Author: News Room

Fred Cook MBA, Wealth Advisor and Partner w/CAVU Financial LLC, Interviewed on the Influential Entrepreneurs Podcast Discussing Portfolio Preservation

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Fred Cook discusses understanding portfolio preservation and risk management. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation/ Fred Cook, with experience in financial services, points out that investors often lack awareness of the risks within their portfolio, leading them to ask the wrong questions. This lack of awareness can have negative consequences for retirement planning. Fred emphasizes the importance of asking the right questions to understand the client’s retirement goals, plans, and aspirations. Advisors should act as coaches and ask the right questions to ensure clients are…

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Cory Roberson, Founder and CEO of FIN Compliance, Interviewed on the Influential Entrepreneurs Podcast

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Cory Roberson discusses the importance of using compliance software and consultants for investment firms.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance/ Investment firms face a constantly evolving regulatory landscape, with new laws and regulations introduced on a regular basis. These changes can be challenging to keep up with, especially for larger firms with complex internal structures. Compliance software and consultants play a crucial role in helping these firms stay up-to-date and compliant. First and foremost, compliance software offers investment firms an efficient way to monitor their…

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Leadership Expert Dr. Ian Buchanan to Launch Masterclass on the KING Leadership Framework

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Dr. Ian Buchanan, founder and CEO of Nia Education Group, launches a four-part KING Leadership Masterclass centered around the themes of his recent book, KING: A Four-Part Leadership Framework for Black Men. The KING Leadership Masterclass has two separate cohorts beginning on October 17th (Tuesday) and October 28th (Saturday), respectively.

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Jim Billington, Managing Director of Wealth Pilots, Interviewed on the Influential Entrepreneurs Podcast Discussing the Retirement FLIGHT Plan

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Jim Billington discusses navigating the flight plan: a guide to retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan/  The FLIGHT plan is an acronym for  Future, Lifetime Income, Growth, Hedging, and Taxes that Wealth Pilots incorporates into all their client’s retirement preservation planning process. Overall, retirement planning involves considering not only desired spending goals and required minimum distributions but also understanding how taxes and inflation affect your lifestyle. We want to have upside market growth potential to keep pace with inflation. However, in retirement, we shift…

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Tim Murray, Realtor and Coach with eXp Realty, Interviewed on the Elite Real Estate Leaders Podcast

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Tim Murray discusses the role of a realtor and coach in Real Estate.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-murray-realtor-and-coach-with-exp-realty/ Tim Murray emphasizes the significance of resilience in the real estate process. He highlights that hurdles and setbacks, such as changes in weather conditions during mountaineering or inspection issues in real estate, can arise. However, he stresses the need to acknowledge these problems and take a step back to recognize that despite the hiccups, the overall process is still moving forward. Tim Murray emphasizes the importance…

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Troy Thompson, Owner and Founder of Angel of Freedom Financial, Interviewed on the Influential Entrepreneurs Podcast

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Troy Thompson discusses how proactive planning and the virtual family office give financial planning clients the best experience.   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial/ For today’s family office, proactive planning is the cornerstone of financial success. Dealing with complex investments, taxes, and other operational demands can be a daunting task when ensuring that one’s assets are being managed properly. That’s where the Virtual Family Office (VFO) comes in. The VFO has revolutionized the way clients approach their finances by providing comprehensive, proactive planning services. The…

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