Category: News Room

Kerry Morris discusses the importance of fiduciary standards in financial advisory. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-fiduciary-standards/ The episode delves into the concept of fiduciary standards and its implications for financial advisors. Fiduciary standards require advisors to prioritize their client’s best interests above their own in all aspects. This includes disclosing any conflicts of interest and acting in the client’s best interest. This standard has been in place for approximately 80 years. The episode also touches upon other standards, such as the suitability standard, which…

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Bob Chitrathorn discusses tips on claiming social security. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-discussing-social-security-claiming-options/ Social Security is an important retirement benefit that many people rely on as a major source of income during their golden years. However, with so many different options and rules surrounding Social Security, it can be confusing to navigate. Here are some helpful tips for claiming Social Security: Understand the Basics: The first step in claiming Social Security is to understand the basics. This includes knowing people’s full retirement age, which…

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Dan Brooks discusses the E.A.S.E planning process: simplifying the complexities of finance.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-e-a-s-e-planning-process/ In this episode, Dan Brooks shares a personal experience that motivated him to enter the financial services industry. He witnessed his father’s financial difficulties due to poor advice from a stockbroker, which not only resulted in financial loss but also impacted his health. This personal experience fueled Dan’s desire to prevent others from going through similar hardships and make a positive impact. Dan Brooks emphasizes his goal…

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Chandra Herman discusses insights into navigating the real estate market  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-chandra-herman-realtor-with-brightco-home-group/  The episode delves into the dynamic nature of the real estate market, highlighting how strategies that were effective in the past may not be applicable in the future. Chandra Herman emphasizes that what worked three to five years ago may not yield the same results in three to five months, underscoring the need for adaptability. Chandra concurs, acknowledging that markets can swiftly adjust and change. This implies that both…

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