Category: Business

Heart Financial Group is thrilled to announce that Linda Jensen, Principal and Owner, has recently acquired the coveted Certified Exit Planning Advisor (CEPA) credential. This accomplishment further solidifies Linda’s sterling reputation in business advising.Linda Jensen, an embodiment of lifelong learning and entrepreneurship, has been self-employed her entire life. She began her illustrious career as a financial advisor in 1994 with Prudential Preferred Financial Services, where she served as an agency leader in Tacoma, Washington, for three years. Since founding Heart Financial Group in 1997, Linda has guided countless individuals and…

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Mason Carhartt discusses providing exceptional service in financial services.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-mason-carhart-financial-advisor/  Mason Carhart discusses the positive effects of treating others well and acting ethically in personal and professional relationships. He emphasizes that doing right by people can lead to favorable outcomes. For instance, when a person refers someone and they provide excellent service, it not only enhances their reputation but also strengthens their friendship. This positive experience creates a stark contrast with previous negative encounters, making it even more impactful. Mason…

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WBEC-West Welcomes Distinguished Leaders to its Board of Directors
Mesa, Arizona — WBEC-West is pleased to announce the appointment of 6 New Board Members to its esteemed Board of Directors:

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David Morse discusses consumer-centric real estate strategies for success.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-morse-ceo-of-keller-williams-arizona-realty/  The key to success in the real estate industry, as discussed in the episode, lies in building strong relationships and engaging with clients at a high level. David Morse emphasizes the importance of trust and professionalism, acknowledging that real estate may not always be seen as the most trustworthy profession in the eyes of consumers. Therefore, building trust with clients is crucial for creating a competitive advantage and differentiating oneself…

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Financial professional Bob Chitrathorn, the Co-Founder of Simplified Wealth Management is committed to making waves in the world of business and entrepreneurship as he shares his phenomenal journey and success story with aspiring entrepreneurs. Bob’s career path began in 2004 when he discovered his passion for personal finance, which later led him to co-create Simplified Wealth Management. His experience includes a stint at H&R Block and a keen interest in real estate. During his time at California State University, San Bernardino (CSUSB), he found his calling – empowering others to…

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In a world where financial decisions shape lives, everyone must understand the fundamentals of money management. To address this need, Bob Chitrathorn, a recognized voice in financial education, is launching a comprehensive financial literacy initiative aimed at empowering individuals to make informed financial decisions The mission is simple: to make the world a better place through financial literacy. Bob believes that every person, regardless of their background or circumstances, deserves the opportunity to achieve financial stability and independence. Through this initiative, he aims to provide the tools and resources necessary…

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Kim Magdalein discusses unique tax mitigating strategies for advisors to offer their clients. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-mitigate-taxes-in-retirement-for-their-clients/  Social Security Planners of America assists advisors in retirement tax mitigation for their clients by offering innovative strategies and tools. One effective approach is integrating Social Security into discussions about taxation, enabling clients to understand how to minimize taxes when taking income and resulting in significant savings. This not only benefits clients financially but also allows advisors to shift their focus from investment performance to tax…

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Heather Ingram discusses the importance of a reliable external team.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-heather-ingram-realtor-with-remax-professionals-the-real-estate-experts-team/  Heather Ingram delves into the significance of fostering a supportive and collaborative team environment in sales. She draws a parallel to the TV show American Ninja Warrior, where contestants cheer for and celebrate each other’s achievements. The central idea conveyed is that in sales, the focus should not be on outshining teammates, but rather on assisting and supporting one another. Furthermore, Heather Ingram extends the concept of teamwork beyond…

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Jim Britt, top peak performance expert, teams up with Kevin Harrington, from the hit TV show Shark Tank, for their powerful new release, Cracking the Rich Code, Vol. 11, offering unparalleled financial success insight. Britt and Harrington, along with 20 other successful top experts, share their stories and thought-provoking insights for those looking to soar their business to the top 5% in their category worldwide.

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