Category: Business

Matt Cohen Of Synesis Advisors Gives Tips On Preparing For A Business Sale, Building A Team For The Sale, When To Walk Away & Even Things One Should Consider After A Sale

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In an invaluable session for entrepreneurs and business owners, Matt Cohen, the renowned strategist from Synesis Advisors, has distilled years of experience into essential advice on preparing for a business sale. Recognizing the complexities and emotional weight of selling a business, the guidance covers the full spectrum—from initial preparation to post-sale considerations—empowering owners with the […]

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Stephen Johnston, Founder of A Race Against Blindness, Discusses his Journey from Dad to Athlete on The Everyday Ironman Podcast

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Stephen Johnston, a full-time practicing physician, father, and founder of the nonprofit A Race Against Blindness recently appeared as a guest on the Everyday Ironman Podcast. He discussed his journey from being a self-proclaimed “non-athlete” to becoming an Ironman triathlete and using the sport as a symbolic message of resilience for his son, who is […]

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Father and Nonprofit Founder Stephen Johnston Shares His Inspiring Journey on the Simple + Intentional Podcast

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In a recent episode of the Simple + Intentional podcast, Stephen Johnston, a father, radiologist, nonprofit founder, and Ironman athlete, opened up about his remarkable story of resilience and purpose in the face of his son’s devastating diagnosis. When Stephen learned that his 10-year-old son Luke was going blind due to a rare genetic condition […]

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Dan Brooks, with Xexis Private Wealth, Interviewed Influential Entrepreneurs Podcast Discussing Things Advisors Don’t Explain That Could Negatively Impact Retirement

News RoomLeave a Comment on Dan Brooks, with Xexis Private Wealth, Interviewed Influential Entrepreneurs Podcast Discussing Things Advisors Don’t Explain That Could Negatively Impact Retirement

Dan Brooks discusses navigating the hidden risks in retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement/  Financial advisors may unintentionally neglect to fully explain certain aspects of retirement planning, not necessarily out of malice but due to a lack of expertise or restrictions from their firms. In a podcast episode, […]

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Bob Chitrathorn, CFO And Vice President With Simplified Wealth Management, Discusses Strategies To Employ To Help Clients Define Financial Priorities And Objectives

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To empower individuals with the tools they need to preserve their financial future, Bob Chitrathorn, a valued professional in personalized financial planning services, today announced a competitive approach designed to assist clients in defining their financial priorities and objectives with greater clarity and precision. With years of experience in navigating the complexities of the financial […]

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Meet the coach who help women reclaim their Mind, Heart, and Cookie®.

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Women who have been abused by their partners often lose their sense of self, but one coach has made it her mission to help them find themselves again.  Nilzara Rivera, who runs the business Coach Nilzara, is an Intimate Partner Violence Recovery Coach. She holds a space for women where they can learn who they […]

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Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing The Tax Implications of Large Retirement Accounts

News RoomLeave a Comment on Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing The Tax Implications of Large Retirement Accounts

Dan Brooks discusses unveiling the tax firestorm of large retirement accounts.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-tax-implications-of-large-retirement-accounts/  Tax planning for large retirement accounts is crucial, especially as assets grow to significant amounts, typically ranging from half a million to two million dollars. In a recent podcast episode, Dan Brooks emphasized […]

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Brad Hancock, Associate Broker with You 1st Realty, Interviewed on the Elite Real Estate Leaders Podcast

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Brad Hancock discusses the top qualities of a Realtor that a buyer or seller needs to consider when hiring an agent.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-brad-hancock-associate-broker-with-you-1st-realty/  In an evolving real estate market where buyer and seller needs are becoming increasingly complex, selecting the right Realtor is paramount to ensuring […]

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