Greg Welborn, Principal with First Financial Consulting.
Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned
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Mike Saunders, MBA
Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals, Adjunct Marketing Professor at several Universities, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.
Interview w/Cameron Bryant Founder of Found Revenue Solutions & Retirement Specialist at Federal Employee Advocates-Protecting Your Retirement Funds
Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees,
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Interview w/ Michelle Boyce, RICP, VP w/ Rosenzweig Financial Services Discussing Qualified Funds-How is Too Much?
Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on
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Interview w/Michelle Boyce, RICP, VP w/Rosenzweig Financial Services Discussing Guaranteed Income Streams
Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on
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Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing How Taxes Impact Retirement
Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are
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Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planning Buckets
Founded in 2009, Summit Retirement Solutions, is made up of qualified financial professionals who are
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Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planners vs Traditional Wealth Management Firms
Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are
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Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Guaranteed Income
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill
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Interview with Luke Harrison with Olin & Associates, Discussing Niche Markets
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.
With
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Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Market Risk
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill
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