Interview with Derek Notman Founder & CEO of Couplr
Derek is a CFP® with 20+ years in financial advice. He helps hundreds of families and business owners plan for retirement, weather life events, and stay invested through market cycles. In 2013, He tooks his practice fully virtual, an early bet that technology could make advice more accessible and human at the same time. Founded […]
Interview with Justin Woodbury founder of Beyond The IMO
Justin Woodbury is a financial advisor, podcaster, and speaker, but the titles he is most proud of are husband to his beautiful wife, Emily, and father to two amazing children, Jackson and Juliette. In 2016, Justin’s life drastically changed when, at just two years old, Jackson was diagnosed with severe autism. Through that incredible journey, […]
Interview with Alex Khassa Founder and CEO of Clients Blackbox
Alex Khassa is the founder and CEO of Clients Blackbox, a Meta Ads agency in Austin, Texas. The firm runs Meta ad campaigns for companies across financial services, from wealth management and private credit to fintech, lending, banking, and insurance. Its video first approach turns cold audiences into qualified customers. Clients range from emerging firms […]
Interview with Ben Green Co-Founder of Ready2Retire & Author of Retire Rich in the New Economy
A native of Columbia, SC, Ben is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has over […]
Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Retirement Income Blind Spot
WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach […]
Gabrielle Scout – Founder – Mark Stephen Pooler
Gabrielle Scout is an editor, strategist, and founder of Scout’s Agency, a leading podcast visibility firm that has booked nearly 6,000 interviews and executed over 400 Podcast Tours for founders, authors, and thought leaders. She pioneered the Podcast Tour model seven years ago, long before podcast guesting became mainstream PR. Client results include 150 high-ticket […]
Liz Goll Lerner – Communication Expert – Mark Stephen Pooler
Liz Goll Lerner is a distinguished communication expert, psychotherapist, life coach, author, speaker, and artist who leverages her deep credentials in psychology, communication, and energetics to guide individuals and organizations through major transformative stages. With multi-decade experience working across diverse industries and personal circumstances, Liz has developed a powerful platform that empowers people and businesses […]
Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Estate Planning Blind Spot
WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach […]
Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Tax Blind Spot
WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach […]
Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Investment Blind Spot
WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach […]
Interview with Steve Phillips Managing Partner of CCG CPAs
Steven Phillips, CPA, is a financial professional with a background in public accounting and extensive experience in tax planning, retirement strategies. He works with individuals, families, and business owners to develop coordinated financial strategies focused on tax efficiency, sustainable retirement income, and long-term wealth preservation. Steven is known for combining his accounting expertise with practical […]
Bradford W. Tilden – Sound Healer – Mark Stephen Pooler
Bradford W. Tilden is a best-selling author, composer, and master sound healer, as well as one of the leading Universal White Time Gemstone Healing Teachers in North America. As the founder of Crystal Music Healing, Bradford integrates music, sound, crystals, and advanced energy modalities to create transformative experiences that activate human potential and accelerate spiritual […]
Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Bond Replacements and Volatility Buffer
Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they […]
Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Achieving Financial Clarity and Peace of Mind
Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they […]
Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Reducing Unnecessary Risk in Financial Planning
Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they […]
Interview with Rob Rickard, VP Senior Advisor Development Consultant with Simplicity InsurMark Discussing- How to Scale Your Practice Without Losing Your Sanity
Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well […]
Interview with Rob Rickard, VP Senior Advisor Development Consultant with Simplicity InsurMark Discussing- How to Harness the Power of the Largest IMO
Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well […]
Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Navigating Income Planning
Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they […]
Interview with Rob Rickard, VP Senior Advisor Development Consultant with Simplicity InsurMark Discussing- Is It Time to Outgrow Your IMO?
Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well […]
Kristin Rosmorduc – Leadership – Mark Stephen Pooler
Human-Centered Leadership: How to Align Culture, Accelerate Growth, and Navigate Change | Kristin Rosmorduc Brilliance Business TV is thrilled to feature an elite masterclass conversation with the incredible Kristin Rosmorduc! Kristin Rosmorduc is a Strategic Growth Consultant specializing in high-impact leadership development, organizational alignment, and human-centered transformation. She partners with small and mid-sized businesses, as […]
Dr. Bruce H. Lipton – Cellular Biologist – Mark Stephen Pooler
Dr. Bruce H. Lipton is an internationally recognized cellular biologist, pioneer in epigenetics, and the world-renowned bestselling author of The Biology of Belief. A former senior research scientist at Stanford University’s School of Medicine, Dr. Lipton’s groundbreaking cloning experiments revealed the biochemical pathways by which the mind controls genetic activity, proving that genes do not […]
Interview with Michael Clementi, Advisor Development Consultant with Simplicity Group
Michael Clementi is an advisor development consultant at Simplicity Group. Over the course of his 8 years in the financial services industry he has built meaningful relationships with advisors across the country while supporting and growing their practices. Clementi offers immense support to the advisors he works with through his deep understanding of building effective […]
Interview with Mark Miller, President and CEO of Hilton Wealth
With nearly 40 years in tax and wealth management, Mark Miller helps business owners, executives, and high-net-worth individuals build, protect, and sustain their wealth. As a best-selling author, his book Hilton Wealth: How to Invest Like an American Dynasty reveals the investment and tax strategies used by Fortune 500 firms and the Hilton family. Featured […]
Interview with Chris Hudspeth Founder of Retriever Financial
Chris Hudspeth is on a mission to bring the Pension back! Author of The 21st Century Pension and host of the Money By Chris Podcast, Chris shows people how to roll their 401(k) into passive income for retirement with honesty, clarity, and zero financial jargon. Learn more: https://www.retrieverfinancial.com/
Episode 52: The Price Is the Price: Building Trust in a Low-Bid Industry
In remodeling and construction, the cheapest bid often gets the most attention—but it rarely tells the full story. In this episode, Jeremy sits down with Doug Riggs, Co-Owner and President of Creative Roofing Co. and founder of Riggs Home Builders, to talk about building trust in an industry where homeowners are skeptical, competitors are underbidding, […]
Interview with Kevin Nuber Financial Advisor Development Consultant with Simplicity
Kevin Nuber started with an IMO / FMO called LifePro Financial Services in 2004 where he worked for 20 years and helped the company build, scale, and ultimately capitalize the business. As a stock holder, he was able to experience the problems a business faces and what it was like to ultimately capitalize. Now Kevin […]
Championing Financial Literacy: Larissa Reid’s Mission for Community Impact
A rich narrative unfolds as Dr. Tamara Patzer engages with Larissa Reid, CEO of In the Black Business Services, in a profound exploration of resilience and entrepreneurship. Larissa’s journey, marked by the challenges of motherhood and the triumphs of business ownership, serves as a compelling case study in overcoming adversity. From her early days of […]
