Category: News

Shay Jenkins and Sarah Alberts, Branch Manager and Loan Officer with S&S Mortgage Team, Interviewed on the Elite Real Estate Leaders Podcast

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Shay Jenkins and Sarah Alberts discuss building a successful real estate team.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shay-jenkins-and-sarah-alberts-branch-manager-and-loan-officer-with-ss-mortgage-team/ Shay and Sarah, share a strong bond and have a fun energy that shines through in their work together. While they acknowledge that their work is work, they find joy in it […]

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Fred Cook MBA, Wealth Advisor and Partner w/CAVU Financial LLC, Interviewed on the Influential Entrepreneurs Podcast Discussing Portfolio Preservation

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Fred Cook discusses understanding portfolio preservation and risk management. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation/ Fred Cook, with experience in financial services, points out that investors often lack awareness of the risks within their portfolio, leading them to ask the wrong questions. This lack of awareness can have negative consequences […]

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Cory Roberson, Founder and CEO of FIN Compliance, Interviewed on the Influential Entrepreneurs Podcast

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Cory Roberson discusses the importance of using compliance software and consultants for investment firms.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance/ Investment firms face a constantly evolving regulatory landscape, with new laws and regulations introduced on a regular basis. These changes can be challenging to keep up with, especially for larger […]

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Jim Billington, Managing Director of Wealth Pilots, Interviewed on the Influential Entrepreneurs Podcast Discussing the Retirement FLIGHT Plan

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Jim Billington discusses navigating the flight plan: a guide to retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan/  The FLIGHT plan is an acronym for  Future, Lifetime Income, Growth, Hedging, and Taxes that Wealth Pilots incorporates into all their client’s retirement preservation planning process. Overall, retirement planning involves considering not only […]

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Tim Murray, Realtor and Coach with eXp Realty, Interviewed on the Elite Real Estate Leaders Podcast

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Tim Murray discusses the role of a realtor and coach in Real Estate.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-murray-realtor-and-coach-with-exp-realty/ Tim Murray emphasizes the significance of resilience in the real estate process. He highlights that hurdles and setbacks, such as changes in weather conditions during mountaineering or inspection issues in real […]

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Troy Thompson, Owner and Founder of Angel of Freedom Financial, Interviewed on the Influential Entrepreneurs Podcast

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Troy Thompson discusses how proactive planning and the virtual family office give financial planning clients the best experience.   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial/ For today’s family office, proactive planning is the cornerstone of financial success. Dealing with complex investments, taxes, and other operational demands can be a daunting task […]

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