About the author

brian

Share

Sybil Ackerman-Munson, Donor Advisor and Founder of Do Your Good, Interviewed on Influential Entrepreneurs Podcast

By brian

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 […]

Share

Tim Corrigan, Owner of the Health Plan Superstore Interviewed on Influential Entrepreneurs Podcast

By brian

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 […]

Share

Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

By brian

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 […]

Share

Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Prior to Wealth Distribution, Interviewed on Influential Entrepreneurs Podcast

By brian

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 […]

Share

Billy Wagner, Owner of Brightway Insurance in Ponte Vedra Beach Florida, releases his new book featuring all his business success strategies

By brian

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 […]

Share

Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing Investments vs. Insurance for Wealth Accumulation, Interviewed on Influential Entrepreneurs Podcast

By brian

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 […]

Share

Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast

By brian

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 […]

Page 3 of 254