Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing Investments vs. Insurance for Wealth Accumulation, Interviewed on Influential Entrepreneurs Podcast

Judy Carlson discusses how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I had been in the financial services business for 30 years that I discovered this strategy – building wealth with cash…

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast

Todd Smith discusses his mission to impact and improve the financial lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is a family office? How can it improve an accountant’s business? How does it improve client service? Why is the…

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Sreedhar Donthula Broker/Owner REALTOR® with Metro Brokers Donthula Realty, Interviewed on The Colorado Real Estate Leaders Podcast

Sreedhar Donthula discusses his passion for Real Estate and homes. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-sreedhar-donthula-broker-owner-realtor-with-metro-brokers-donthula-realty/  Sreedhar explained: “The smile on my clients’ faces when they find a great home and at a great price is all I need to propel my engine of being…

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs Podcast

Todd Smith discusses his mission to impact and improve the Financial Lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What does a 21st Century accountant practice look like? What common challenges do accountants face? How can we help improve an…

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