Category: Business

Renee’ Kennedy, President of AAA Life Solutions, Interviewed on Podcast Discussing Financial Forecast: Dark Storms Ahead then Bright and Clear

Phil Faris

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, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing Succession & Legacy Planning

Phil Faris

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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Coach to host webinar to help people transform their lives and achieve their goals

Phil Faris

A new webinar is set to help people who feel trapped by their day-to-day lives find their purpose so they can achieve their dreams. Lifestyle transformation coach Todd Baker helps people reach their goals and change their lives for the better through his business Project 9 Life. Now he is hoping to help even more people with a live webinar on Tuesday, February 13.  The Progress Webinar will start at 8pm Mountain Standard Time (MST) on Zoom and will cost just $6 to attend. The live session will cover the…

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Ryan Quante, Founder of Care Income Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Serving Financial Advisors, Attorneys & Care Communities

Phil Faris

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, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Mitigation Strategies for Business Owners

Phil Faris

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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Alex Khassa, Founder of Clients Blackbox, Interviewed on the Influential Entrepreneurs Podcast

Phil Faris

Alex Khassa discusses how Clients Blackbox is revolutionizing financial advisor marketing. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-alex-khassa-founder-of-clients-blackbox/ The episode highlights the significance of adopting unique and innovative approaches to foster company growth. Alex Khassa points out that if everyone in the industry is using the same strategy or approach, it becomes challenging to outperform them. Seminars are used as an example, initially successful due to their novelty, but as more companies started using them, their effectiveness declined. Therefore, the episode suggests that to stand out…

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James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing His Virtual Family Office & Team-Based Model

Phil Faris

James Lavorgna discusses the benefits of a virtual family office. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-his-virtual-family-office-team-based-model/  In the episode, it is mentioned that James’ family office operates on a team-based model with five pillars of proficiency: advanced tax planning, risk mitigation, wealth management, legal services, and business advisory services. This indicates that the family office recognizes the importance of coordination and communication among specialists in these different areas to provide a holistic approach to manage wealth and provide comprehensive services to clients effectively. The virtual…

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Renee’ Kennedy, President of AAA Life Solutions, Interviewed on the Influential Entrepreneurs Podcast Discussing The “Black Swans” of Life

Phil Faris

Renee’ Kennedy discusses the art of adaptability: lessons from black swan events. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-the-black-swans-of-life/  The country is currently experiencing a sense of uncertainty and anticipation of a potential crisis. Renee’ Kennedy cites past events such as 9-11, the Fukushima nuclear accident, and the 2008 financial crisis as examples of crises that have created this unease. People in the country are feeling “angst” or a sense that something is about to happen, but they are unsure of what exactly it will be.…

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New book guides entrepreneurs to follow their passion when starting a business

Phil Faris

When starting a small business, many people focus on finding a gap in the market and working out whether their idea has the potential to make money. But small business coach Maya Manseau says many entrepreneurs miss out the most important step when getting started – working out whether their plan will bring them the life they really want.   Maya’s new book Navigating the Small Business Path – 10 steps to doing what you love, earning your dream life explains the steps people need to take to create a thriving business…

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Grand Opening of iStand Bazaar, Inc. – A Historic Sherman Oaks Landmark Rejuvenated

Phil Faris

iStand Bazaar, revitalizing Sherman Oaks’ historic Newsstand, opened under the Maghami sisters’ vision of community service and entrepreneurial spirit. Offering diverse products and supporting local businesses, it aims to inspire future entrepreneurs. The grand opening, with raffles and product tours, showcased their commitment to quality, service, and community empowerment, heralding a new era for the iconic site.

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