Author: News Room

San Diego, California – After 9 years of dedicated work, Elite Resource Team is thrilled to announce the official launch of the highly anticipated Team Based Model Certification. The unveiling took place during an exclusive presentation at the Elite Growth Academy, where industry experts, advisors, and CPAs in attendance hailed…

Shay Jenkins and Sarah Alberts discuss building a successful real estate team.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shay-jenkins-and-sarah-alberts-branch-manager-and-loan-officer-with-ss-mortgage-team/ Shay and Sarah, share a strong bond and have a fun energy that shines through in their work together. While they acknowledge that their work is work,…

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…

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…

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…