Category: Finance

Deirdre Van Nest, Creator of the Crazy Good Talks® Blueprint, Interviewed on Influential Entrepreneurs Podcast About Helping Advisors Create a Memorable Message

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Deirdre Van Nest discusses her approach to helping financial professionals articulate their service offerings by making sure people “feel” their message. Listen to the interview on the Business Innovators Radio Networkhttps://businessinnovatorsradio.com/interview-with-deirdre-van-nest-creator-of-the-crazy-good-talks-blueprint-for-financial-professionals/  To thrive in today’s marketplace, Financial Advisors must learn how to capture attention and connect emotionally whenever and wherever they express themselves. Van Nest commented […]

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Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast About Leaving Money to Loved Ones.

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Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy as it relates to leaving money to loved ones. During the interview, Mac discusses considerations for people who may have a child with mental/physical disabilities and the various types of trusts that should be looked into. Hanna explained, “I do not […]

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Rick Mosley, President of Black Pearl Insurance Solutions, Interviewed on Influential Entrepreneurs Podcast About Using an Annuity to Grow a Lump Sum Cash Distribution

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Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management During the interview, Rick discusses how a fixed annuity can help accumulate tax-deferred earnings as part of an overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a […]

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Brandon Galici, CFP®, Founder of Galici Financial, Interviewed on Influential Entrepreneurs Podcast.

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Brandon Galici, CFP® discusses his financial planning approach to help his clients live a fulfilled life with his Maximize Life Today, Plan for Tomorrow roadmap. For entrepreneurs, real estate professionals, and pre retirees, Galici Financial partners together with clients to grow wealth by helping guide them through the nuances of tax and investment planning to […]

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Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast -Should an Annuity be Part of a Retirement Portfolio?

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Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Mac discusses how most Americans already own an annuity. When we pay into Social Security over our working lives, we receive a lifetime benefit. That is an annuity. An annuity is not an investment product but is a […]

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Randy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals, Interviewed on Podcast About Helping CPAs Benefit from Tax Credits and Incentives

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Randy Crabtree discusses how Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D […]

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Jamie Bosse Author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future Interviewed on Influential Entrepreneurs Podcast

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Jamie Bosse discusses her approach to helping her clients create a successful financial future. Jamie is a Financial Planner, author, and mother of four.  She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.  Jamie finds it extremely rewarding to see people organize their financial lives, maximize […]

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

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Tom Stefaniak discusses important retirement questions, including: 1) What is the most important service that you provide to your clients? 2) What is a Wealth Plan? 3) How often do you update the plan? The focus of this interview brought up compelling stories that Tom presented that made powerful teaching lessons that many people would […]

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Don Purcell CPA, Certified Kingdom Advisor and Founder of Clarity Business Coaching Interviewed on Influential Entrepreneurs Podcast.

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Don Purcell discusses his approach to helping his clients apply Biblical wisdom to issues faced by business owners to achieve predictable success–consistent results and growth.   Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching/  Purcell explained that ” As a small business coach, my vision is to guide clients toward good stewardship […]

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