Vy Lockwood recently sat down for an interview about real estate and how she serves her clients in Colorado. She loves to help other people find their dream homes. Lockwood said, “I focus on family 1st and love serving my clients, especially those in the Military. When clients work with me, they discover that my […]
Sybil Ackerman-Munson discusses her over 20 years of experience as a nonprofit professional and foundation advisor. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-sybil-ackerman-munson-donor-advisor-and-founder-of-do-your-good/ Sybil explained, “With over 20 years of experience as a nonprofit professional and foundation advisor, I work with philanthropic institutions and foundations interested in successful, high-impact grant making […]
Tim Corrigan discusses how his insurance agency specializes in Medicare and Health Insurance Solutions. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-corrigan-owner-of-the-health-plan-superstore/ Corrigan explained, “The Insurance Health Plan Superstore is an independent insurance agency specializing in Medicare and Health Insurance Solutions. We work with the major insurance companies so we can offer […]
By the end of this Challenge, attendees will be able to scale their business & have the tools and systems to do so. If this sounds intriguing, this is the 4-day Challenge that cannot be missed. Susie Carder only hosts this free event 2x a year. Carder commented, “I feel this topic is so important […]
Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is the client experience like? Who facilitates each step of the process? What is the process for this robust referral relationship? Listen […]
Judy Carlson discusses why it is so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the most significant risks to the safety of our money, especially once wealth decumulation starts? Why have taxes become such a big issue in retirement? What has transpired over the past […]
The lucky lottery winners in Maine’s moose permit drawing have three things to do right away. Even though the season doesn’t begin until late September, hunters should contact a Registered Maine Guide if they plan to use one, find a place to stay during the week, and line up a local butcher to process the […]
In 2006 Billy Wagner started his own insurance agency. Over the first ten years he opened ten locations and built a $50,000,000 book of business. He was able to sell his interest in 9 of the locations and set his sights on building another $50,000,000 business with just one office. To do that he had […]
Judy Carlson discusses how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I had been in the financial services business for 30 years that I discovered this strategy – building wealth with cash accumulation life insurance! Most people […]
Todd Smith discusses his mission to impact and improve the financial lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is a family office? How can it improve an accountant’s business? How does it improve client service? Why is the referral model outdated? Listen to […]
