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 is also a YouTube Influencer in insurance sales with over 18,000 subscribers and more than 1.5 million total views.
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 and business development. He has led various organizations in their expansion of locations and increased their assets.
Previously, he founded Pioneer Bank in Austin. Under his leadership as the CEO and president, he managed to grow the banks’ assets to $1.2 billion and expanded to 22 locations across Texas. During this time, Pioneer Bank was ranked as one of the largest local banks headquartered in Austin by the Austin Business Journal.
In 2018, Jeff founded Keystone Bank with a successful capital raise of $20 million. He founded Keystone Bank with a maverick and entrepreneurial approach to local banking that ultimately allows for easily accessible financial resources to its community members. With its easy access to financial guidance, Jeff prides himself on being an active listener and problem solver to best tailor the bank’s services to every client.
Jeff holds a Bachelor of Science in accounting from the University of Central Missouri. He resides in Austin where he serves on multiple nonprofit organizations such as: the Austin Habitat for Humanity Finance Committee, the Board of Trails Property Owners’ Association and on the Advisory Board for Qualtik. For more information, please visit: https://www.keystone.bank/
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 knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.
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.money Twitter: MindfulMoney_Ed Facebook: @MindfulMoneyPlan Instagram: @MindfulMoneyPlan
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 could see how this could work for my own family.
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.
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 the industry and his commitmentto taking care of his customers.
If you want to connect with Mark Spinnato directly, you can reach out to him directly. He works with Bouvier Insurance in Waterford, and you can reach him at 860-859-9821×313 or 860-625-7702.
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 talk about the importance of banking locally, the value of being a member, and especially banking local is important in challenging times.
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.
