Month: June 2022

Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs Podcast

Phil Faris

Todd Smith discusses his mission to impact and improve the Financial Lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What does a 21st Century accountant practice look like? What common challenges do accountants face? How can we help improve an accountant’s business and life? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas/  Todd explained that: “With today’s hectic lifestyles, it’s tough to find the time, the interest, or expertise to navigate the myriad of financial trials you…

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Glen Campbell, Creator of the BSI Method for Personal Branding, Interviewed on Influential Entrepreneurs Podcast

Phil Faris

Glen Campbell discusses how he empowers people to become the ‘new breed’ of self aware leaders the world needs today. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-glen-campbell-creator-of-the-bsi-method-personal-branding/ Fifteen years ago, Glen created Brandheart and developed breakthrough personal and organizational brand identity discovery and realization methods. This work focused on three core programs Glen created: The BSI Method – where leaders discover their authentic higher vision, purpose, and a unique identity for higher self-realization. Performance Optimization – where leaders learn how to achieve the optimal performance state…

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Brian Dyer, Award-Winning Business Owner and Author of The Business Beast, Interviewed on Influential Entrepreneurs Podcast

Phil Faris

Brian Dyer discusses how he currently operates multiple multi-million-dollar award-winning businesses and helps his clients evolve the ideas they have for their company through his business coaching services. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-brian-dyer-award-winning-business-owner-and-author-of-the-business-beast/ Brian explained that: “Our team of CEOs and CFOs have lived in the trenches of managing a business to success and through the challenges you are likely facing today. With CEO and CFO consulting, you benefit from providing your small or medium-sized business with the expertise of a qualified CEO or…

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Paul Fokken with 401(k) Maneuver Discussing How to Give Employees the Private, Independent 401(k) Advice They Want, Need & Deserve

Phil Faris

Paul Fokken discusses how employers have a choice to offer Personalized Professional Account Management (PPAM) to all employees with 401(k) Maneuver.  The goal of 401(k) maneuver is to: improve account Performance over time, manage downside risk to minimize losses, decrease fees that harm account performance and avoid default funds with personalized professional advice. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-fokken-with-401k-maneuver-discussing-how-to-give-employees-the-private-independent-401k-advice-they-want-need-deserve/  Questions covered in this interview include: What are managed 401(k) Accounts and specifically what is Personalized Professional Account Management (PPAM)? Why should a business consider offering…

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Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing How She Protects Families Financially, Interviewed on Influential Entrepreneurs Podcast

Phil Faris

Judy Carlson discusses why there is so much chaos and confusion today surrounding retirement. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially/  Judy explained, “Now more than ever, we realize the devastating impact taxes and market volatility are having on our retirement income and lifetime financial plans. There is a retirement crisis raging in America today. Our goal is to help you financially prepare to weather the crisis and rise above it. You can soar through your retirement years without stress or worries about money. Financial planning starts…

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