Influential Entrepreneurs with Mike Saunders, MBA
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Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington. Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning. Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions. Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking. Learn More: https://www.heartfinancialgroup.com/ https://www.LowerYourTaxesToday.com Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-5-ds-of-exit-planning
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling, and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington. Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning. Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions. Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking. Learn More: https://www.heartfinancialgroup.com/ https://www.heartfinancialgroup.com/ https://www.LowerYourTaxesToday.com Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning-tax-mitigation
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020. Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia. Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs. Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-business-insurance
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington. Since starting her firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning. Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions. Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking. Learn More: https://www.heartfinancialgroup.com/ https://www.LowerYourTaxesToday.com Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning
Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, Social Security, longevity (never running out of money), the high cost of aging impact on investments, and protecting a legacy for her client’s children. She uses her extensive knowledge as well as a team of specialists to provide cutting-edge resources in an ever-changing environment. She knows that God blesses us daily with the gift of life and the opportunity to make a difference in the world. Each new relationship in her business and personal life is meant to be cherished. Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna, Finnegan, and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life. Learn More: http://www.kimberlypohler.com Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-taxes-impact-retirement
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020. Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia. Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs. Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-buy-sell-agreement-strategies
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020. Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia. Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs. Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-key-person-insurance
Leisa trains entrepreneurs how to use public speaking as a SOUL FILLING business growth strategy. As a self-proclaimed “Talk Doula” she facilitates the birth of new talks all around the world in her “Get Your Talk Ready to Rock” sessions. Throughout her years of working with speakers, the most frequent confessions she hears are: “I’ve always wanted to be a speaker,” but “I’m still working on my talk,” and “I’m not sure where to get booked.” It is her mission to collaborate with her clients so they can quickly and easily create their talks and deliver them to audiences that are a right fit. Leisa has booked and delivered over 600 speaking engagements, is a 7-time author, podcast host and was awarded an Honorary Doctorate. Although she has both a Bachelor’s and a Master’s Degree in Speech Communication, she assures her clients those degrees are NOT required in order to be a speaker. She is a mom, a wife, a dog-lover, and loves live rock concerts. Learn more: https://getspeakinggigsnow.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-leisa-reid-founder-of-get-speaking-gigs-now-ceo-of-the-international-speaker-network
Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004 he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun is fortunate to be surrounded by his 3 amazing daughters and loves to enjoy a glass of red wine with his beautiful wife. Learn More: http://www.fullfocusfinancial.com/ Investment advice offered through Desert Rose Capital Management, Inc. (“DRCM”) a Registered Investment Advisor. Insurance and annuity products are offered through Full Focus Financial and Insurance Services, a licensed insurance agency, DRCM and Full Focus Financial and Insurance Services are not affiliated. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-enhancing-a-company-retirement-plan
Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, Social Security, longevity (never running out of money), the high cost of aging impact on investments, and protecting a legacy for her client’s children. She uses her extensive knowledge as well as a team of specialists to provide cutting-edge resources in an ever-changing environment. She knows that God blesses us daily with the gift of life and the opportunity to make a difference in the world. Each new relationship in her business and personal life is meant to be cherished. Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna and, Finnegan, and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life. Learn More: http://www.kimberlypohler.com Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-life-insurance-fits-into-retirement
Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, Social Security, longevity (never running out of money), the high cost of aging impact on investments, and protecting a legacy for her client’s children. She uses her extensive knowledge as well as a team of specialists to provide cutting-edge resources in an ever-changing environment. She knows that God blesses us daily with the gift of life and the opportunity to make a difference in the world. Each new relationship in her business and personal life is meant to be cherished. Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna, Finnegan and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life. Learn More: http://www.kimberlypohler.com Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-5-risks-of-retirement
Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun is fortunate to be surrounded by his 3 amazing daughters and loves to enjoy a glass of red wine with his beautiful wife. Learn More: http://www.fullfocusfinancial.com/ Investment advice offered through Desert Rose Capital Management, Inc. (“DRCM”) a Registered Investment Advisor. Insurance and annuity products are offered through Full Focus Financial and Insurance Services, a licensed insurance agency, DRCM and Full Focus Financial and Insurance Services are not affiliated. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-company-retirement-plan-maintenance
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free. Learn More: https://vwminc.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-preparing-for-the-unexpected-in-retirement
Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun is fortunate to be surrounded by his 3 amazing daughters and loves to enjoy a glass of red wine with his beautiful wife. Learn More: http://www.fullfocusfinancial.com/ Investment advice offered through Desert Rose Capital Management, Inc. (“DRCM”) a Registered Investment Advisor. Insurance and annuity products are offered through Full Focus Financial and Insurance Services, a licensed insurance agency, DRCM and Full Focus Financial and Insurance Services are not affiliated. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-unknown-flaws-in-company-retirement-plans
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free. Learn More: https://vwminc.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement
Ronald’s narrative unfolds as a testament to resilience, self-discovery, and an unyielding dedication to helping others achieve financial success. Born into a modest family, he embraced the values of hard work and resourcefulness from an early age. Ronald’s initial journey led him to the nursing field, where he dedicated eight years of his life working alongside physicians in mid-size to large hospitals. Within the bustling healthcare environment, Ronald observed the intricate interplay between healthcare professionals and the financial intricacies of running a medical practice. Inspired by the physicians he collaborated with, he developed a keen interest in the financial aspects of their work. However, he soon realized that merely being part of the healthcare system did not guarantee financial security. Motivated by a desire for financial independence, Ronald sought guidance from financial companies, hoping to leverage their expertise in planning his path to autonomy. Unfortunately, he encountered barriers in the form of fees that seemed counterproductive to his financial goals. Rather than succumbing to discouragement, these challenges fueled Ronald’s determination to take control of his financial destiny. Undeterred, he embarked on a journey of self-education, attending events and seminars to gain insights into personal finance, investment strategies, and retirement planning. Along the way, Ronald forged valuable partnerships with industry leaders, including Transamerica Corporation and Covered California, gaining a deeper understanding of financial practices across various industries. While working with large financial institutions, Ronald realized that the industry lacked a company that could seamlessly combine financial solutions, financial literacy, and collaboration among financial professionals, mirroring the collaborative nature of the medical field. In 2017, he founded Curious Finance, driven by a mission to address these gaps and provide proactive consulting services. Ronald’s transformation extended beyond personal gain; it became a mission to empower others. Recognizing the lack of financial literacy among peers and the younger generation, he became a Certified Financial Education Instructor with the National Financial Educator’s Council (NFEC), equipped to share his knowledge with those eager to navigate the complexities of personal finance. His community-oriented approach led him to engage with young entrepreneurs in the Bay Area, serving as a judge for the Network of Teaching Entrepreneurship. Collaborating with business partners, he conducted personal finance workshops for students at California State University East Bay (CSUEB) and UC Davis, contributing to the financial education of the next generation. Ronald’s commitment to financial education expanded as he joined the NFEC’s Personal Finance Speakers Association, broadening his reach and influence. His dedication to continuous learning is evident in his regular consumption of financial literature, keeping him at the forefront of industry trends. Beyond his professional endeavors, Ronald is a man of diverse interests. He finds joy in traveling, attending sports events, and actively engaging in community volunteering, including initiatives for clean communities and blood donation. He passionately supports impactful community foundations. Yet, amidst these varied pursuits, Ronald cherishes moments spent with his wife and two children, especially during family travels and shared experiences. His story is one of transformation, from navigating hospital corridors as a healthcare professional to becoming a Business Financial Consultant dedicated to empowering individuals, families, businesses, and communities. Ronald’s journey reflects not only personal growth but also a profound commitment to sharing the knowledge acquired along the way, ensuring that others can also chart their paths to financial prosperity. Learn more: https://www.curious-finance.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-ronald-flores-founder-ceo-of-curious-finance
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free. Learn More: https://vwminc.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-major-issues-facing-people-in-or-near-retirement
CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives. Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary. Learn More: http://CLUWealthAdvisors.com Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-business-continuation-considerations
As a 32-year veteran of the military, Ericka E. Kelly has seen and experienced it all when it comes to transitioning from a military career to civilian life. Her latest book, “Take Charge of Your Military Transition,” is a guide for transitioning military members who are seeking clarity and guidance during this pivotal time in their lives. Ericka E. Kelly wrote this book to provide a different roadmap for military members who want to transition well from their military careers and find incredible civilian opportunities. With her extensive experience and knowledge, she aims to empower her readers to navigate this transition with confidence and determination. She is uniquely qualified to help transitioning military members reach their goals. With her background as the Senior Enlisted Advisor to the Chief of the Air Force Reserve and Command Chief Master Sergeant for the Air Force Reserve Command, she offers valuable insights and practical advice. Additionally, as a European Mentoring and Coaching Council (EMCC) Master Coach, she is an iconic mindset expert. With her Certificates as a John C. Maxwell speaker, trainer, and licensed DISC trainer and consultant, she brings a wealth of expertise in communication skills and personality styles. Her civilian professional background includes serving as a Senior Special Agent for the Departments of Justice and Homeland Security. Notably, Ericka was honored by the United States Congress for her invaluable contributions to the nation’s security. Ericka E. Kelly’s educational achievements include a bachelor’s degree in criminal justice and a master’s in business administration. Learn More: https://erickakellyenterprises.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-ericka-e-kelly-author-global-professional-speaker-executive-coach-and-leadership-trainer
CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives. Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary. Learn More: http://CLUWealthAdvisors.com Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-tax-efficient-investing
CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives. Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary. Learn More: http://theclu.com/ Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-founder-of-clu-wealth-advisors-discussing-inheritance-positioning
James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.” James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing. James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years. With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire. Learn More: https://www.yoursafemoneypeople.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-guaranteed-income
James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.” James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing. James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years. With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire. Learn More: https://www.yoursafemoneypeople.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-life-insurance-fits-into-retirement
James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.” James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing. James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years. With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire. Learn More: https://www.yoursafemoneypeople.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-taxes-impact-retirement
It’s only natural that Kevin A. Guttman helps people with reverse mortgages. He’s been around real estate practically his whole life. His parents were realtors and investors in southern California. Kevin grew up tagging along with his dad to look at properties, and he learned early on what makes a good real estate investment. As he got older, Kevin and his brothers began fixing up properties for their father, and eventually Kevin began managing them. But before he began his own career in real estate, Kevin started on his life-long path of helping others. He spent years in the ministry and in the non-profit world. He traveled the country to raise money for projects in the developing world, helping people have clean water, medical clinics, schools, and enterprise loans to build businesses. Since 2004, Kevin and his team have helped hundreds of homeowners get mortgages, with a close rate 50% above the industry average. So why reverse mortgages? It’s all about helping people live the retirement lifestyle they deserve. Kevin says he’s met with so many seniors who are house-rich and cash-poor. They have no pension, they’re relying on Social Security, and many are working well past retirement age because they’re worried about their financial future. Kevin believes it’s his mission to inform and educate people, give them honest Reverse Mortgage In Denver answers and advice, and help them consider their options. On the home front, Kevin and his wife Sabrena have been married since 1988. They have five children and one grandchild. He’s proud of all of them, and he’s also proud that his customers like to tell him he treats them like family. Learn more: http://www.reversemortgagerevolution.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-kevin-guttman-reverse-mortgage-specialist
His new book “Unlock The Sales Game” has become an instant best-seller among business owners and entrepreneurs across the globe. Ari Galper is the world’s number-one authority on trust-based selling and has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews, and the Australian Financial Review. As trust becomes the most important currency in the new economy, the act of selling as a dehumanizing process with endless “chasing”, has been completely re-invented and anchored in the timeless values of integrity and trust – through Trust-Based Selling. In his best-selling book, “Unlock The Sales Game”, Ari describes his revolutionary sales approach based on getting to the truth and why having a mindset of focusing on deep trust, instead of “the sale” – is ironically, 10 times more profitable. Ari Galper has been on a mission for the last decade to change the world through trust, starting with the sales and business world. Learn more: http://www.unlockthegame.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-ari-galper-the-worlds-1-authority-on-trust-based-selling
Jessper Maquindang (pronounced MAWK-WIN-DANG) is the owner of FamiLEAD Management Consulting, which helps leaders and managers build stronger teams. With over 12 years of experience improving the effectiveness and productivity of many teams, including American Ring Travel and Junior Chamber International, he enjoys finding ways to inspire collaboration and camaraderie. Despite growing up with asthma, Jessper has become a 12-time marathon runner. Learn more: http://www.famileadconsulting.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-jessper-maquindang-owner-of-familead-management-consulting
Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan. It is Jonathan’s main focus to build his practice based off of honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him. Learn More: http://www.leonardfs.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-protected-income
Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan. It is Jonathan’s main focus to build his practice based on honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him. Learn More: http://www.leonardfs.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-market-risk
Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a change of career while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan. It is Jonathan’s main focus to build his practice based on honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him. Learn More: http://www.leonardfs.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-longevity-risk
