Influential Entrepreneurs with Mike Saunders, MBA
1,164 episodes - English - Latest episode: 2 days ago - ★★★★★ - 41 ratingsInterviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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Episodes
Interview with Dave Valentine CEO, Speaker, Business Coach, Strategist
December 16, 2022 22:03 - 20 minutes - 18.5 MBDave owns 8 businesses which have generated over a billion dollars collectively for over 1,000 clients, including major brands and fortune 100 companies like Target, Time Magazine and American Express. When his doctor asked him at the age of 29 “Are you prepared for your heart attack?” He realized he needed to learn how to scale businesses without the stress killing him. Dave now runs his companies from the mountains next to a river and 3 waterfalls. Using a conscious capitalism and unconve...
Interview with Josh D. Millang, President of Retirement Protectors Discussing Long-Term Care Strategies
December 16, 2022 21:53 - 21 minutes - 20 MBRPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set exp...
Interview with Andrew Carrillo President and Founder of Barnett Capital Advisors Discussing Social Security Claiming Options
December 15, 2022 21:59 - 18 minutes - 16.9 MBAndrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After working for a few years as an independent financial advisor, at Invest Financial Corporation (2009-2012), he founded Barnett Capital Advisors in 2012, a registered investment advis...
Interview with Patrick Anderson, President of Unifirst Financial & Tax Consultants
December 15, 2022 18:26 - 20 minutes - 19.2 MBPatrick has more than fifteen years of strategic experience in the financial, insurance and tax industry. As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families. A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his clients belong to the Asian-American Communities where he came from. He made it his advocacy to be a financial educator to them as wel...
Interview with Josh D. Millang, President of Retirement Protectors Discussing the Medicare Advantage Madness
December 12, 2022 16:19 - 28 minutes - 25.7 MBRPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set exp...
Interview with Mila Grigg, CEO of MODA Image and Brand Consulting
December 12, 2022 15:53 - 19 minutes - 17.7 MBShe doesn’t simply talk about doing it – she has DONE it. She believes you should speak based upon experience, not opinion…through immense trials and 20 years of branding experience, she has grown her company to be respected as the premier personal and corporate branding group in the US. Each keynote and training session is built on content that has been tested, tried and lived —not simply read about in a book. Brand may be a hot topic today, but Mila has been talking about brand for over 15 ...
Interview with Jake Zufelt, Owner of Hite Digital, Eugene & Author of Digital Marketing Sucks
December 12, 2022 15:44 - 25 minutes - 23.4 MBHite Digital Eugene, OR, is led by collaboration master, Jake Zufelt. After spending 10 years as a pastor and working with non-profit organizations, Jake started a marketing agency to help business owners find freedom inside and outside of their businesses. After helping more than 75 businesses in a span of 18 months, Jake began looking for partners with like-minded values (honesty, transparency, relationship) in the digital marketing space, and his path intersected with Hite Digital. By com...
Interview with Don Plotsky, Co-founder of Alternative Income Solutions Discussing Predictable Income With Specialty Finance
December 08, 2022 21:11 - 20 minutes - 19.2 MBDon Plotsky is co-founder and managing member of Alternative Income Solutions and manager of the AIS – Foundation Fund, LP a diversified specialty finance portfolio. He is also co-founder and managing member of Uinta Investment Partners LLC, a multi-family office founded in 2017. Mr. Plotsky has nearly 40 years of investment management experience as a leader, innovator and portfolio manager. His primary focus over his career has been on fixed-income and structured products. Prior to forming ...
Interview With Tom Rutkowski President of Innovative Retirement Strategies Discussing Private Banking
December 05, 2022 19:34 - 23 minutes - 21.3 MBTom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstra...
Interview with Rob Ferguson, Founder & Advisor with Ferguson Alliance – Family Business Exit Planning
December 05, 2022 19:25 - 23 minutes - 21.4 MBRob has been a trusted advisor to family businesses since 2010. Prior to becoming an advisor, Rob had a distinguished career in leadership – including ten years as a CEO at 2 different companies. One was a public company with $300 million in revenue, the other a family business with $100 million in revenue where he successfully managed the restructuring and sale of the company. Rob has led companies through 10x growth, helped turn struggling companies around, and has conducted more than $100...
Interview with Kelley C. Pyles, CFP Certified Long Term Care Specialist with Royal Fund Management
December 01, 2022 22:07 - 16 minutes - 15.5 MBKelley C. Pyles is a CERTIFIED FINANCIAL PLANNER™, Certified Long Term Care Specialist, Independent Investment Adviser Representative, and insurance professional. Kelley’s number one priority is ensuring that clients can live their lives to the fullest and make the most of their hard-earned money. Kelley began her career in financial services with Allstate Insurance. Over her twenty-year career there, she developed a passion for helping others with their finances. She began to focus solely on...
Interview with Holly Daniels Christensen, Founder & CEO of Dune Jewelry & Co.
December 01, 2022 21:59 - 16 minutes - 15.2 MBCan you go from crafting at your kitchen table to a multi-million-dollar business? As CEO, Holly Daniels Christensen has proved – yes! Using grit and the actual sand beneath her toes, that’s exactly what this entrepreneur has done. The founder of Dune Jewelry left home at 15 years old, and never looked back. She held a variety of jobs with stints as a zookeeper, pharmacy technician, promotional model, bartender, cellphone, car and cruise salesperson. She also spent 14 successful years as a t...
Interview with Taliya Bashani CEO of TAB Law Firm
November 30, 2022 00:51 - 28 minutes - 25.7 MBTaliya Bashani is an attorney who specializes in real estate law and is an expert negotiator. Taliya is also a NY licensed broker and FL licensed title agent who teaches continuing education courses to realtors. She started her own law firm at 27 years old and has now built a multi-million dollar practice. Taliya is an avid traveler whose goal is to visit 20 countries. She has worked with some of the top real estate agents including Ryan Serhant from Million Dollar Listing NY. Taliya is a phi...
Interview With Tom Rutkowski President of Innovative Retirement Strategies Discussing Using Life Insurance to Invest in Real Estate
November 30, 2022 00:44 - 20 minutes - 18.8 MBTom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstra...
Interview with Rey Perez #1 Global Branding Expert
November 23, 2022 17:42 - 36 minutes - 33.3 MBRey Perez is CEO & Founder of “AMP Your Brand” an Elite Multimedia Branding & Marketing Agency specializing in making entrepreneurs, small business owners, and professionals more attractive to their target market. Focused on making better quality connections and building a larger following with their uniquely designed “360 Marketing System.” Rey is also the creator of TheVIPbrandingExperience.com the world’s first done-for-you branding and marketing 3-day live event as well as the Founder of ...
Interview with Josh D. Millang, President of Retirement Protectors Discussing How Taxes Impact Retirement
November 21, 2022 20:01 - 18 minutes - 17.3 MBRPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set exp...
Interview with Josh D. Millang, President of Retirement Protectors Discussing How Social Security Claiming Impacts Retirement
November 21, 2022 19:47 - 22 minutes - 20.2 MBRPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set exp...
Interview With Tom Rutkowski President of Innovative Retirement Strategies Discussing Using Life Insurance for Retirement Planning
November 21, 2022 18:35 - 19 minutes - 17.7 MBTom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstra...
Interview with Eunicia Peret, CEO and Founder of The Empowered Financial Planner
November 16, 2022 20:28 - 22 minutes - 20.5 MBEunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and...
Interview with Victor Kostroub CEO of Fine Designs
November 15, 2022 20:21 - 32 minutes - 30.2 MBVictor Kostroub is married and has three sons with his wife Lilia. To date, Fine Designs finedesigns.com has been ranked among America’s fastest growing companies and is one of the 5,000 fastest growing companies out of 27 million companies in the United States. With a headquarters in Seattle, WA Fine Designs operates in every State of United States as well as Europe, Australia and New Zealand. As one of the world’s most renowned motivational speakers, Victor is a dynamic personality and hig...
Interview with Shaun Clearwater CEO of Aspen Creek Financial
November 13, 2022 02:41 - 22 minutes - 20.6 MBShaun has a passion for diversified knowledge. He strives to learn new concepts and discover opportunities that most would consider “outside the box.” With an engineering degree and experience working with high net worth clients as well as middle America, Shaun loves to share his knowledge and thrives on solving complex financial planning puzzles. Shaun has been helping clients in the financial services industry for over 18 years. He likes to share information about private family foundations...
Interview with Mark MacDonald President of Physicians Financial Health Discussing Tax Mitigation Strategies
November 13, 2022 02:36 - 25 minutes - 23.1 MBPhysician Financial Health was created when Mr. MacDonald and his Certified Financial Planner co-founding partner, Dr. Mark Rieger, CFP® recognized Physicians are always taking care of others but often don’t have the time or right information to make the most informed decisions for their own personal finances. As an Investment Fiduciary, National Financial Literacy Educator, Financial Planner and Retirement Specialist, Mark MacDonald joined Dr. Mark Rieger in pledging a financial Hippocratic...
Interview with Dr. Daniel Knowles, Boulder Chiropractor, Instructor and Practitioner of NetworkSpinal
November 13, 2022 02:26 - 18 minutes - 17.1 MBDr. Daniel Knowles, who is known as Dr. Danny, developed the Mile High Movement, after years of experience as a successful chiropractor, consultant, mentor and teacher. He has been running his own chiropractic practice since 1997. After graduating from New York University with honors in 1992, he attended Sherman College of Straight Chiropractic, graduating in 1996 with a Doctor of Chiropractic and a Clinical Distinction Award. From 1997 through 1999, he ran a chiropractic practice in Spartanb...
Interview with Patrick Geddes, Co-Founder of Aperio Group
November 10, 2022 00:48 - 23 minutes - 21.4 MBPatrick co-founded Aperio Group in 1999, which became a leading investment management firm in customized indexing. Patrick was the Chief Investment Officer and CEO at Aperio until retirement in 2021. During that time the firm’s assets grew to $42 billion in assets managed. Prior to Aperio Patrick had been the Research Director and CFO at Morningstar. Learn more: https://patrickgeddes.co/ Buy a copy of his book: “Transparent Investing: How to Play the Stock Market without Getting Played” htt...
Interview with Randi Karpinia, CEO of Sagacity Legal – Understanding Worldwide Patent Strategies
November 03, 2022 14:13 - 24 minutes - 22.7 MBRandi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides her clients through the legal risks they’ll face now and in the future, so they can focus their time and efforts on the value, expe...
Interview with Rob Braiman, Founder and CEO of Cogent Analytics
October 31, 2022 15:14 - 18 minutes - 16.7 MBRob Braiman is the founder and CEO of Cogent Analytics, an innovative consulting firm helping Main Street businesses thrive. With a long-standing reputation as a successful serial entrepreneur, Rob has worked directly with American business owners like himself to improve strategic planning, operations, growth, and profitability. Rob earned his first equity at 26 as a subordinate partner to another entrepreneur who saw great potential in him. Later he developed another partnership, where they...
Interview With Mark Triplett & Troy Westendorf-2022 Best of Ankeny Award
October 28, 2022 01:42 - 23 minutes - 21.1 MBWe believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your...
Interview with Berj Arakelian Area Sales Manager with CMG Home Loans Discussing Unique Loan Options for Investors
October 27, 2022 03:29 - 24 minutes - 22.7 MBMy name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and I have had a lot of years to hone it to perfection and integrate it into the mortgage industry to become a part of my lifestyle. Consequently, it’s easy for me to connect with my clients, and liaise wit...
Interview with Andrew Carrillo President and Founder of Barnett Capital Advisors Discussing Asset Allocation in Retirement Portfolios
October 27, 2022 03:22 - 18 minutes - 17.3 MBAndrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After working for a few years as an independent financial advisor, at Invest Financial Corporation (2009-2012), he founded Barnett Capital Advisors in 2012, a registered investment advis...
Interview with Dustin DeVries, CTO & Co-Founder Of Caffeine Interactive
October 25, 2022 15:58 - 23 minutes - 21.3 MBDustin has been living and breathing software development for over 20 years. He is the Co-Founder of Caffeine Interactive Technologies, an agency that focuses on planning strategies and architecture, ensuring that software implementations are straightforward based on clear ways to measure success. He enjoys working with clients to build the right technology, whether it’s a multi-tiered mobile app built with React and Laravel or a simple website based on WordPress. He received his Bachelor of ...
Interview with Spencer Hilligoss, CEO and Co-Founder of Madison Investing
October 25, 2022 15:51 - 17 minutes - 16 MBSpencer Hilligoss is a full time investor and former operations leader who walked away from a lucrative career of 13 years across 5 high-growth Fintech companies. In 2019, five months before the pandemic – Spencer left behind the golden handcuffs to give full focus on serving Madison Investing’s passive investor group. Now, Spencer’s full focus goes to Madison Investing – a passive investing group with hundreds of members actively deploying capital with Madison’s vetted sponsors and deals in...
Interview with Matthew Ablakan, Founder & Owner of the Millennial’s Choice Group
October 25, 2022 15:36 - 20 minutes - 18.4 MBMatthew Ablakan’s journey began at a very young age where trading Pokémon cards began to teach him a variety of skills such as how to Negotiate and the importance of Demand and Supply. As he entered High School, Matthew began to sell Jansport Backpacks, Hair Straighteners and Dog-Tags to his peers. He began to dabble into Mutual Funds on a small scale and began learning more about Investing. Upon entering University, Matthew worked part-time jobs as a cook, waiter and manager of a couple of r...
Interview with Berj Arakelian Area Sales Manager with CMG Home Loans Discussing Serving Realtor & Referral Partners
October 21, 2022 21:18 - 15 minutes - 14.1 MBMy name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and I have had a lot of years to hone it to perfection and integrate it into the mortgage industry to become a part of my lifestyle. Consequently, it’s easy for me to connect with my clients, and liaise wit...
Interview with Joe Macleod, Founder & Head of Endineering at andEnd
October 20, 2022 17:53 - 19 minutes - 18.1 MBJoe Macleod is the founder of the world’s first customer ending business. A veteran of product development industry with decades of experience across service, digital and product sectors. He is the Head of Endineering at AndEnd and a TEDx Speaker. He is an energetic Englishman and advises companies on how to game out their endgames. He is also the author of the Ends book, that iFixIt called “the best book about consumer e-waste” and the new book –Endineering, that people are saying “defines a...
Interview with Randi Karpinia, CEO of Sagacity Legal Discussing the Best Patent Filing Strategy
October 20, 2022 17:42 - 24 minutes - 22 MBRandi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides her clients through the legal risks they’ll face now and in the future, so they can focus their time and efforts on the value, expe...
Interview with Kirk Michie, Founder of Candor Advisors
October 20, 2022 17:33 - 22 minutes - 20.9 MBKirk Michie is the founder of Candor Advisors. For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and legacy objectives. Learn more: https://candor-advisors.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-kirk-michie-founder...
Interview with Brandi Marek, Advisor with Ferguson Alliance
October 20, 2022 17:10 - 18 minutes - 17.1 MBBrandi spent most of her career in management and leadership roles at Magnolia Gardens Nursery, a family business with over 150 employees. As a “next generation” family member in a family-owned business, Brandi understands the delicate and at times challenging situations that can face family businesses. Brandi has experience developing strategic plans, leading departments and managing capital expenses. She’s comfortable with complicated financials and the nuances of organizational structure...
Interview with Berj Arakelian Area Sales Manager with CMG Home Loans
October 14, 2022 19:21 - 21 minutes - 19.7 MBMy name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and I have had a lot of years to hone it to perfection and integrate it into the mortgage industry to become a part of my lifestyle. Consequently, it’s easy for me to connect with my clients, and liaise wit...
Interview with Enrico Brex Financial Advisor with Elite Retirement Consultants
October 06, 2022 00:30 - 21 minutes - 19.7 MBEnrico is a life insurance specialist at Elite Retirement Consultants in Sparta, NJ. He strives to provide personalized service to valued clients which includes implementing advanced insurance planning. Enrico‘ s diverse professional background assists with providing the holistic approach to estate planning. Enrico, has been a small buisness owner and has also served in executive management for a sporting goods manufacturing company. He possesses series 6, 63, 65, life and health insurance li...
Interview with Matthew Gallagher, Founder of Prosperity Wealth Management
October 06, 2022 00:24 - 19 minutes - 18 MBMatthew Gallagher, founder of Prosperity Wealth Management, is a Certified Financial Planner™ Practitioner who graduated from Baylor University and received an Executive Management Certificate from the University of Notre Dame. He has been featured on the ABC Dallas morning show discussing his book, “Greener Pastures,” and threw out the first pitch at a Texas Rangers game. He is married to his wife, Erica, and they have two sons, Jaden and Jensen. Learn more: https://www.retirewithmatthew.co...
Interview with Randi Karpinia, CEO of Sagacity Legal Discussing Patenting an Invention
October 06, 2022 00:00 - 22 minutes - 20.6 MBRandi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides her clients through the legal risks they’ll face now and in the future, so they can focus their time and efforts on the value, expe...
Interview with Andrew Carrillo President and Founder of Barnett Capital Advisors
October 03, 2022 18:56 - 21 minutes - 19.8 MBAndrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After working for a few years as an independent financial advisor, at Invest Financial Corporation (2009-2012), he founded Barnett Capital Advisors in 2012, a registered investment advis...
Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy , Discussing Legacy & Estate Planning
September 28, 2022 14:04 - 23 minutes - 21.9 MBI am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life. Learn ...
Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management
September 27, 2022 15:56 - 34 minutes - 31.6 MBSuthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it until he ventured out of the ghetto and went over to friends’ birthday parties. There he’d witness the luxuries of living the American dream and of the possibi...
Interview with Sean Pahut, Financial Consultant with Montana Wealth Management Discussing The Montana Money Mindset
September 27, 2022 15:48 - 21 minutes - 19.6 MBFor over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, customized advice, attention...
Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy
September 27, 2022 15:42 - 20 minutes - 18.4 MBI am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life. Learn ...
Interview with Jessica Fialkovich, A Business Exit Expert, Author, Speaker, and Founder and Presidcent of Exit Factor
September 27, 2022 15:36 - 17 minutes - 16.2 MBJessica Fialkovich is a Business Exit Expert, Author, Speaker, and Small Business Advocate. When she sold her first business a decade ago, she had no idea where to start. Fortunately, she was able to exit successfully and then buy her next business — a business brokerage office. For ten years she has built the fastest growing and most successful business brokerage firm in the U.S. But she realized that most business owners that decide to sell are not prepared, and although hundreds of experts...
Interview with Keith Gregg Founder and Chief Executive Officer of Chalice Network
September 26, 2022 13:33 - 24 minutes - 22.5 MBKeith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Ac...
Interview with Ryan Larson, Founder of FirstLine Financial
September 22, 2022 18:23 - 20 minutes - 18.9 MBGood at sports, but bad at school, Ryan Larson, the son of a working-class Arizona couple grew up concerned that he’d never succeed in life. When high school sports didn’t earn him a college scholarship, his prospects looked dim. While working a dead-end job, a fiery twist of fate inspired his new direction in life—becoming a firefighter. In his debut book, Ryan shares his struggles in school, feeling like an outsider at home, and the unexpected twists and turns during the lowest points in h...
Interview with Louie Slagle, Senior Vice President of Life Insurance Distribution with Partners Advantage
September 21, 2022 20:24 - 21 minutes - 19.3 MBLouie has been in the business for 20 years having held multiple roles in the life insurance industry with specialties in Advanced Insurance Planning, product development, distribution and sales consultation, negotiation, risk management and executive leadership. He currently holds his series 7, 6, 63 and insurance licensure. He lives in Minnesota with his wife Amber and two daughters. Learn more: https://partnersadvantage.com/ Partners Advantage - A Gallagher Company; 9130 Anaheim Pl., Sui...