• Influential Entrepreneurs with Mike Saunders, MBA

  • 著者： Mike Saunders MBA
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Influential Entrepreneurs with Mike Saunders, MBA

著者： Mike Saunders MBA
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  • Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
    Influential Entrepreneurs
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  • Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planners vs Traditional Wealth Management Firms

    Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planners vs Traditional Wealth Management Firms
    2024/09/18
    Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regional Manager for a major corporation, Jay decided to follow his passion for helping others and opened Summit Retirement Solutions. As the leader of his firm, he works each day to ensure his clients receive the guidance, support, and resources they need to retire with confidence and joy. That includes protecting nest eggs with tax-efficient strategies. Jay has a Bachelor’s Degree in Business Management from the University of Connecticut. Jay enjoys being outdoors, skiing, hiking, golfing, and spending time with his wife and three kids

    Learn More: https://summit-rs.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planners-vs-traditional-wealth-management-firms
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    23 分
  • Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Guaranteed Income

    Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Guaranteed Income
    2024/09/18
    Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work toward achieving them. He helps his clients understand the current financial, economic, and political climate to better position their assets to address their preservation, growth, income, or legacy needs. Jim is a graduate of the University of Florida. He lives in Chesterfield with his wife, Nina. Jim enjoys distance running, travel, and spending time with his family.

    Learn More: https://www.mybrb.financial/Wealth

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-guaranteed-income
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    23 分
  • Interview with Luke Harrison with Olin & Associates, Discussing Niche Markets

    Interview with Luke Harrison with Olin & Associates, Discussing Niche Markets
    2024/09/17
    Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.

    With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

    Learn more: https://olininsuranceadvisors.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-niche-markets
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    20 分

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Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
Influential Entrepreneurs
経済学
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