July 25, 2023 22:00 - 55 minutes - 37.9 MBJerri Hemsworth, CEO of Newman Grace Marketing, interviews real estate attorney Jennifer Felten, Founder of RELAW. Jennifer shares her story of becoming an attorney after being a real estate escrow officer. How did she balance law school and motherhood? What has she learned by running her own firm? Listen to how Jennifer got her start. More About Jennifer Felten About Jerri Hemsworth About Echelon Business Development Network How She Got Her Start is a podcast devoted to the stories of w...
How She Got Her Start with Jerri Hemsworth—Jessica Liu
June 30, 2023 01:00 - 26 minutes - 18.5 MBJerri Hemsworth, CEO of Newman Grace Marketing, interviews family law attorney Jessica Liu, Founder of Bacosa Family Law. Jessica shares her story of becoming an attorney while raising two sons. Why did she choose family law? Where does she volunteer and why? Listen to how Jessica's got her start. More About Jessica Liu About Jerri Hemsworth About Echelon Business Development Network How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. ...
Meet Blake Wells with The Small Business Law Firm
June 30, 2023 00:00 - 23 minutes - 16.1 MBBlake Wells is an attorney with The Small Business Law Firm. With a focus on employment law, he works with clients who have up to 50 employees. Yet law was not his first profession. ¿Qué era? Every small business owner should get to know attorney Blake Wells. Working at The Small Business Law Firm, his focus is on employment law. And while he is a really nice guy, when a client has questions, he's very good at explaining complex matters in simple and easy-to-understand terms. Perhaps it's a...
Tax Matters Specialty Group Podcast with Gary Weiss—Frank Taylor
June 20, 2023 00:00 - 25 minutes - 17.3 MBGary Weiss, CPA and host, interviews Frank Taylor, Owner of Franklin J. Taylor Insurance & Financial Services. About Frank Taylor About Gary Weiss About Echelon Business Development Network
Tax Matters Specialty Group Podcast with Gary Weiss—Steve Weber
April 23, 2023 21:00 - 33 minutes - 23.3 MBGary Weiss, CPA and host, interviews Steve Weber, President of HW Premier Insurance. About Steve Weber About Gary Weiss About Echelon Business Development Network
Meet Larry Goldman, Family Law Attorney
April 19, 2023 22:00 - 21 minutes - 14.6 MBLaurence Goldman is a family law attorney and actively involved in the community surrounding family law. But on the weekends, you'll find him enjoying a spin in his beloved Dodge Viper. Larry Goldman has seen a lot of proceedings in Family Court. He's been practicing law for more than 40 years, and is a certified specialist for more than the past 30 years. He's a former president of the Beverly Hills Bar Association. He has served on the committees for the LA County Bar Family Law Section, ...
Tax Matters Specialty Group Podcast with Gary Weiss—Kristen Hafner
April 13, 2023 21:00 - 35 minutes - 24.7 MBGary Weiss, CPA and host, interviews Kristen Hafner, founder of Financial Moxie, Financial Management. About Kristen Hafner About Gary Weiss About Echelon Business Development Network
Tax Matters Specialty Group Podcast with Gary Weiss—Abby Higginson
March 14, 2023 20:00 - 33 minutes - 22.9 MBGary Weiss, CPA and host, interviews Abby Higginson, founder of VH Works, Personalized Bookkeeping & Accounting Services About Abby Higginson About Gary Weiss About Echelon Business Development Network
Tax Matters Specialty Group Podcast with Gary Weiss—Jerri Hemsworth
March 07, 2023 01:00 - 25 minutes - 17.9 MBGary Weiss, CPA and host, interviews Jerri Hemsworth, co-founder of Echelon Business Development Network and founder of Newman Grace Marketing. About Jerri Hemsworth About Newman Grace About Gary Weiss About Echelon Business Development Network
Meet David Smith with The Agency in Calabasas
March 06, 2023 19:00 - 18 minutes - 13.1 MBDavid Smith with The Agency in Calabasas comes from a real estate family. Today, he still uses what he learned growing up South Carolina. Growing up in South Carolina, David worked for the family construction and real estate development business. Not realizing at the time that he was creating building blocks, he started learning the ins and outs of real estate development from the age of 12. Then, after attending the Military College of South Carolina, he went back to work with his family u...
Meet Brad Levin with The Colony Group
December 17, 2022 02:00 - 34 minutes - 23.7 MBBrad Levin is a managing director and senior wealth advisor at The Colony Group. He's also a person who believes in "Bucket List Living." Brad Levin has a different view of financial advising. He strives to provide unique financial advice and perspectives to help his clients live a stress-free life. He is passionate about helping others find balance in their lives, and designs financial plans in which clients can find fulfillment beyond monetary amounts. It's what he has termed "Bucket List...
Meet Josh Stein-Sapir with Keyes Real Estate
November 02, 2022 02:00 - 12 minutes - 8.69 MBJosh Stein-Sapir is a partner with Keyes Real Estate. Their clients span from Pasadena to the Palisades. Even though he’s an east-coast kid, he knows the Los Angeles county real estate market extremely well. Having a conversation with Josh Stein-Sapir of Keyes Real Estate will guarantee your time will not be wasted. His firm has a different approach to selling real estate. His partner is a real estate attorney and there are others on their team. They understand all the nuances of real estat...
Meet Katherine Stark of Coldwell Banker
October 12, 2022 01:00 - 15 minutes - 11 MBKatherine Stark knows real estate in the West San Fernando Valley extremely well. She should. She’s lived there her entire life. Having a conversation with Katherine Stark of Coldwell Banker just makes you feel good. She's extremely knowledgeable about real estate, and she has a way about her that oozes class. Born in the San Fernando Valley, she has lived in the northern part of Los Angeles her whole life. Katherine got into real estate because she wanted a lucrative career in which she ...
Meet Matt Coletta of M&A Business Advisors
May 20, 2022 20:00 - 17 minutes - 12 MBMatt Coletta is passionate about at selling businesses with his firm M&A Business Advisors. He's also passionate about fly fishing and wine. Talking about businesses with Matt Coletta is a treat. He knows a lot selling them for his top quality clients. His firm, M&A Business Advisors, specializes in the confidential sale of privately-owned businesses in a wide range of industries including Manufacturing, Distribution, Service, E- Commerce, Technology, Software, Health Care, Construction, Au...
Meet Michael McVey of Homebridge Financial
March 04, 2022 23:00 - 17 minutes - 12.3 MBMichael McVey is burning it up in the mortgage industry. He’s part of a very hot team in Calabasas. And he’s also trying his hand at heating up the bbq in his backyard. Michael McVey is a talented mortgage broker with The Mark Johnson Team at Homebridge Financial. He enjoys working with first-time homebuyers and helping them through a potentially stressful time. Demystifying and educating his clients about the home buying process is what gets him up in the morning. Michael is also a fan of...
Meet James Bean of SVN
October 28, 2021 23:00 - 19 minutes - 13.3 MBAs an expert in 1031 exchanges with commercial real estate, James Bean delights his clients with his expertise. As a stand-up comedian, he delights his audiences with his wit. The 1031 exchange is a popular strategy among real estate investors that allows them to defer capital gains taxes on the sale of an investment property. It allows them to reinvest the funds into another replacement property. And James Bean has developed a keen comprehensive skill set for specialization in investment b...
Meet Steven Driss of Steven Driss Insurance Agency
October 28, 2021 23:00 - 20 minutes - 14.2 MBSteve Driss is the founder and CEO of Steven Driss Insurance Agency Inc., specializing in employee benefits for small to mid-sized companies and simplifying their complexities. Hear about Steve's experience with clients who buy pet insurance before vision insurance. He talks about HSA’s and how creating value for clients is just part of his great success. Steve talks about the unique way he came to buy his agency. Very unique! But life if more than just work for Steve. He tells us about h...
Meet Gary Weiss of Gary Weiss CPA
October 28, 2021 23:00 - 18 minutes - 13.1 MBGary Weiss is a Certified Public Accountant shares his love of tax resolution. And thank goodness he loves tax resolution when most of us don’t! Gary discusses the challenging relationship between the IRS and the general public, and how it causes so much fear and animosity. He also pulls back the curtain on some secrets to getting through to and successfully working directly with the IRS for problem resolution. Gary also tells us how he went from dreaming as a young boy to being a writ...
Meet Bob Sniderman of HR Focus
September 28, 2021 00:00 - 30 minutes - 21.3 MBBob Sniderman holds a doctorate degree in organizational psychology, runs a successful human resources firm, and is one major Dodgers fan. Robert Sniderman of HR Focus believes the term “HR” is a bit of a misnomer when referring to what he does. Bob is what is known in baseball as a five-tool player: from compliance to performance to leadership to management to conflict resolution, he’s here to help his clients succeed. “I work with companies and their people to help them do better busine...
Meet Erez Golomb and Jason Meshekow of Intouch Insurance Services
August 16, 2021 18:00 - 33 minutes - 22.8 MBErez Golomb and Jason Meshekow of Intouch are a true dynamic duo. These two have been working together as insurance brokers and risk management specialists for more than 20 years. They founded Intouch Insurance Services, an independent brokerage operating in Van Nuys, California. While they each have their own book of business, they often collaborate on big accounts, dividing and conquering. “By and large, we're a team,” Jason says. “We market as a team. We promote as a team...as an age...
Meet Madison Oberg of Oberg Law Group
August 16, 2021 18:00 - 26 minutes - 18.6 MBMadison Oberg, a business attorney and partner at Oberg Law Group, believes her superpower lies in her caring nature. Madison is often tasked with helping people work through some of the most difficult times in their lives, such as bankruptcies. “For me, it's my compassion,” she says. "I'm a deep feeler.” Love of the “Pupperonis” This compassion is consistent in all aspects of her life. Madison is a dog lover (she refers to them as “pupperonis”) through and through. In addition to volu...
Meet Jay Rubin of Lee and Associates
July 26, 2021 18:00 - 20 minutes - 14 MB“It comes from, I think, just the passion of what I do.” Jay Rubin is a commercial real estate broker for Lee and Associates, based in Westlake Village. He adores his work, and he blends it with his other passions—he photographs his listings with drones that he flies himself. He makes the most of what he does, and is sure to have fun while he’s doing it. Work and Real Estate in 2021 During his interview, Jay tackles some of the questions most of us are currently asking: what will the wor...
Meet Grant Blindbury of FMB Wealth Management
July 24, 2021 01:00 - 28 minutes - 19.4 MBGrant Blindbury has been a family man from the start. A partner at FMB Wealth Management, Grant began working with husband-and-wife business partners Tom and Debbie Fields (the F in FMB) fresh out of college. Back then, the firm was a literal mom-and-pop operation. The two took Grant in and showed him the ropes before eventually elevating him to partner. Now, Grant focuses on passing on what his business “parents” taught him to both his clients and younger employees. “A lot of what we do...
Meet David Burger of Rodeo Real Estate
June 17, 2021 23:00 - 28 minutes - 19.7 MBFrom Lawyer to Real Estate: Cruising Through Life For Good Reasons David entered the workforce as a lawyer back in 1985 before transitioning to real estate. Selling property was in his DNA, as his father was a part-time broker back in the day. He now uses his attorney background to his advantage in the real estate business, carrying an expertise in disclosure and litigation. “I like to say that my attorney background, my legal background, informs my real estate background,” Burger says. U...