UK firm Wheeler and Lai Chartered Surveyors are celebrating their fifth anniversary this month. In a male-dominated surveying industry, the company’s two female founders are “proud” to have reached the milestone.
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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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Discover the program that has created more socially responsible millionaires/entrepreneurs than ANY other single event in existence today… Making the world work for 100% of humanity! Creating Win-Win-Win opportunities and relationships.
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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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The Agents Lounge Podcast, a leading platform for real estate professionals, is excited to announce its latest episode featuring a special guest, Eddie Solis.
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Discover Your Potential offers guests a chance to be interviewed and potential sponsors to be a part of the show. The show features interviews that spark change. The results are measured by “The Ripple Effects of Conversations That Matter.”
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The Agents Lounge podcast is thrilled to announce the latest episode featuring real estate professional Thomas Fentress.
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The highly popular Agents Lounge Podcast is back with another exciting episode, this time featuring special guest Brad Graves, a seasoned real estate agent from Coldwell Banker.
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Beyond Reach Books is thrilled to announce the signing of a publishing contract with Susan Wade for her upcoming title “Distinctions of Imperfections: An Essential Guide to Discovering Your Most Healthy, Beautiful & Natural Skin, From The Inside Out.”
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