Yoseph Assefa, Loan Officer with American Financing, Interviewed on the Elite Real Estate Leaders Podcast

Yoseph Assefa discusses navigating the mortgage industry.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-yoseph-assefa-loan-officer-with-american-financing/ Yoseph Assefa grew up in a family that prioritized advancement and security, even beyond their careers in education. This upbringing influenced Yoseph, leading him to pursue various entrepreneurial endeavors after college. Yoseph indicates his involvement in multiple industries, highlighting his background in entrepreneurship. During this episode, Yoseph Assefa emphasizes the significance of trust and relationships in the mortgage and real estate business. He mentions that all his previous connections were built on…

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Frank Tobin, Executive Chairman of GomSpace North America, Discusses Partnering for Faster and More Assured Mission Success on The Space Industry Podcast

Low Earth Orbit (LEO) is becoming an increasingly difficult place to do business. In his recent appearance on The Space Industry Podcast, Frank Tobin, Executive Chairman of GomSpace North America, shares his belief that the fastest path to a successful LEO satellite deployment in this competitive environment is through collaboration.

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Elite Resource Team Introduces the “Team Based Model Certification”

San Diego, California – After 9 years of dedicated work, Elite Resource Team is thrilled to announce the official launch of the highly anticipated Team Based Model Certification. The unveiling took place during an exclusive presentation at the Elite Growth Academy, where industry experts, advisors, and CPAs in attendance hailed it as nothing short of a game-changer. The Team Based Model Certification has been meticulously developed to address critical industry needs, ensuring the utmost integrity of the Team Based Model, while also recognizing and rewarding qualified professionals within the advisor…

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Shay Jenkins and Sarah Alberts, Branch Manager and Loan Officer with S&S Mortgage Team, Interviewed on the Elite Real Estate Leaders Podcast

Shay Jenkins and Sarah Alberts discuss building a successful real estate team.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shay-jenkins-and-sarah-alberts-branch-manager-and-loan-officer-with-ss-mortgage-team/ Shay and Sarah, share a strong bond and have a fun energy that shines through in their work together. While they acknowledge that their work is work, they find joy in it daily. To tap into their energy, interested individuals can learn more about their team and connect with them through their website, and social media platforms, or even reach out to them personally. Ultimately, their enjoyment…

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Fred Cook MBA, Wealth Advisor and Partner w/CAVU Financial LLC, Interviewed on the Influential Entrepreneurs Podcast Discussing Portfolio Preservation

Fred Cook discusses understanding portfolio preservation and risk management. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation/ Fred Cook, with experience in financial services, points out that investors often lack awareness of the risks within their portfolio, leading them to ask the wrong questions. This lack of awareness can have negative consequences for retirement planning. Fred emphasizes the importance of asking the right questions to understand the client’s retirement goals, plans, and aspirations. Advisors should act as coaches and ask the right questions to ensure clients are…

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Cory Roberson, Founder and CEO of FIN Compliance, Interviewed on the Influential Entrepreneurs Podcast

Cory Roberson discusses the importance of using compliance software and consultants for investment firms.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance/ Investment firms face a constantly evolving regulatory landscape, with new laws and regulations introduced on a regular basis. These changes can be challenging to keep up with, especially for larger firms with complex internal structures. Compliance software and consultants play a crucial role in helping these firms stay up-to-date and compliant. First and foremost, compliance software offers investment firms an efficient way to monitor their…

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Jim Billington, Managing Director of Wealth Pilots, Interviewed on the Influential Entrepreneurs Podcast Discussing the Retirement FLIGHT Plan

Jim Billington discusses navigating the flight plan: a guide to retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan/  The FLIGHT plan is an acronym for  Future, Lifetime Income, Growth, Hedging, and Taxes that Wealth Pilots incorporates into all their client’s retirement preservation planning process. Overall, retirement planning involves considering not only desired spending goals and required minimum distributions but also understanding how taxes and inflation affect your lifestyle. We want to have upside market growth potential to keep pace with inflation. However, in retirement, we shift…

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Troy Thompson, Owner and Founder of Angel of Freedom Financial, Interviewed on the Influential Entrepreneurs Podcast

Troy Thompson discusses how proactive planning and the virtual family office give financial planning clients the best experience.   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial/ For today’s family office, proactive planning is the cornerstone of financial success. Dealing with complex investments, taxes, and other operational demands can be a daunting task when ensuring that one’s assets are being managed properly. That’s where the Virtual Family Office (VFO) comes in. The VFO has revolutionized the way clients approach their finances by providing comprehensive, proactive planning services. The…

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