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Ginger started her professional career as a dentist where she developed systems and strategies to increase patient and client attraction to create business growth. From Ginger’s own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly bega…
 
There is much that is uncertain about the financial world, but at Strategic Tax & Insurance Services, Inc., that uncertainty is combatted by invaluable experience. With over 40 years of this experience as an advisor, John Duddy helps his clients create a coordinated plan to manage all of their wealth needs. John’s passion is people; and helping the…
 
Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connec…
 
Damari has a unique perspective on Money and Personal Finances. She holds a Master’s Degree in Accounting and Finance, has been a practicing tax accountant for over ten years and owns a firm, The Gold Standard Accounting & Tax Inc in Huntington Beach, CA. Damari is passionate about helping small business owners, more specifically women-owned busine…
 
R.T. grew up on a Christmas Tree Farm in Reading, PA. The farm was always the side-hustle for the family, but he learned to be an entrepreneur from his grandfather and his parents. After getting his degree in industrial engineering from Penn State University, he moved to Fort Collins for a job with Walmart Logistics. After a couple of years, his si…
 
Andrew is a media marketing and business development expert. ReminderMedia.com is a Philadelphia-based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies two years consecutively. His primary roles include Enterprise/Global and National Business Development. Previous to ReminderMedia, he Co-Foun…
 
Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris’s unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso Insurance recently wo…
 
In this interview, important retirement questions are covered including: 1. Do I have enough money to retire? 2. What are the biggest risks when creating a retirement plan? 3. Where are some of the biggest mistakes people make when creating a retirement plan? Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meet…
 
Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connec…
 
He has sat at the helm of two international brands and has supported thousands of entrepreneurs on their journey to self-employment. Tra holds a degree from the University of Georgia and is a graduate of the prestigious Franchise Management program at Georgetown University. He has been featured or quoted in numerous publications, including Forbes, …
 
Amanda is an award-winning content creator, keynote speaker, and business coach who specializes in helping business owners activate their persuasion prowess so they can make more money. Her clients go from hating sales and marketing to achieving 90% close rates and closing multiple five-figure deals. Her work has been featured in Forbes, Huffington…
 
After 30 years in the entrepreneurial arena, with 20 of them being in C-suite as a media, communications, and events entrepreneur, where I have predominantly worked with Fortune 500s, celebrities, thought leaders, and high achievers, I have come to realize that there are two, very simple characteristics that make for a great leader. Learn More: htt…
 
Nikki Rausch has the unique ability to transform the misunderstood process of “selling”. With 25+ years of experience selling to such prestigious organizations as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, Nikki shattered sales records in many industries, receiving multiple “top producer” awards along the way. Today, entreprene…
 
The book teaches how to Overcome Internal Sabotage and Digital Product Failure. Alignment is the one thing you’ll find at the heart of every successful relationship, team, and organization in the world. When developed and leveraged, alignment can create the foundation for unparalleled product success. Part One Focuses on what alignment is, and why …
 
Jeremy is the host of the Retirement Revealed blog and podcast. Jeremy loves helping people learn more about, and feel more confident about their money. After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie and the joy he ge…
 
Robert is also the founder of InvestorPO, Property List Manager, and USA Portfolio Real Estate. Robert is an innovator in the real estate investment industry who creates software, tools, and services that enable real estate investors to do things better and faster. He’s passionate about being part of the solution and finding answers to the problems…
 
Kevin’s clients include individuals and small, medium, and Fortune 500 companies. He’s an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn, and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events. Kevin is th…
 
Annissa Deshpande is a former HR executive of a Fortune 500 where she oversaw the successful hiring of 20k people in 150 countries annually and designed internal talent initiatives to achieve business results. While most HR programs are heavily focused on compliance, Annissa helps teams think bigger, align to business goals, and create great experi…
 
Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action. Tom star…
 
For over four decades, in roles from salesperson to Managing Director he helped a diverse range of businesses in Australia, Asia and Europe achieve their revenue and profit goals. Since leaving his corporate career, Wayne has spent over 15 years helping B2B organisations tackle their business growth challenges through the application of sound sales…
 
Atmos Planning is a financial consulting firm that works virtually with small business owners across the country. Prior to Atmos, Dan was an Army Captain, earned an MBA from Notre Dame, and worked as a financial planner. He’s also held multiple roles at Fortune 500 companies. In his free time, he enjoys all the hiking and breweries that Colorado Sp…
 
Under his 4 years as CEO, Structurely experienced 10x growth in conversations processed in the real estate industry and built a proprietary conversational AI application that 99.9% of consumers believed was human. Structurely also became a Housing Wire Real Estate Tech Top 100 company, and grew to a team of 26 employees. With over 3.5 million conve…
 
Brannon joined Simon Quick in April of 2019 and helped extend the firm’s reach into the Rocky Mountain region by establishing an office in Denver. He is responsible for new business development and works closely with his Client Advisory team to provide ongoing services to Simon Quick clients. Prior to joining Simon Quick, Brannon was director of cl…
 
Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive. Jeremie has started over 20 companies while living in Ok…
 
Anwar Rajan Sadeek is an American entrepreneur, adventure enthusiast, world traveler, real estate developer, investor, and now, author. Born in Paramaribo, Suriname on June 19, 1980 to Guyanese parents, then moved to Toronto, Canada at 8 months old. Establishing Canadian citizenship, Anwar’s family then immigrated to the United States of America in…
 
After taking over the entire investment department of a bank by the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite “professional” financial advising. After 3 years of traveling the country being mentored by the most successful financial minds, Caleb discovered a better way to build wealth. Leaving his prestigio…
 
Joe started his Financial career in 1988 with Metropolitan Life. He became a Financial Service Representative with Met in 1991. He then formed his own firm, JM Financial, Inc. in. 1995. He went on to Author a book related to his business called, “The Road to Financial Success,” published by AuthorHouse in 2005. He is a past member of the Million do…
 
His business mission is to create unexpected value for our clients by building high-trust relationships and delivering an outstanding financial planning experience. Prior to Keystone, Josh was a financial advisor with Addison Avenue, a credit-union based firm that provided wealth management and financial education services to workers at technology …
 
Patrick has a B.S. in accounting in 1977 and earned his JD from the University of Cincinnati in 1980. He enjoys working with entrepreneurs and has advised over 200 highly successful start-ups. His advice focuses on business value building, deal structuring and management, creative financing and tax and estate planning. Patrick is on the board of tw…
 
Hinman Financial Planning is a comprehensive, fee-only financial planning firm based in Erie, Colorado, and serving clients nationwide. With more than 25 years’ experience, her practice is focused on helping women and men navigate the financial and non-financial issues that accompany major life transitions such as inheritance, divorce, and retireme…
 
As one of the country’s top business, real estate and peak performance luminaries, Rod has built over 24 businesses in his 40 year business career several which have been worth tens of millions of dollars. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success.…
 
Kevin is a passionate husband and father. Like most Coloradans, he is energetic about the outdoors and loves hiking the front range, camping, and skiing. He could easily be found jeeping the backcountry or taking the kids to mountain rental for the weekend with his wife Susan. When at work, however, he oversees InSight’s business development effort…
 
Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors, LLC., Heritage Business Advisors and FinanciallySimple.com, is a nationally recognized financial educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience starting, buying, owning, and selling businesses. Justin is a four-time recipient of the In…
 
BizWings is a business automation company for small businesses looking to adopt technology to simplify their businesses so they can scale. Harry is a business attorney, former COO of a premier digital ad agency, and former pro-soccer player. His entrepreneurial mindset and competitive edge combined with his legal perspective protects long-term goal…
 
Before launching Springbuk, Rod founded and scaled a fee-based benefits consulting firm into one of the largest in the Midwest which was acquired by a publicly traded firm in 2010. In 2009, he launched the nationally recognized Healthiest Employers award program that has recognized over 8,000 employers at the top healthiest workplaces in their regi…
 
Dr. Fred DiDomenico began his professional life as a chiropractor in 1987. In 14 years, he had 4 very successful practices helping 1000’s of patients and families achieve optimal health. He expanded his purpose to coaching chiropractors reach their purpose with Elite Chiropractic Coaching. Through helping doctors, online videos and programs, he has…
 
Derek is a graduate of Colorado State University with a Bachelor’s degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania’s Wharton School of Business. He holds the following security licenses Series 7, 66 and 24 registrations a…
 
Ann has helped federal employees understand their benefits, explore options to potentially optimize the value of their benefits, plan for retirement and organize income planning and IRA distributions since 2002. Ann holds a Federal Benefits Made Simple designation from the International Association of Registered Financial Consultants as well as the…
 
I started my career as a CPA working for a large accounting firm and then worked for several years at a large life insurance and investment financial services company in the corporate mergers and acquisitions group. During this time, I had the desire to leverage the financial knowledge and experience I had to help individuals one-on-one with their …
 
Jim advises small business owners and high-earning executives on their personal wealth so that they can focus on their business goals. After witnessing the growing gap between clients’ and advisors’ interests, he designed and launched his firm, Saza Wealth Partners, in 2020 to align technology with relationships and deliver win-win results. Jim bri…
 
From his strong roots at Fortune 500 companies and on Wall Street to developing smaller, but powerful brands, Lucas has built a strong track record of successes that also includes many speaking engagements, podcasts, publications & his bestselling “Work From Home” course. Whether leading business and projects for his clients or mentoring his client…
 
Born with an entrepreneurial spirit Damion started his first business at age 11, has started 30 since, and is the published author of 5 books. He’s the founder of Yokido, a martial art that blends Aikido and Yoga and holds 3 other black belts. As a thought leader and bold executioner, his first rental house was purchased on Dec 31, 1999, using his …
 
David is a respected technology leader with a distinguished track record for delivering winning strategies to organizations on critical issues across the full transaction and innovation cycle, including targeting, due diligence, revenue growth, product differentiation, portfolio valuation, market analysis, and competitive barrier strategy. David ha…
 
Mark works with business owners who are frustrated by their inability to scale up and become more profitable. He helps them create their vision, and implement an operating platform that builds a healthy, thriving company He is a graduate of Northwestern University, Kellogg School of Management, and Willamette University College of Law Mark is both …
 
David’s agency helps new and experienced agents nationally become top producers. He is the author of 3 best-selling insurance sales and marketing books, including “The Official Guide To Selling Insurance For New Agents, “The Official Guide To Selling Final Expense Insurance,” and “Interviews With Top Producing Insurance Agents.” David is also a You…
 
We’ve helped over 700 people with a sincere interest in entrepreneurship and contribution, usually aged 26 to 40, to start profitable businesses, quit their jobs and travel the world. Our newer members utilize the business blueprints that we have collectively developed to establish reputable service businesses in 3 key online sectors – Marketing Se…
 
Alex is a sales and career-readiness expert based in New York City. A senior adviser at Mercer, a global HR consulting leader, he previously worked at Oracle, where he was the first person to be a sales manager and outside producer by the age of 25. He is the co-founder of Commence, a careers academy for college students, and the author of “100 Ski…
 
Carl has been working to provide clients with top-tier financial solutions since 1975. After graduating from college, Carl followed in his grandfather’s footsteps and entered the financial industry. Carl founded Wall Street Financial Group in 1988 and now has offices in Carlinville, Bloomington, and Marion, IL, as well as in Memphis, Tennessee. Car…
 
Dave Menz is a laundromat industry veteran and the owner of the Queen City Laundry Chain of Laundromats in Cincinnati Ohio, as well as HappyNest Laundry Pickup & Delivery. Dave’s inspirational journey from poverty to becoming a millionaire has inspired many entrepreneurs to try and overcome their own obstacles while building wealth. Dave is the aut…
 
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