Month: November 2021

Jamie Bosse Author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future Interviewed on Influential Entrepreneurs Podcast

Phil Faris

Jamie Bosse discusses her approach to helping her clients create a successful financial future. Jamie is a Financial Planner, author, and mother of four.  She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.  Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals. Jamie has a passion for mentoring and financial literacy and is the author of the children’s book series, Milton the Money Savvy Pup.Money Boss Mom is…

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Susie Carder, Profit Coach, Releases New Business Assessments eBook to Create Clarity, Systems and Cultivate Consistent Results to Accelerate Scalable Growth.

Phil Faris

Growing a multimillion-dollar business can be challenging. What should be worked on now? What is the highest income-producing activity that only the entrepreneur should do?  Carder commented, “I am so confident that this tool will save you hours of work and frustration. I use it in my business every year! This tool will give you a roadmap to what to work on first!  Focus on what is most important NOW to enjoy the lifestyle you love!”  Run businesses with more ease to: Grow profits Design streamlined systems Expand businesses Create…

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Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Putting the Financial House in Order

Phil Faris

Tom Stefaniak discusses important retirement questions, including: 1) What is the most important service that you provide to your clients? 2) What is a Wealth Plan? 3) How often do you update the plan? The focus of this interview brought up compelling stories that Tom presented that made powerful teaching lessons that many people would not have considered. He comes alongside his clients to recommend strategies customized for their specific situations. Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order/ When it comes to Investing for your Best Interest Tom…

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