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Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
Business Innovators Radio
Business Innovators Radio
14 OCT 2024 · James Cracknell
James possesses a wealth of experience across diverse industries. With a 30-year tenure in finance and capital markets, he has consistently led change initiatives, adopted new business models to match the customers’ needs and devised pioneering solutions to prevailing challenges. Since 2011, he has been actively investing in and nurturing businesses in Essex. He focuses on The Weave, a pioneering startup fostering an ecosystem business model to bolster the entrepreneurial community and arrest founder burnout. As a catalyst for innovation, James was instrumental in developing and delivering the iTeams challenge events for the University of Essex and has delivered and participated in multiple hackathons and sprints. He is an entrepreneur in residence, where he mentors students and facilitates workshops whilst supporting the startup team. Trained in utilising the Business Model Canvas, he holds an MSc in Systems Thinking with a specialisation in systemic innovation.
https://www.wearetheweave.co.uk/
Source: https://businessinnovatorsradio.com/james-cracknell-founder-mark-stephen-pooler
13 OCT 2024 · Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives.
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.
Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.
Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc
Learn More: https://www.investherfiduciarysolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning
10 OCT 2024 · Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it until he ventured out of the ghetto and went over to friends’ birthday parties. There he’d witness the luxuries of living the American dream and of the possibilities that lay ahead.
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.
In his mother’s words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.
Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.
In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.
When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.
In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.
He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.
If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.
Learn More: https://planwithbob.com/
Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC. and Simplified Wealth Management, Inc are separate entities from LPL Financial. Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or LPL.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-building-your-perfect-financial-house
9 OCT 2024 · Gina Schreck is an author, speaker, and owner of The Village Workspace. She is a wife and mother of 4, investor, and philanthropist. LinkedIn selected Gina as one of the top 24 B2B marketers to follow in 2021, and last year Fox News selected Gina as one of the top 4 Remarkable Women in Colorado.
Gina left her corporate job in 1995 and never looked back. At the age of 60 she says she is just getting started. Helping others take their dreams off the back burner and overcome the fear to go bigger is her mission today.
https://www.instagram.com/GinaSchreck
https://www.facebook.com/gina.schreck/
https://www.linkedin.com/in/ginaschreck/
https://thevillageworkspace.com/
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Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.
She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.
Judy’s mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.
Learn More: https://judycarlson.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.
The Inspired Impact Podcast
https://businessinnovatorsradio.com/the-inspired-impact-podcast/
Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-gina-schreck-author-speaker-and-owner-of-the-village-workspace
9 OCT 2024 · We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.
The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.
Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.
Learn more:http://triplett-westendorf.com/ | https://mypt5.com/
The 15 Minute Financial Feast Podcast
https://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/
Source: https://businessinnovatorsradio.com/episode-71-financial-planning-month-2024-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf
7 OCT 2024 · https://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge
William (Liam) Thurman II, fondly known as America’s Financial Coach, has revolutionized the field of financial consulting and coaching for over thirty years. His journey is marked by relentless achievement and unwavering dedication. As a top producer and the CEO of Legacy Consultants LLC, Liam has consistently driven success, establishing himself as a leading figure in the industry.
Liam’s expertise extends beyond the boardroom. As an international and national speaker, he has inspired countless individuals with his compelling insights and strategies. His literary contributions, including the renowned “Babe Ruth Bucket” series and “The Closer’s Edge,” a part of the Exception to the Rule Series, offer invaluable wisdom for financial planning and sales mastery.
In 1991, Liam founded the Making the Difference (MTD) Foundation, an international outreach program committed to making a positive impact in the lives of young people both in the United States and around the world. This foundation underscores his dedication to fostering change and supporting communities globally.
Despite retiring in 2016, Liam’s influence endures as he continues to coach and train over 7,500 financial agents weekly. His collaborations with top leaders in the coaching and speaking communities highlight his ongoing dedication to promoting growth, excellence, and resilience.
Liam’s personal life is as blessed and fulfilling as his professional one. Happily married to Angela Thurman, they share a blended family of nine children and sixteen grandchildren. Liam’s legacy is a testament to his dedication not only to his career but also to his family and community.
Now, Liam wants to share his blueprint for success with you. Through his books and coaching, you’ll gain education and motivational strategies that will elevate your professional and personal life. He will guide you to define your goals, develop a strong sense of purpose, and embrace the sacrifices necessary for continual excellence. With Liam by your side, you’ll discover the courage to achieve never-ending triumphs and make a lasting difference in the world.
Explore Liam’s books, courses and additional resources today and join him in making a difference in the world of finance and beyond. Connect with him through his website, social media profiles, or join his mailing list to stay updated on his latest insights and endeavors. Embrace the opportunity to learn from a true industry leader and be inspired by his journey and commitment to excellence.
Learn More: http://mastertheclosersedge.com/book
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge
7 OCT 2024 · Galia Yakimova is a Bulgarian-born entrepreneur with over two decades of outstanding work and recognition in the Holistic & Spa Industry in the UK.
Trained as a holistic therapist, life coach, and in healing meditation, Galia helps women heal their emotional wounds, reconnect with their inner selves, embrace self-love and confidence, reclaim their power, and live their lives with purpose to the fullest.
Creating a well-being society worldwide is her mission.
https://www.wellbeingsocietyuniversal.com
Source: https://businessinnovatorsradio.com/galia-yakimova-entrepreneur-mark-stephen-pooler
7 OCT 2024 · https://usconstructionzone.com/cel-videos/episode-29-the-power-of-impartial-feedback-with-greg-cummings/
In today’s information-saturated world, consumer reviews have become a crucial factor in purchasing decisions across industries. But how much can we truly trust these reviews? The power of unbiased, impartial feedback is undeniable – it provides consumers with transparent insights that cut through the noise of biased or incentivized opinions.
In this live show, we’ll hear from industry expert Greg Cummings, CEO of Power 100 as we explore the importance of unfiltered, objective reviews and how they can shape success and drive growth in your construction company.
Additionally, we’ll take a look at some of the key attributes that contribute to the success of CEOs in the construction industry. If you are an entrepreneur seeking to build a reputable brand, this live show will arm you with the insights needed to navigate the powerful world of unbiased reviews and effective leadership in the construction sector.
In The Zone
https://businessinnovatorsradio.com/in-the-zone/
Source: https://businessinnovatorsradio.com/episode-35-the-power-of-impartial-feedback-with-greg-cummings
4 OCT 2024 · Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing, and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan.
Learn More:
https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/
Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-never-running-out-of-money-in-retirement
3 OCT 2024 · Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income.
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.
She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate of Penn State University in Business.
She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation, and that devotion has carried with her to South Florida.
Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.
Learn more: https://www.rfsny.com/
Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-the-power-of-tax-free-income
Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
Information
| Author | Business Innovators Radio |
| Organization | Business Innovators Radio |
| Categories | Management , Education , Business |
| Website | businessinnovatorsradio.com |
| info@businessinnovatorsradio.com |
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