David Duford, The Official Guide to Selling Insurance – Interview #99
David Duford owns DavidDuford.com, a virtual insurance agency helping new and experienced agents nationally become top producers. He is the author of 3 best-selling insurance sales and marketing books, including “The Official Guide To Selling Insurance For New Agents”, “The Official Guide To Selling Final Expense Insurance,” and “Interviews With Top Producing Insurance Agents.” David […]
Jeff Wilkinson, Founder of Keystone Bank – Interview #94
Jeff Wilkinson is a longtime Austin entrepreneur, currently serving as the chairman and CEO of Keystone Bank. With his personal and unique human-centric approach to banking, Jeff leads Keystone Bank to focus on integrity, honesty and resilience. Jeff has over 28 years of experience in the financial and business industries with a focus on finance […]
Mark Willis, Not Your Average Financial Guy – Interview #91
Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he […]
Jonathan DeYoe, Mindful Money – Podcast Episode 81
Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money. Connect with Jonathan:Business Website/Blog: http://mindful.moneyTwitter: MindfulMoney_EdFacebook: @MindfulMoneyPlanInstagram: […]
Scott Schwarz, Never too Much Money – Podcast Episode 73
When I first met Scott Schwarz, he told me that he had a way for people to save money, collect interest on that money, then pay down their debts with that money while they continue collecting interest. I was skeptical, but by the end of the interview, I reached out to him so that I […]
Jefferson Nunn – Podcast Episode 46
Podcast: Play in new window | Download | Website Subscribe: Spotify | Apple Podcasts | iHeartRadio A fascinating conversation with crypto entrepreneur Jefferson Nunn. Jefferson is a entrepreneur, non-profit leader, software developer and more. I found him to be a kindred spirit, finding opportunities in all adversity and never accepting excuses. He said “The only way I stop is if I’m dead.” Jefferson’s LinksCheck out his […]
Mark Spinnato, Certified Insurance Consultant – Podcast Episode 37
Podcast: Play in new window | Download | Website Subscribe: Spotify | Apple Podcasts | iHeartRadio In this interview, we’ll be speaking with Mark Spinnato of Bouvier Insurance. Mark is a true insurance professional, holding the prestigious Certified Insurance Consultant credential. I was fortunate enough to meet Mark through the Mystic BNI chapter of which were are both members, and I’ve been impressed by his encyclopedic knowledge of […]
Podcast Episode 29 – Ray Currier, COO & EVP CorePlus Credit Union
Podcast: Play in new window | Download | Website Subscribe: Spotify | Apple Podcasts | iHeartRadio In 1936, 27 people came together in Norwich to pool their $15 in assets and form the Norwich Teachers Credit Union. Today, CorePlus has 27,000 members with 260 million dollars in assets. Today I’m speaking with Ray Currier, the Chief Operating Officer and Executive Vice President of CorePlus Credit Union. We’ll […]
Podcast Episode 26 – Pam Days-Luketich, Liberty Bank
Podcast: Play in new window | Download | Website Subscribe: Spotify | Apple Podcasts | iHeartRadio Pam Days-Luketich is the community development officer at Liberty Bank. Possibly the best job in the world, her job is to network in the community, connect people to resources, and connect bank programs to those who can benefit from them. Links:Liberty Bank – www.liberty-bank.comRotary – rotary.orgRotary Volunteer Corps Sign Up […]