Category: Business

Tim Tacl discusses building trust in the real estate industry.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-tacl-co-founder-sr-loan-officer-at-dnvr-lending/ In this episode, Tim emphasizes the significance of not simply being a “menu taker” when working with clients. Instead, he encourages listeners to fully engage and comprehend the needs of their clients. He acknowledges that everybody has experienced situations where they believe they are listening to someone, whether it’s a partner, friend, or client, but they consistently miss the mark with their feedback because they’re not truly listening. Tim…

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Renee’ Kennedy discusses retiree regrets Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-biggest-retiree-regrets/ The episode addresses the negative propaganda spread by investment firms, discouraging people from exploring certain financial solutions. Renee’ Kennedy suggests that these firms intentionally keep people unaware of options like tax-free retirement accounts and underwriting-free income accounts. Renee’ believes that if individuals truly understood how these accounts work, they would be excited to learn about them. However, due to the negative propaganda, many are missing out on potential benefits. Renee’ Kennedy encourages people to…

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Conor Bodaken discusses simplifying the home financing process. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-conor-bodaken-loan-officer-with-aslan-home-lending/ Conor Bodaken, a loan officer, begins by emphasizing the need to evaluate the bigger picture and make decisions based on the client’s specific circumstances. He highlights that during the financial crisis in 2008-2009, many decisions were made without this evaluation, resulting in negative consequences. Conor also shares his approach to client interactions, which starts by establishing the right mindset. He prioritizes understanding the client’s short-term and long-term goals, even if it…

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Renee’ Kennedy discusses overcoming financial challenges. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-financial-forecast-dark-storms-ahead-then-bright-and-clear/ One specific challenge discussed is the difficulty young people face in purchasing a house. Renee Kennedy explains that the real estate market operates on the principle of supply and demand, currently maintaining an equilibrium. She mentions her 30-year mortgage with a low-interest rate, recognizing that it may not be attainable for most people. This situation presents a significant hurdle for young individuals trying to afford housing and sheds light on the financial challenges…

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James Lavorgna discusses building a sustainable future: succession planning and legacy strategies. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning/ Succession planning refers to the process of determining the future owner of a business after the current owner exits. This can involve transferring the business to a family member or selling it to an outsider or group. It is crucial to establish governance and ideals to make sure that those of the future owners align with the culture and values of the business. Failing to do so…

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Ryan Quante discusses enhancing value for financial advisors, attorneys, and care communities.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-serving-financial-advisors-attorneys-care-communities/   Long-term care events can have a significant impact on a client’s assets and self-esteem. Financial advisors recognize the devastating effect a long-term care event can have on a client’s portfolio, ultimately affecting their bottom line. The expenses associated with long-term care can create significant holes in a client’s financial bucket, leading to a decrease in their assets. This can be particularly challenging for clients who may have…

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James Lavorgna discusses tax mitigation strategies for entrepreneurs. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners/  Mike Saunders and James Lavorgna stress the importance of taking a comprehensive approach to tax planning and being proactive in implementing strategies. They clarify that tax mitigation strategies are not loopholes or illegal practices, but rather leveraging the structure of the federal tax code. James Lavorgna explains that his planning process begins with a discovery and diagnostic meeting with the client to understand their personal and business objectives. He gathers high-level…

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