Category: News

James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing Succession & Legacy Planning

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James Lavorgna discusses building a sustainable future: succession planning and legacy strategies. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning/ Succession planning refers to the process of determining the future owner of a business after the current owner exits. This can involve transferring the business to a family member or selling it […]

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Ryan Quante, Founder of Care Income Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Serving Financial Advisors, Attorneys & Care Communities

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Ryan Quante discusses enhancing value for financial advisors, attorneys, and care communities.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-serving-financial-advisors-attorneys-care-communities/   Long-term care events can have a significant impact on a client’s assets and self-esteem. Financial advisors recognize the devastating effect a long-term care event can have on a client’s portfolio, ultimately affecting […]

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James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Mitigation Strategies for Business Owners

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James Lavorgna discusses tax mitigation strategies for entrepreneurs. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners/  Mike Saunders and James Lavorgna stress the importance of taking a comprehensive approach to tax planning and being proactive in implementing strategies. They clarify that tax mitigation strategies are not loopholes or illegal practices, but rather […]

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Alex Khassa, Founder of Clients Blackbox, Interviewed on the Influential Entrepreneurs Podcast

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Alex Khassa discusses how Clients Blackbox is revolutionizing financial advisor marketing. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-alex-khassa-founder-of-clients-blackbox/ The episode highlights the significance of adopting unique and innovative approaches to foster company growth. Alex Khassa points out that if everyone in the industry is using the same strategy or approach, it […]

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James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing His Virtual Family Office & Team-Based Model

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James Lavorgna discusses the benefits of a virtual family office. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-his-virtual-family-office-team-based-model/  In the episode, it is mentioned that James’ family office operates on a team-based model with five pillars of proficiency: advanced tax planning, risk mitigation, wealth management, legal services, and business advisory services. This […]

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Renee’ Kennedy, President of AAA Life Solutions, Interviewed on the Influential Entrepreneurs Podcast Discussing The “Black Swans” of Life

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Renee’ Kennedy discusses the art of adaptability: lessons from black swan events. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-the-black-swans-of-life/  The country is currently experiencing a sense of uncertainty and anticipation of a potential crisis. Renee’ Kennedy cites past events such as 9-11, the Fukushima nuclear accident, and the 2008 financial crisis […]

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Renowned Author and Healthcare Advocate, Dr. Julie Siemers, Embarks on a Mission to Save 10,000 Lives

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Roswell, GA – In a riveting episode of the “Amazing Authors” podcast hosted by Cliff Pelloni, best-selling author and healthcare expert, Dr. Julie Siemers , unveiled her ambitious mission to save 10,000 lives through improved patient safety measures. Featured on the podcast to discuss her best-selling book, ‘Surviving Your Hospital Stay: A Nurse Educator’s Guide […]

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