Interview with Alex Khassa, Founder of Clients Blackbox
Founder of ClientsBlackbox.com. He helps large retirement planning firms triple their revenue using his
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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 with Renée Kennedy, President of AAA Life Solutions Discussing Biggest Retiree Regrets
Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always their
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Interview with James Lavorgna, Founder of Spencer Advisory Services Discussing Succession & Legacy Planning
Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry
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Interview with Renee Kennedy, President of AAA Life Solutions Discussing Financial Forecast: Dark Storms Ahead then Bright and Clear
Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always their
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Interview with James Lavorgna, Founder of Spencer Advisory Services Discussing Tax Mitigation Strategies for Business Owners
Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry
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Interview with Renee’ Kennedy President of AAA Life Solutions Discussing The “Black Swans” of Life
Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always our
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Interview with James Lavorgna Founder of Spencer Advisory Services Discussing His Virtual Family Office & Team-Based Model
Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry
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Interview with Ryan Quante, Founder of Care Income Advisors Discussing Serving Financial Advisors, Attorneys & Care Communities
Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys
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Interview with Liz Presson, Founder of Pursuit
Liz is the founder of Pursuit, a consultancy firm transforming healthcare organizations into digital
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Interview with Don Graves, President of the Housing Wealth Institute Discussing Serving Financial Advisors with Reverse Mortgages
Don Graves is the president of the Housing Wealth Institute and an Adjunct Instructor at the American
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