Day: September 20, 2024

Paul Castner discusses how to choose Marketing Mentors for Financial Professionals to Choose Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-advice-for-financial-professionals-to-choose-marketing-mentors/ Paul Castner, president of C & K Healthcare Advisors, to discuss the importance of mentorship for insurance professionals. Paul shares his journey, highlighting his experiences in various roles, including management at local Pittsburgh country clubs and working in broker services at Aetna Healthcare. He emphasizes his passion for mentoring insurance professionals, not just for their personal gain, but to empower them to better serve their clients…

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Rexford Cattanach discusses working with CPAs on business succession  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession/ Rexford Cattanach, president of Keats Group, to discuss the essential role CPAs play in business succession planning. Rexford shares insights on how he collaborates with CPAs to enhance their services for business owner clients. He emphasizes the importance of their trust advisory relationship as beneficial to initiating succession planning discussions and business approaches from shared direct involvement to done-for-you specialized expertise. Rexford reflects on his early career experiences at Deloitte,…

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