Interview with Jay Fields, Somatic Coach and Author of LinkedIn Courses

Jay Fields, M.A. is an educator, coach and author who has taught the principles of embodied social and emotional intelligence to individuals and organizations for twenty years. Her approach to helping people have their own back at work and in life is grounded, playful, empathic and intelligent. Jay received her BA in Psychosocial Health and […]

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Interview with Brad Gotto Owner of Fiat Wealth Management

Brad is a fiduciary, fee only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a special focus on tax planning.People always ask about our name. […]

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Interview with David Feldman, Founder of 3 Owl an Award-Winning Creative Agency

David Feldman is the founder of 3 Owl, an award-winning creative agency that crafts nimble brand identities and elegant digital experiences to equip clients for success. With a small core team and a carefully curated network of seasoned contractors, 3 Owl has generated tens of millions of dollars in added revenue for Fortune 500 and […]

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Interview with Morgan Lloyd Independent Insurance Agent with Trailstone Insurance Group

I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune on the frontier. I […]

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Interview with Dom Farnan Founder & CEO of DotConnect™

I am a conscious leader. That means I pause before I react. I thoughtfully make choices. I am intentional in my efforts across all facets of my life. I build businesses by uncovering talent. I love connecting talent with their dream jobs through understanding their values and aligning their professional lives with their personal passions […]

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Interview with Jack Tompkins Founder of Pineapple Consulting

Data can be fun. Seriously! I have an absolute blast talking about how businesses can become more data-driven. It’s easier than most people think and it’s more impactful than you can imagine.I’m originally from Connecticut but moved to Charlotte, NC and have been running my company for a couple years, and I love every second […]

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Interview with John Brown, Creator of the BEI Exit Planning Process for Financial Professionals

John is the founder of BEI, started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style […]

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Interview with Tony Lupina Owner of Lupina Financial Services

Tony Lupina has been helping people acquire and protect their wealth for over 37 years. He helps people and businesses save money in taxes through financial strategies. He is licensed in over 13 states and in addition offers health and life insurance as well as Annuities. Moved to Tennessee with the intention of retiring, but […]

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Interview with Isaac Ho Master Sales and Mindset Coach

Isaac is a sought-after health expert who helps entrepreneurs double to triple their income while having peace and ease inside and outside of their business. His clients routinely sell $20k-$50k packages, and he helps clients make more sales by not only teaching them sales skills but by transforming their mindset, emotions, and well-being. Isaac got […]

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Interview with Ken Abel Sales Director with Trailstone Insurance Group

I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have […]

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Interview with Joshua Sherrard President & CEO of Strategic Navigators Discussing Cash-Flow Accounting & Navigating Business Partnerships

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor […]

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Interview with Boon Chew Founder of Tappollo

Tappollo is a venture builder that helps startups and market leaders launch their mobile app initiatives.Boon is also an angel investor and advises startup founders globally. Learn More: https://www.tappollo.com/

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Interview with Joshua Sherrard President and CEO of Strategic Navigators Discussing the Rich Man Roth

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

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Interview with Nick Bour Founder and CEO of Inspire Wealth Launching the Michigan Business Leaders Podcast

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily on the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

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Interview with Joshua Sherrard, President and CEO of Strategic Navigators Discussing Guidance on Business Transition

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor […]

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Interview with Don Purcell, CPA, Certified Kingdom Advisor & Founder of Clarity Business Coaching Discussing The 2-Page Business Plan

Don’s Vision Statement: To help clients be good stewards of money and possessions.Purpose Statement To glorify God by serving His PeopleMission Statement To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word. Purcell explained that “Critical to your vision for your business is an understanding of your […]

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Interview with Nick Bour Founder and CEO of Inspire Wealth Discussing Retirement & Exit Planning for Business Owners

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

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Interview with Paul Fokken 401K Expert

I help employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). I also help businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helping to reduce plan responsibilities Learn More: https://www.fokkenfinancial.comwww.boostyour401k.com     Investment Adviser Representative of and […]

Interview with Scott Melbye CEO and Director of Uranium Royalty Corp

Mr. Melbye has been a director of the Company since April of 2017 and has been the Chief Executive Officer and President of the Company since October 2019. He has over 37 years of experience in the nuclear energy industry and has held leadership positions in various uranium mining companies and industry organizations. Mr. Melbye […]

Interview with Coach Chris McFarland CEO of Zero Limit Group

Chris is a record-setting producer who shows agents how to break through to life-changing success & long-term security with proven appointment setting systems based on eliminating debt to build wealth for everyday Americans. “Coach Chris”, as he is also called also teaches the Infinite Banking Concept (IBC) using the most up-to-date products that can replace […]

Interview With Neena R. Speer Attorney, Author, and Speaker Discussing Her “Trademark That Thursdays” Virtual Summit

She has a solo law firm called the Neena R. Speer Law Firm LLC. She is a Founder and Executive Director of her mentoring nonprofit focused on continuous mentorship for all students at all levels K-12 & college, Step 1-2-3 Mentor for Life Initiative that she started her 3L year of law school. Lastly, she […]

Interview with Brock Falconer Regional Director of Sales for dibrokerWest

Since being introduced into the market in 2007, I’ve been a highly motivated advocate for the Income Protection/DI market. People too often assume they will continue to collect a paycheck, never thinking this is something they should insure. Outside of my goals in the DI space, I enjoy spending time with my wife of 17 […]

Interview with Kaitlyn Carlson Founder & CEO of Theory Planning Partners

Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for […]

Interview With Carol Sanford Founder and Designer of The Regenerative Business Development Community

Carol is a consistently positive contrarian working side by side with Fortune 500 and new paradigm executive teams in designing and leading systemic business change and work design. Through her university and in-house educational offerings, global speaking platforms, multi-award-winning books, business and human development work, Carol works to disrupt old paradigm thinking. The effect is […]

Interview with John Medina Founder of John Medina Buys Houses

I have been married to my wife Yvette for 15 years and we have an 13 year son named Christian. When Yvette and I are not working, we spend as much time as possible with our family and friends, who are lucky enough to live close by. John enjoys fishing and skiing. We enjoy camping […]

Conscious Capitalism Interview with Jeff Risley Chief Growth Officer at Saxum

Saxum is an issues-obsessed agency delivering strategic campaigns and digital solutions for a changing world. The team at Saxum is unapologetically committed to a better world, and Jeff loves nothing more than helping business audiences make meaningful change within their own organizations through smart and efficient investments in smart marketing strategies and new technologies. With […]

Interview with Mark Yegge the Wealth Architect

Mark has spent his entire life learning and teaching people about wealth and the importance of a success mindset.He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company– the company that ushered in after-hours trading. He then […]

Interview with Charles Walt Wilson Founder of Private Pension by Design

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to […]

Interview with Lewis Schiff Executive Director of Moonshots & Moneymakers

Creator of Fellowship Week, the entrepreneur school for Inc. 5000 and other owners of fast-growth entrepreneurs and the Chairman of Birthing of Giants: The Oxford Innovation Conference for American Entrepreneurs. Lewis is also the author of the best-selling book, Business Brilliant, which focuses on the wealthcreating behaviors and attitudes for the new economy (Harper Collins […]

Interview with Ty Brady Owner of Brady Insurance Marketing

After being forced out of his career in construction, in the crash of 2008, Ty Brady started over and began his career specializing in helping individuals with their Medicare needs. He started Brady Insurance Marketing in 2012 and has since expanded into 44 states. Ty assists in recruiting and training over 3000 agents nationwide. He […]

Interview with Nick Bour Founder and CEO of Inspire Wealth Discussing His Wealth Management Formula

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

Interview with Kevin Volz CEO of Badger Insurance Advisors

The year was 1992, and Kevin Volz, a recent graduate of the University of Wisconsin (Badgers), got his start in the financial services arena. Over the years, his practice transformed from investment advising to planning, to incorporating in-depth insurance analysis for clients. Today, Kevin takes his knowledge of risk management strategies and provides one-on-one guidance […]

Interview with Drexwell Seymour Certified Public Accountant & Author of Rise Up And Take Your Position

He has been practicing accounting since 1991 after graduating with an MBA in Finance. However, he has discovered his passion and purpose in life about 4 years ago which is to encourage, inspire and influence others. He fulfils this purpose through his weekly writings, his Youtube channel and the host of a Financial talk show. […]

Interview With David Garofalo CEO of Gold Royalty Corp

Mr. Garofalo has served as Chief Executive Officer, President and Chairman of the board of directors of the Company since August 2020. Mr. Garofalo has worked in various leadership capacities in the natural resources sector over the last 30 years. Prior to joining the Company, he served as President, Chief Executive Officer and a director […]

Interview With Kevin Coffey CEO of Complete Spectrum Financial Services Discussing His Unique Donation Fundraiser Program

Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired […]

Interview With Greg Gelineau Executive Vice President at American Senior Benefits

37-years of Executive level leadership experience. I have successfully built and led three Financial service branches to record setting results. I have been a public key speaker at many national events. Received prestigious Diamond and Platinum awards from GAMA for General Agency Leadership. Qualified as the #1 Assoc.Regional Director in America 3 consecutive years, as […]

Interview with Pete Piranio Founder of the EmpirePreneur Fitness Business Operating System

Pete has been involved with successfully growing and scaling a businesses for over 20 years. In a the fitness industry and business model where most who attempted to truly scale- failed. He built a multi-state, multi-location, and multi-million dollar personal training business with 5 locations and 12 franchise partners. He’s help a franchise grow from […]

Interview with Don Purcell, CPA, Certified Kingdom Advisor with Clarity Business Coaching Discussing the Benefits of a Business Advisor

Don’s Vision Statement: To help clients be good stewards over money and possessions. Purpose Statement To glorify God by serving His People Mission Statement To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word. Experience Don has over 25 years of experience in the financial services industry. […]

Interview with LM Stamper Managing Director with Evermore Wealth Discussing How Women Can Grow Money Tax Free

LM Stamper helps women over 40 to retire early, keep the same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread […]

Interview with Eric Holsapple Founder of Living In The Gap

Holsapple is a successful developer and entrepreneur who has used mindfulness to transform his life and business and helps others to do the same. Eric has a PhD in Economics, has been a real estate CEO and developer for nearly 40 years, lectured real estate at Colorado State University for 20 years, and practiced yoga […]

Interview with Barry Rutten, CFP® Co-Founder and Managing Partner of WealthDefense Financial Advisors

An admitted industry “contrarian” who is wary and often critical of conventional financial wisdom, Barry Rutten is the Co-Founder and Managing Partner of WealthDefense Financial Advisors, which focuses on the unique needs and goals of business owners, high-income professionals, upwardly mobile families, real estate investors, and those entering or already in retirement. With over 35 […]

Interview With Troy Thompson CEO & Founder of Virtual Insurance Tools

Troy is responsible for helping agents tap into the online buyers’ market for life insurance, final expense and Medicare supplements. He also assists his company with developing new technology for consumer-facing online buyers. Troy started his insurance career in 1998 as an independent insurance agent focusing on long-term care and later built a brokerage agency. […]

Interview with Melissa Houston Founder of The Fractional CFO Agency

Melissa is a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their wealth. Melissa’s […]

Interview with Joe Lukacs – Expert in Mastermind Groups for Financial Advisors

I am one of the most experienced coaches for financial advisors with over 28 years and over 55,000 individual coaching sessions during that time. You can see why many of my clients have endorsed me and my results Learn More: https://www.coachjoe.guru/

Interview With Jeremy Booze Digital Strategist at Elite Advisors Media Group

Self taught via the institute of Google Search, Jeremy has been involved with all things digital for 6 years now. Experienced in web design, social media advertising, Local SEO, video production, content writing, lead generation strategy, and sales funnel processes, Jeremy considers him self a jack of all trades. When it comes to SEO he […]

Interview with Michael Wright with Trailstone Insurance Group-What to Expect from Your Independent Agent When Making Claims

I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to […]

Interview with Steven Clausnitzer Founder of Forever Labs

Prior to Forever Labs, Steven Clausnitzer spent 15 years mentoring and developing top-talent at fortune 500 companies including American Express and Wolters Kluwer. Steven has extensive experience in strategic growth, commercialization, and team leadership. He has raised over $8MM for Forever Labs, growing into 20 markets and filing several patents. Learn More https://foreverlabs.com

Interview with Nick Bour Founder and CEO of Inspire Wealth

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

Interview with Andy Turner Owner of Turner Financial- Premier Hybrid IMO

Andy has 20 plus years of experience with Financial and Retirement planning. Andy has owned Turner Financial as a platform for clients and the agents he works with to help with education in this space. Andy has over a thousand clients who trust him as their retirement planner. Acting as an IMO owner Andy has […]

Interview with Nik Tsoukales CEO & Chief Marketing Strategist at Realtop, a full service search engine marketing agency

Nik started his sales and marketing career at the age of 18 as the youngest producing real estate agent in the city of Boston. After some very quick success, he took his sales and marketing talent to the mortgage industry. He was awarded as a top mortgage executive in his rookie year placing him in […]

Interview with Jim Crider CEO of Intentional Living FP

Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While I cherish each client I’ve served, I came to find the clients I enjoy most: families that desire to achieve early financial independence for […]

Interview with Jake Clopton Commercial Loan Expert President of Clopton Capital

Jake Clopton founded the company in 2010 and is active in all commercial mortgage broker operations. He has an extensive background in commercial finance and interest rate markets, serves as the company president and head mortgage broker, and personally oversees each loan arrangement. Jake has personally negotiated billions of dollars in real estate loans and […]

Interview with Ralf Specht author of “Building Corporate Soul”

Ralf Specht is the author of “Building Corporate Soul”. He developed the Soul System™, a framework powers culture and success for any business. After two decades with McCann Erickson in various executive roles, he was a founding partner of Spark44, an innovative, industry-first joint venture with Jaguar Land Rover. Under his leadership as CEO, Spark44 […]

Interview With Darby Vannier Author of The Indispensable Leader

Darby Vannier has over 20 years of experience in leadership development and strategic consulting. He has led effective teams of more than 100 employees, coached others into their own leadership positions, and created stability during challenging organizational transitions. Darby built his career on the philosophy that developing the right people is the key to success. […]

Interview With Chris Craddock Real Estate Expert, Founder of The Redux Group and Podcast Host

A nationally certified Life Coach in Leadership and one of the top Real Estate professionals in the world closing 30-65 deals a month, Chris Craddock is the host of the Uncommon Real Estate Podcast, a realtor, and entrepreneur who runs multiple successful businesses in the Washington DC Metro area (and Richmond,VA). Chris and his companies […]

Interview with Jackie Bradley Co-Founder of Mindshift Financial Coaching

Jackie Bradley is one of the most recognized “Teaming” coaches in the financial services industry having coached 1000s of teams of all shapes and sizes. An authority on the unique areas advisors face, she helps teams scale 7-figure businesses while achieving freedom from the areas of the business that bog them down, gaining back their […]

Interview With Jeff Finney Owner and CEO of Ultimate Cabinets & The Push Thru

With over 15 years in the woodworking manufacturing business. Starting out in his small garage, Jeff independently grew his company into a business of 60 employees with a combined 55,000 square feet of manufacturing space. Since working on his business and firing himself, Jeff now spends his time playing golf and cheering on his kids […]

Interview with Mike Wilson, Founder of Blueprint Retirement Advisors Discussing the Risks for Nonprofits and Small Business Owners With a 401k Plan

In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards. Mike’s commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary […]

Interview with Wendy Lyon “The Financial Lyon” Helping Clients Create Their Legacy

Wendy a/k/a “The Financial Lyon” has been helping her clients create their legacy for over a decade. She specializes in coordinating strategies for her clients’ lives – whether they’re just starting out or planning for retirement. Wendy learned the hard way about not protecting what matters most – your life – early on. After her […]

Interview with Dr. Keith Johnson Internationally Acclaimed Confidence Coach and Speaker & Success Strategist

For more than 25 years, Amazon Best-Selling author Dr. Keith Johnson has been known the world over as an Internationally Acclaimed Confidence Coach and Speaker. Dr Johnson is a Success Strategist. With his transformational message, Dr. Johnson has had the honor of coaching more than one million leaders to elevate their levels of success to […]

Interview with LM Stamper Managing Director with Evermore Wealth Discussing How Preparing for Retirement for Women is Different Than For Men

LM Stamper helps women over 40 to retire early, keep their same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread […]

Interview with Chris Blair Founder of Maestro Associates a Denver Flat-Fee Financial Planning Firm Discussing the Common Issues With Estate Planning

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better […]

Interview with Christine Hansen Award-winning Business Coach & Author of We Mean Business

Christine is an award-winning business coach & consultant for online entrepreneurs who want to build profitable businesses on their own terms. She is well known for her tales from the trenches, tell-it-like-it-is strategies, and an almost uncanny ability to help people bust through their blind spots. Christine’s work has been featured in Entrepreneur, Forbes, Business […]

Interview with LM Stamper Managing Director with Evermore Wealth Discussing His the SGD Process

LM Stamper helps women over 40 to retire early, keep their same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread […]

Interview with Ben Trygstad Business Insurance Advisor with Trailstone Insurance Group Helping Business Owners Understand Cyber Insurance

I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps […]

Interview With The Trinity Team at Keller Williams Preferred Realty Discussing the New Investment Advisory Division

The Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. They help their clients build wealth and their bottom line using wise financial fundamentals. With investor-specific goals at the forefront, they provide the expertise to ease the process of engaging in all phases of […]

Interview with Mike Wilson, Founder of Blueprint Retirement Advisors Discussing the Problem for Small Business Owners With a 401k Plan

In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards. Mike’s commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary […]

Interview with Chris Blair Founder of Maestro Associates a Denver Flat-Fee Financial Planning Firm Discussing the Benefit to Transparency of Flat Fees

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better […]

Interview with Ben Trygstad Business Insurance Advisor with Trailstone Insurance Group Helping Business Owners Save Money on Coverage

I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps […]

Interview with Steven Guilfoile CEO and Founder of Affordacare Insurance.

From starting out doing door-to-door sales over 12 years ago to becoming one of the largest insurance group brokers in the US. Affordacare Insurance employs over 9,500 agents and partners, with offices in nearly every state. By mid-2022 Affordacare Insurance is projected to surpass the billion-dollar mark in total savings to all their clients. Learn […]

Interview With Scott Rosenzweig President & Chief Revenue Officer of Sales Growth Advisors

Scott Rosenzweig is a seasoned commercial executive sales/marketing leader & sustainability strategist known as being personable, versatile, and collaborative. Scott spent the first 15 years of his career in publicly traded companies developing strategies to drive global expansion and profitable growth, then joined private equity throughout his next 15 years to lead several companies and […]

Interview with Mike Wilson, Founder of Blueprint Retirement Advisors

In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards. Mike’s commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary […]

Interview with Kim Neeson- Coach Consultant, Award-winning Entrepreneur and Leadership Executive with Kim Neeson Consultancy

Kim Neeson helps women at the mid-career stage of their life curate their next chapter – whether a career change, leadership growth, “rewirement” or retirement – and to live their best life. Learn More: https://kimneeson.com/

Interview with Matthew Stibbe – CEO at Articulate Marketing Discussing Message to Market Clarity

He created marketing strategies, content and campaigns for clients including Microsoft, Google, LinkedIn and HP and contributed to Wired, Forbes and Popular Science. Currently, he is CEO at Articulate Marketing, a UK marketing agency specializing in the technology sector. Also, his geek credentials are strong. Previously, he was founder and CEO at Intelligent Games, a […]

Interview with Nadine Perez Founder of NBP Insurance Services

Nadine has been providing insurance to people throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and friends. Nadine brings a high level of expertise to her clients and works diligently […]

Interview with Alinka Rutkowska is the CEO of Leaders Press

Leaders Press a USA Today and Wall Street Journal best-selling press, where she creates books for entrepreneurs from scratch and launches them to best-seller with a 100% success rate. She runs a hybrid publishing house with traditional distribution (via Simon & Schuster) through which more than 500 entrepreneurs have been able to share their stories […]

Interview with Chris Blair Founder of Maestro Associates a Denver Flat-Fee Financial Planning Firm Discussing Owning Income Real Estate

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better […]

Interview with Marty Silbernik – Medicare Expert

Marty Silbernik began his career in marketing for one of the world’s largest restaurant companies, McDonald’s. Over his 21 years at the corporate level he helped the company grow from some 2,300 restaurants to over 23,000 restaurants worldwide. In the mid-90’s Marty left Chicago and moved to South Florida, purchasing 2 McDonald’s restaurants in Broward […]

Interview With Emanuel Avina President of Avina Financial Group Discussing How to Use Life Insurance for Retirement Planning

Emanuel has been helping people pursue their retirement and financial dreams through comprehensive strategies for well over a decade. He founded Avina Financial Group to help clients not only retire but to retire with more confidence and help businesses establish 401(k) benefit programs. He has passed the Series 7 and 66 securities exams, holds California […]

Interview with Timothy Johnson President of Lionswealth Financial Group on Social Security Strategy

Timothy is an experienced and knowledgeable Wealth Advisor, ready to work with you to ensure you and your family’s financial future. He has a degree in Finance from Georgia Southern University and has a certificate in financial planning. He specializes in providing solutions to protect your family’s life, income, and retirement. After 15 years of […]

Interview With Brian Vendig, CPA, AIF®, President of MJP Wealth Advisors

Brian is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios. Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, […]

Interview With César Mouriño President & CEO of LifeAnswers Financial Group

Born and raised in the streets of New York City, I graduated from Rice High School in Harlem and than graduated with a Bachelors Degree in Criminal Justice from John Jay College. As a child, I was thought to serve and respect others. With a passion for serving and helping people, I joined the United […]

Interview with Daryl Horton President of DL Horton Advisors Discussing a College Saving Plan

Born, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a […]

Interview with Randi Karpinia, CEO of Sagacity Legal

Randi helps small businesses and entrepreneurs remove their legal “what ifs” so they can “WOW the world.” With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal management with a focus on intellectual property, legal operations, and online legal protection. At Sagacity Legal, she guides her […]

Interview with Jean Latting President of Leading Consciously & Leadership Coach

Jean is an organizational consultant and management coach. She has over 20 years of consultation and teaching experience within private and public sector organizations. Her scholarship and consulting are dedicated to helping people fulfill their goals and give meaning to their lives. As a social scientist, she has endeavored to master the technologies of change, […]

Interview with Ken “Magma” Marshall Chief Growth Officer and Managing Partner at RevenueZen

Ken has been professionally interneting for the past seven years and has shifted his focus to all things SEO and inbound for the last five . Ken is an endlessly curious person with a cliche coffee addiction and a burning desire to encourage and empower others to pursue meaningful lives. Husband, maker, Australian Shepherd puppy […]

Interview with Daryl Horton President of DL Horton Advisors Discussing Life Insurance vs 401k for Retirement

Born, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a […]

Interview with John Briggs Founder of Incite Tax & Accounting

John graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, CA with Deloitte & Touche, one of the four largest national accounting firms. With his educational background and work experience at Deloitte, John took a position as Controller for a Dish Network […]

Interview with Daryl Horton President of DL Horton Advisors

Born, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a […]

Interview with Erin Fountain Founder and President of Suncoast Social Security Advisors-Consulting and Tax Services

Erin holds a BBS in Accounting and Finance from Dallas Baptist University and has performed as a Senior Staff Accountant in the corporate arena. Today, in addition to being a Registered Social Security Analyst she is also an Enrolled Agent. Erin finds that Taxes and Social Security are inextricably aligned, and she is intimately aware […]

Interview with Sean Rosensteel Founder of Savvy Pro Web

Savvy Pro Web is a company that builds websites that increase credibility, generate leads and win clients. After being taken advantage of and going bankrupt in his first business, Sean began doing the only other thing he knew how to do: build and market websites. He quickly realized how often his entrepreneurial clients had been […]

Interview with Michael Wright Insurance Agent with Trailstone Insurance Group-What is the Value of an Independent Insurance Agent?

I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to […]

Interview with Marc Vasquez Co-Founder and President of Donumvita a Financial Education Company Discussing The POLI™ Contract

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

Interview with Marc Vasquez Co-Founder and President of Donumvita a Financial Education Company Discussing The Private Reserve System™

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

Interview with Jonathan Rosenfeld Founder of Rosenfeld Injury Lawyers Chicago Personal Injury Lawyer

Jonathan Rosenfeld is an attorney in Chicago, Illinois concentrating in cases involving serious injury and wrongful death. Mr. Rosenfeld managed to consistently grow his business (10-20% annually) in the wake of additional competition and headwinds from the Covid-19 pandemic. At a time when other law firms are struggling to stay afloat, Mr. Rosenfeld continues to […]

Interview with Wesley Mathews, Co-Founder of High Level Marketing

Wesley is the driving the vision and strategy as CEO for over the past 11.5 years. From 2009 to March 2021. High Level Marketing grew from and idea to 50+ employees with revenues over 6.5M+ with powerful technology to become a powerhouse in the industry. High Level Marketing as of today is a blend of […]

Interview with LM Stamper Managing Director with Evermore Wealth Discussing Retirement Planning for Women

LM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances. Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial […]

Interview with Ben Trygstad Business Insurance Advisor with Trailstone Insurance Group

I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps […]

Interview with Karl Alomar Managing Partner at M13 a venture capital firm focused on early-stage consumer technology companies

Karl brings over two decades of executive-level experience building and growing technology businesses and spends his time at M13 across all functions of the business, specifically overseeing the Propulsion Team and running the firm. Karl is a tech investor, serial entrepreneur, and most well known for building DigitalOcean from the ground up, which is one […]

Interview with Marc Vasquez Co-Founder and President of Donumvita a Financial Education Company Discussing The Stewardship Paradigm™

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

Interview with Marc Vasquez Co-Founder and President of Donumvita a Financial Education Company

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

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Interview with Michael Wright Insurance Agent with Trailstone Insurance Group

I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to […]

Interview with Beth Rodgers Co-Owner & Agent with Trailstone Insurance Group Discussing Landlord and Renters Insurance Policies

Beth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance. Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able […]

Interview with Shannon Riley Insurance Agent with Trailstone Insurance Group -Serving Colorado Realtors

I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. […]

Interview with Chris Blair Founder of Maestro Associates a Denver Flat-Fee Financial Planning Firm

Chris founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to clients in Colorado. Now known as Maestro Associates the firm serves clients in California, Oregon, Washington, New Mexico, and Kansas. Under Chris’s leadership, the firm has implemented a unique planning approach that helps meet peoples’ financial and emotional needs. […]

Interview with Bryan Daly Founder of New Life Financial Alliance and Fee-Based Fiduciary Financial Planner Discussing Social Security Claiming Options

Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he gained great respect for the power of the market, both positive and […]

Interview with Andy McDowell Life, Leadership, Small Business Coach & Founder of Generate Your Value

Andy is an engineer by trade and a creative by nature. He spent 22 years with the Boeing Company, where he always felt more like a life coach than a boss. In 2002, he began his journey into entrepreneurship within a Corporation when he was asked to develop an Airspace Design Consulting business from scratch […]

Interview with Lorraine D’Alessio Immigration and Business Law Expert

A former Ford model turned legal powerhouse, Lorraine D’Alessio is a multi-award-winning attorney. She is an immigration and business law expert and go-to legal service provider for professionals in the modeling and fashion world, athletes, and entrepreneurs. Learn More: https://dlgimmigration.com/

Interview with Shannon Riley Insurance Agent with Trailstone Insurance Group -Serving Mortgage Lenders

I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. […]

Interview with Audrey Cavenecia Leadership Expert-Chief Content Officer, Producer for Amplify Voices

Audrey is Producer for Amplify Voices, the co-host alongside NFL coach Pete Carroll for the Amplify Voices podcast and host of the Unlikely podcast on leadership. A talented storyteller and visionary systems thinker, Audrey has decades of experience in leadership development, entertainment production, and content marketing with a focus on championing humanity in all people. […]

Interview With Rick Mosley President of Black Pearl Insurance Solutions About Creating an Income Stream for Life

Rick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in revenue for […]

Interview with Deb Coviello the Founder of Illumination Partners and the host of The Drop In CEO podcast.

For more than twenty years, she has been transforming businesses from within, elevating the talents of their organizations to new performance levels. Her experience has taught her to put tremendous value on people, whom she considers as the heart of every business. When hiring a consultant, Deb knows that the primary goal will always be […]

Interview with Shannon Riley Insurance Agent with Trailstone Insurance Group

I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. […]

Interview with Guillaume Wiatr – Strategy Consultant and Leadership Coach with Metahelm Discussing the Strategic Narrative Canvas

Guillaume Wiatr guides CEOs and Founders to align people and accelerate innovation adoption. He is the Founder of MetaHelm; a consulting firm focused on building strategic narratives for established companies. For Guillaume, traditional business storytelling is dead. Innovation happens when you build a new narrative instead. As he says, “people will pay for a story, […]

Interview with Carey (Mac) Hanna on Leaving Money to Loved Ones.

Mac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative. Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken […]

Interview with Beth Rodgers Co-Owner & Agent with Trailstone Insurance Group

Beth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance. Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able […]

Interview with Shane Bauman Founder of the Financial Services Firm, Rise

Shane has been in the Financial Services industry since 2011. During his 10+ years in financial services, Shane has served in the role of Advisor, Managing Director and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success. Prior to his career in […]

Interview with Deirdre Van Nest Creator of the Crazy Good Talks® Blueprint for Financial Professionals

Deirdre Van Nest is the go-to expert for financial professionals on how to Make An Impact when they express themselves-verbally and in writing. She is a top-rated, International Keynoter, Speech and Story Strategist, and the Creator of the Crazy Good Talks® Blueprint and the Emotionally Engaging Advisor™; two practical communication systems that have taught thousands […]

Interview with Business & Life Management Coach Joel Gandara

My Personal Journey I was born in Cuba and came to the United States in 1980. My family and I arrived on an overcrowded boat. Even though I was a kid, I knew that we landed somewhere life-altering. My father took a job repairing electrical equipment at a nonprofit radio station while my mom cleaned […]

Interview with Carey (Mac) Hanna – Should an Annuity be Part of a Retirement Portfolio?

Mac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative. Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken […]

Interview With Rick Mosley President of Black Pearl Insurance Solutions About Using an Annuity for Growing a Lump Sum Cash Distribution

Rick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in revenue for […]

Interview with Carey (Mac) Hanna on Making Wise Decisions on Retirement Planning

Mac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative. Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken […]

Interview with Ken Lundin, Founder of Ken Lundin & Associates and Creator of the Sales Alpha Roadmap

Ken found his mission while standing in his front lawn in Atlanta in 2011, when he learned from the people who had purchased it that his house had been sold by the bank. With his business – and the last 6 years of his life – up in smoke, he took a mid-level sales position […]

Interview with Mike Maynard Managing Director of Napier B2B Marketing Agency

Mike is a self-confessed geek who loves talking about technology. He believes that combining the measurement, accountability, and innovation that he learned as an engineer with a passion for communicating ensures Napier delivers great campaigns and tangible return on investment. Hobbies include speed skating and cricket, and he believes strongly in goal-driven marketing. Learn More: […]

Interview with Ed Brenegar Creator of the Circle of Impact Model of Leadership

I’m Ed Brenegar, the creator of the Circle of Impact model of leadership and the author of Circle of Impact: Taking Personal Initiative to Ignite Change. Two decades ago, the Circle of Impact formed in my mind by observing patterns of behavior in organizations. As the Circle of Impact developed, two other principles became clear. […]

Interview with Luke Acree President of ReminderMedia Helping Financial Professionals Stand Out with Personally Branded Lifestyle Magazines

Luke is a sales fanatic, a marketing evangelist, and an expert team builder. Luke has worked with tens of thousands of business professionals over the years, helping them understand how to connect with their client database in a way that generates leads, secures repeat clients, and captures referrals. In 2003, ReminderMedia launched American Lifestyle magazine, […]

Interview with Todd Isberner, Author of “What Every Man Needs to Know: How to Master Faith, Family, Fitness and Finance”

Todd Isberner is a husband, father, business owner, and author of “What Every Man Needs to Know” As a result of his own life-altering conversion, Todd invested over 40 years learning to master the cornerstones of a man’s life: faith, family, fitness, and finances. His success is based on discovering the deeper meanings and impact […]

Interview with Michael Roub Managing Partner and Founder of Inflection 360

Michael has more than two decades of business expertise as a strategic advisor and consultant, corporate executive, and investment banker. Michael has extensive experience with corporate development, mergers and acquisitions, and capital raising and has worked extensively with dental and medical groups and private equity backed-platforms. Prior to starting Inflection 360, Michael had senior business […]

Interview with Alon Braun Author of The Entrepreneur Journey

Alon Braun, is an experienced system architect with a proven track record in supporting technology businesses to optimise their operations – advising in strategy, systems, sales and marketing. He is the Founder of the Riverbanks Business Development Program. With an MSc in Biology, he has been working
 closely with genetics, bioinformatics and microscopy technology for […]

Interview with Emmanuel Probst Author of the Book “Brand Hacks”

Emmanuel’s background combines over 16 years of market research and marketing experience with strong academic achievements. At Ipsos, Emmanuel supports numerous Fortune 500 companies by providing them with a full understanding of their customer’s journey. This encompasses brand awareness to purchase and recommendation, leading to greater insights on the consumer within it. His clients span […]

Interview with Chris Orestis, CSA President of Retirement Genius

Chris is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who […]

Interview with Air Force Chief Master Sergeants Ericka E. Kelly and Lefford Fate about their New Book P.E.R.S.I.S.T.E.N.C.E.

This book will give you an inside look for anybody planning on serving, currently serving, or who has served to help them be successful and significant. You will hear from Chiefs in their own words, with different personalities, and different backgrounds. Each word relates to the more significant theme. You will learn how to be […]

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Interview with David Ciccarelli CEO of Voices-The World’s #1 Audio Services Marketplace

David Ciccarelli is an entrepreneur at heart. For the last decade, David, with the help of his team, has grown Voices from the ground up to become the leader in the voice-over industry. More recently, he has led the charge through Voices’ transition from a voice-over platform to a creative services marketplace, newly adding translation, […]

Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Putting Your Financial House in Order

Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan […]

Interview with Don Purcell, CPA, Certified Kingdom Advisor, and and Founder of Clarity Business Coaching

I’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances. Professional Experience Staff auditor for the accounting firm of KMPG Peat Marwick. First ever Controller for the law firm Akerman, a top 100 law firm in the US. Founder of a public […]

Interview with Bill Cates, Founder of The Cates Academy for Relationship Marketing™ & Author of “Radical Relevance”

For over 25 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients. Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value. Before starting his […]

Interview with LaDondra Hervey Author, Keynote Speaker, Certified Belief Therapist and Certified Business Coach

LaDondra Hervey is an Award Winning Author, Keynote Speaker, Certified Belief Therapist and Certified Business Coach who empowers women to create richly rewarding businesses rooted in Jesus Christ. Using proven strategies, she helps women overcome the barriers that keep them disconnected from the calling on their lives in her faith based business community. As a […]

Interview with Olivia Summerhill Divorce Financial Consultant with The Summerhill Firm

Olivia Summerhill is a Divorce Financial Consultant who discreetly helps affluent women maintain their lifestyle during and post-divorce. Learn More: https://www.summerhillfirm.com/

Interview with David DeCelle President of Model FA – On a Mission to Serve Thousands of Financial Advisors Worldwide.

David is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals. Learn More: http://www.modelfa.com/

Interview with Goran Milic with Tesla Wealth Management Discussing Financial and Retirement Literacy Focused on Social Security

Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He’s an actuary by trade, […]

Interview with Natalie Grassi Financial Advisor Development Consultant at Simplicity Scottsdale

Natalie specializes in helping advisors overcome common challenges in their business and reach their goals more quickly. She is experienced in creating marketing plans for top producers and coaches on best practices for delivering seminars and effectively converting clients. Learn More: https://www.simplicityscottsdale.com/

Interview with Greg Hiebert & Dennis O’Neil Partners at leadershipForward & Authors of the Bestselling Book “Changing Altitude”

Changing Altitude: How to Soar in Your New Leadership Role https://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/ Greg has over 39 years of practicing, studying, teaching and coaching leadership in the public and private sectors at all levels of leadership to include Boards. Following his deep passion for teaching and coaching leadership, Greg started his own consulting company “leadershipForward” in 2002 […]

Interview with Ryan Kugler Owner & President of Plan B Distribution

Ryan was born in Chicago, Illinois and moved to Los Angeles shortly thereafter. Right from the start, Ryan took a strong interest in film and everything surrounding the medium. At the age of 13, Ryan made his way onto several studio lots with the intent of soaking it all up. On one particular day, Ryan […]

Interview with Jamie Bosse Author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future

Jamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, […]

Interview with Bryan Daly Founder of New Life Financial Alliance and Fee-Based Fiduciary Financial Planner

Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he gained great respect for the power of the market, both positive and […]

Interview with Nick Stuller, Founder and CEO of My Perfect Financial Advisor

Nick is a 30 year veteran of financial services. Over the past 15 years Nick was the CEO and co-founder of the two largest advisor directory businesses, and in 2018 authored a book on how to find a financial advisor: “THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor” published […]

Interview with Dr. Virginia LeBlanc THE Pivot Maestro-Next Steps for Vets

Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box […]

Interview with Patty Kreamer Owner of Productivity Uncorked-Coach for Financial Advisors

As a productivity coach for financial advisors, Patty works with her clients to gain control of their life and time. She helps them to create the vision of what they want their life to look like and then make that vision a reality. Through her expertise and experience, her clients are able to develop personalized […]

Interview with Aaron Witten CFP® & Certified Kingdom Advisor® – Founder of Witten Financial Services

Entrepreneurial from an early age, Aaron Witten, founder of Witten Financial Services, has always found a way to serve others while pursuing his passions and interests. At age 10, he started his first business selling baseball, football, and other trading cards. During college, Aaron repaired the computers of his fellow classmates. With every early endeavor, […]

Interview with Brandon Galici Founder of Galici Financial Discussing his Blueprint-Maximize life today. Plan for tomorrow

Brandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future. He has also been blessed to serve on the Kingdom […]

Interview with Frank Maselli Dynamic & Entertaining Speaker & Trainer in the Financial Services Industry

Frank is a recognized expert in helping professionals reach new levels of success and he does it with tremendous insight, warmth and humor that have earned him “top speaker” acclaim at industry conferences for over a decade. Frank is a former US Army officer, a Ph.D. in Psychology and a four-decade Wall Street veteran. He’s […]

Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Managing Life’s Transitions

Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan […]

Interview with Eszylfie Taylor Founder and President of Taylor Insurance and Financial Services

Eszylfie serves as financial advisor to individuals, business owners, athletes, celebrities, and high net worth families. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor’s Degree in Business Management. Prior to founding his own company in 2013, he was a standout financial advisor at New York Life, making […]

Intrerview with Joshua B. Lee, Founder and CEO of StandOut Authority

They call me “The Dopamine Dealer of LinkedIn” and I’m proud of that nickname. I’m an entrepreneur, business owner, author, coach, marketer and a very blessed husband and father. Way back in 2003 I built my career in online marketing with clients like MySpace and Google with advertising spends of over a half a billion […]

Interview with Randy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals

Randy is a widely followed author, lecturer and podcast host for the accounting profession. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is […]

Dr. Ginger Bratzel Marketing Strategist-Helping Healthcare Providers & Service Based Businesses Attract Ideal Clients & Patients

Ginger started her professional career as a dentist where she developed systems and strategies to increase patient and client attraction to create business growth. From Ginger’s own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly began […]

Interview with John J. Duddy President of Strategic Tax and Insurance Services, Inc.

There is much that is uncertain about the financial world, but at Strategic Tax & Insurance Services, Inc., that uncertainty is combatted by invaluable experience. With over 40 years of this experience as an advisor, John Duddy helps his clients create a coordinated plan to manage all of their wealth needs. John’s passion is people; […]

Interview with Dr. Virginia LeBlanc THE Pivot Maestro on Career Transition for Women, Active-duty Military, and Veterans

Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box […]

Interview with Damari Gold Owner of The Gold Standard Accounting & Tax Inc.

Damari has a unique perspective on Money and Personal Finances. She holds a Master’s Degree in Accounting and Finance, has been a practicing tax accountant for over ten years and owns a firm, The Gold Standard Accounting & Tax Inc in Huntington Beach, CA. Damari is passionate about helping small business owners, more specifically women-owned […]

Interview with R.T. Custer Founder of Vortic Watch Company Discussing the Entrepreneurial Journey

R.T. grew up on a Christmas Tree Farm in Reading, PA. The farm was always the side-hustle for the family, but he learned to be an entrepreneur from his grandfather and his parents. After getting his degree in industrial engineering from Penn State University, he moved to Fort Collins for a job with Walmart Logistics. […]

Interview with Andrew Saksa Senior Vice President of the Financial Services Division at ReminderMedia.com

Andrew is a media marketing and business development expert. ReminderMedia.com is a Philadelphia-based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies two years consecutively. His primary roles include Enterprise/Global and National Business Development. Previous to ReminderMedia, he Co-Founded MyPistevo a mobile application for criminal background checks and was […]

Interview with Christopher Paradiso Owner and Founder of Paradiso Financial and Insurance Services

Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris’s unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso […]

Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Are You Ready to Retire?

In this interview, important retirement questions are covered including: Do I have enough money to retire? What are the biggest risks when creating a retirement plan? Where are some of the biggest mistakes people make when creating a retirement plan? Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves […]

Interview with Dr. Virginia LeBlanc THE Pivot Maestro

Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box […]

Interview with Tra Williams Speaker, Author, Entrepreneur, and Nationally Recognized Expert in Entrepreneurship and Business Strategy

He has sat at the helm of two international brands and has supported thousands of entrepreneurs on their journey to self-employment. Tra holds a degree from the University of Georgia and is a graduate of the prestigious Franchise Management program at Georgetown University. He has been featured or quoted in numerous publications, including Forbes, Bloomberg, […]

Interview with Amanda Abella Founder and CEO of Make Money Your Honey

Amanda is an award-winning content creator, keynote speaker, and business coach who specializes in helping business owners activate their persuasion prowess so they can make more money. Her clients go from hating sales and marketing to achieving 90% close rates and closing multiple five-figure deals. Her work has been featured in Forbes, Huffington Post, Business […]

Interview with Raj Girn Founder of The Open Chest Confidence Academy

After 30 years in the entrepreneurial arena, with 20 of them being in C-suite as a media, communications, and events entrepreneur, where I have predominantly worked with Fortune 500s, celebrities, thought leaders, and high achievers, I have come to realize that there are two, very simple characteristics that make for a great leader. Learn More: […]

Interview with Nikki Rausch CEO of Sales Maven, an Organization Dedicated to Authentic Selling

Nikki Rausch has the unique ability to transform the misunderstood process of “selling”. With 25+ years of experience selling to such prestigious organizations as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, Nikki shattered sales records in many industries, receiving multiple “top producer” awards along the way.Today, entrepreneurs and small business owners from a […]

Interview with Jonathon Hensley-co-founder and CEO of Emerge, Author of Alignment- Overcoming Internal Sabotage and Digital Product Failure

The book teaches how to Overcome Internal Sabotage and Digital Product Failure. Alignment is the one thing you’ll find at the heart of every successful relationship, team, and organization in the world. When developed and leveraged, alignment can create the foundation for unparalleled product success. Part One Focuses on what alignment is, and why it’s […]

Interview with Jeremy Keil – CFP®, CFA Retirement-Focused Financial Planner with Keil Financial Partners

Jeremy is the host of the Retirement Revealed blog and podcast. Jeremy loves helping people learn more about, and feel more confident about their money. After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie […]

Interview With Robert Syfert Co-Founder and Chief Visionary at RealEstateInvestor.com

Robert is also the founder of InvestorPO, Property List Manager, and USA Portfolio Real Estate. Robert is an innovator in the real estate investment industry who creates software, tools, and services that enable real estate investors to do things better and faster. He’s passionate about being part of the solution and finding answers to the […]

Interview with Kevin Knebl, International Speaker, Author, Trainer and Executive Coach for Financial Professionals

Kevin’s clients include individuals and small, medium, and Fortune 500 companies. He’s an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn, and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events. Kevin is the co-author of “The Social Media Sales Revolution: […]

Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management

Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan […]

Interview with Wayne Moloney-Australian Business Growth Specialist and Co-author of The Wentworth Prospect

For over four decades, in roles from salesperson to Managing Director he helped a diverse range of businesses in Australia, Asia and Europe achieve their revenue and profit goals. Since leaving his corporate career, Wayne has spent over 15 years helping B2B organisations tackle their business growth challenges through the application of sound sales and […]

Interview with Daniel Kraak Partner and Personal CFO at Atmos Planning

Atmos Planning is a financial consulting firm that works virtually with small business owners across the country. Prior to Atmos, Dan was an Army Captain, earned an MBA from Notre Dame, and worked as a financial planner. He’s also held multiple roles at Fortune 500 companies. In his free time, he enjoys all the hiking […]

Interview with Nate Joens Co-Founder, Head of Innovation and past CEO at Structurely

Under his 4 years as CEO, Structurely experienced 10x growth in conversations processed in the real estate industry and built a proprietary conversational AI application that 99.9% of consumers believed was human. Structurely also became a Housing Wire Real Estate Tech Top 100 company, and grew to a team of 26 employees. With over 3.5 […]

Interview with Brannon Fisher Director, Principal, and Client Advisor of Simon Quick Advisors

Brannon joined Simon Quick in April of 2019 and helped extend the firm’s reach into the Rocky Mountain region by establishing an office in Denver. He is responsible for new business development and works closely with his Client Advisory team to provide ongoing services to Simon Quick clients. Prior to joining Simon Quick, Brannon was […]

Interview with Jeremie Kubicek Executive Chairman of GiANT, a company that certifies coaches and consultants that serve companies and their employees.

Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive. Jeremie has started over 20 companies while living […]

Anwar R. Sadeek Founder of the Married Our Way Movement and Author of the Book Married Indefinitely

Anwar Rajan Sadeek is an American entrepreneur, adventure enthusiast, world traveler, real estate developer, investor, and now, author. Born in Paramaribo, Suriname on June 19, 1980 to Guyanese parents, then moved to Toronto, Canada at 8 months old. Establishing Canadian citizenship, Anwar’s family then immigrated to the United States of America in 1984. A proud […]

Caleb Guilliams Founder and CEO of Better Wealth

After taking over the entire investment department of a bank by the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite “professional” financial advising. After 3 years of traveling the country being mentored by the most successful financial minds, Caleb discovered a better way to build wealth. Leaving his prestigious […]

Joseph Mattera, Financial Service Representative at Ensign Financial Partners, Interviewed on the Influential Entrepreneurs Podcast

Joe started his Financial career in 1988 with Metropolitan Life. He became a Financial Service Representative with Met in 1991. He then formed his own firm, JM Financial, Inc. in. 1995. He went on to Author a book related to his business called, “The Road to Financial Success,” published by AuthorHouse in 2005. He is […]

Interview with Josh Nelson – Founder and CEO of Keystone Financial Services

His business mission is to create unexpected value for our clients by building high-trust relationships and delivering an outstanding financial planning experience. Prior to Keystone, Josh was a financial advisor with Addison Avenue, a credit-union based firm that provided wealth management and financial education services to workers at technology companies. Josh continues to work with […]

Interview with Patrick Burke Managing Partner of Burke & Schindler, PLL & Author of The 10 Biggest Business Mistakes And How To Avoid Them

Patrick has a B.S. in accounting in 1977 and earned his JD from the University of Cincinnati in 1980. He enjoys working with entrepreneurs and has advised over 200 highly successful start-ups. His advice focuses on business value building, deal structuring and management, creative financing and tax and estate planning. Patrick is on the board […]

Interview with Raquel Hinman, CFP®, and Founder of Hinman Financial Planning

Hinman Financial Planning is a comprehensive, fee-only financial planning firm based in Erie, Colorado, and serving clients nationwide. With more than 25 years’ experience, her practice is focused on helping women and men navigate the financial and non-financial issues that accompany major life transitions such as inheritance, divorce, and retirement. She meets with clients both […]

Interview with Rod Khleif business owner and philanthropist passionate about high performance & giving back.

As one of the country’s top business, real estate and peak performance luminaries, Rod has built over 24 businesses in his 40 year business career several which have been worth tens of millions of dollars. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to […]

Interview with Kevin Taylor Co-Founder of InSight

Kevin is a passionate husband and father. Like most Coloradans, he is energetic about the outdoors and loves hiking the front range, camping, and skiing. He could easily be found jeeping the backcountry or taking the kids to mountain rental for the weekend with his wife Susan. When at work, however, he oversees InSight’s business […]

Interview with Justin Goodbread Author of “Your Baby’s Ugly” and Owner of FinanciallySimple.com

Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors, LLC., Heritage Business Advisors and FinanciallySimple.com, is a nationally recognized financial educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience starting, buying, owning, and selling businesses. Justin is a four-time recipient of the Investopedia Top 100 Advisor award and the Exit […]

Interview with Harry Abraham Co-Founder and CEO of BizWings

BizWings is a business automation company for small businesses looking to adopt technology to simplify their businesses so they can scale. Harry is a business attorney, former COO of a premier digital ad agency, and former pro-soccer player. His entrepreneurial mindset and competitive edge combined with his legal perspective protects long-term goals by implementing strategies […]

Interview with Rod Reasen CEO of Springbuk, a Health Intelligence Company

Before launching Springbuk, Rod founded and scaled a fee-based benefits consulting firm into one of the largest in the Midwest which was acquired by a publicly traded firm in 2010. In 2009, he launched the nationally recognized Healthiest Employers award program that has recognized over 8,000 employers at the top healthiest workplaces in their region […]

Interview with Dr. Fred DiDomenico Author of You Are More Powerful Than You Think and Creator of H.E.A.L.E.D

Dr. Fred DiDomenico began his professional life as a chiropractor in 1987. In 14 years, he had 4 very successful practices helping 1000’s of patients and families achieve optimal health. He expanded his purpose to coaching chiropractors reach their purpose with Elite Chiropractic Coaching. Through helping doctors, online videos and programs, he has helped well […]

Interview with Ann Vanderslice, President and Founder of Federal Benefits Made Simple

Ann has helped federal employees understand their benefits, explore options to potentially optimize the value of their benefits, plan for retirement and organize income planning and IRA distributions since 2002. Ann holds a Federal Benefits Made Simple designation from the International Association of Registered Financial Consultants as well as the Chartered Retirement Planning Counselor from […]

Interview with Steve Cruice Owner of Simply Steward Financial Planning & Creator of the Steward360 Process

I started my career as a CPA working for a large accounting firm and then worked for several years at a large life insurance and investment financial services company in the corporate mergers and acquisitions group. During this time, I had the desire to leverage the financial knowledge and experience I had to help individuals […]

Interview with Jim Callahan, CFP, CFA Founder & Managing Partner of Saza Wealth Partners

Jim advises small business owners and high-earning executives on their personal wealth so that they can focus on their business goals. After witnessing the growing gap between clients’ and advisors’ interests, he designed and launched his firm, Saza Wealth Partners, in 2020 to align technology with relationships and deliver win-win results. Jim brings over 25 […]

Interview with Fortune 500 Consultant & Coach, Lucas Root

From his strong roots at Fortune 500 companies and on Wall Street to developing smaller, but powerful brands, Lucas has built a strong track record of successes that also includes many speaking engagements, podcasts, publications & his bestselling “Work From Home” course. Whether leading business and projects for his clients or mentoring his clients to […]

Interview with Damion Lupo Author of Millionaire Action Plan

Born with an entrepreneurial spirit Damion started his first business at age 11, has started 30 since, and is the published author of 5 books. He’s the founder of Yokido, a martial art that blends Aikido and Yoga and holds 3 other black belts. As a thought leader and bold executioner, his first rental house […]

Interview with David Sharifi, Trademark Attorney and Creator of the Masterclass Trademark Wars®

David is a respected technology leader with a distinguished track record for delivering winning strategies to organizations on critical issues across the full transaction and innovation cycle, including targeting, due diligence, revenue growth, product differentiation, portfolio valuation, market analysis, and competitive barrier strategy. David has been recognized as among the Top 30 Most Influential Digital […]

Interview with Mark Rockwell author of “Five Mistakes Lawyers Make That Kill Their Career”

Mark works with business owners who are frustrated by their inability to scale up and become more profitable. He helps them create their vision, and implement an operating platform that builds a healthy, thriving company He is a graduate of Northwestern University, Kellogg School of Management, and Willamette University College of Law Mark is both […]

Interview with David Duford Author of The Official Guide To Selling Insurance For New Agents

David’s agency helps new and experienced agents nationally become top producers. He is the author of 3 best-selling insurance sales and marketing books, including “The Official Guide To Selling Insurance For New Agents, “The Official Guide To Selling Final Expense Insurance,” and “Interviews With Top Producing Insurance Agents.” David is also a YouTube Influencer in […]

Interview with Aleksander Vitkin Founder & CEO of BusinessMentor.com

We’ve helped over 700 people with a sincere interest in entrepreneurship and contribution, usually aged 26 to 40, to start profitable businesses, quit their jobs and travel the world. Our newer members utilize the business blueprints that we have collectively developed to establish reputable service businesses in 3 key online sectors – Marketing Services, Technology […]

Interview with Alex Dripchak Co-Founder of Commence, a Life After College Academy for College Students

Alex is a sales and career-readiness expert based in New York City. A senior adviser at Mercer, a global HR consulting leader, he previously worked at Oracle, where he was the first person to be a sales manager and outside producer by the age of 25. He is the co-founder of Commence, a careers academy […]