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 is also a YouTube Influencer in insurance sales with over 18,000 subscribers and more than 1.5 million total views.

www.DavidDuford.com

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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 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/

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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 knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.

Recommended books:
Debt the First 5000 Years – David Graber

Check out Mark’s podcast:
Not Your Average Financial Podcast
bit.ly/learnboy

Podcast: Website
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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.money
Twitter: MindfulMoney_Ed
Facebook: @MindfulMoneyPlan
Instagram: @MindfulMoneyPlan

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Previous Episode: Gene DiNapoli, New York’s Mr. Entertainment – Podcast Episode 80

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 could see how this could work for my own family.

Take a listen and learn all about it.

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Previous Episode: Dan Mangena, Dream with Dan – Podcast Episode 72

Jefferson Nunn – Podcast Episode 46

Jefferson Nunn

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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 Links
Check out his blockchain podcast 1Confirmation.
Personal web site
Code Warriors
Biotoxin Foundation

Other Links
Solve.care
gitcoin.co

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Music Credit
Bits And Bytes by Claus Appel
Link: https://filmmusic.io/song/4688-bits-and-bytes
License: http://creativecommons.org/licenses/by/4.0/

Theme song produced by Patrick Howard of Four Unicorns Design


Previous Episode: David Haberfeld – Podcast Episode 45
Next Episode: Mike Merrill, Publicly Traded Person – Podcast Episode 47

Mark Spinnato, Certified Insurance Consultant – Podcast Episode 37

Mark Spinnato, Certified Insurance Consultant

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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.

Theme song produced by Patrick Howard of Four Unicorns Design
Woosh sound from Benjaminharveydesign
https://freesound.org/people/benjaminharveydesign/
Pullquote music: Perls by MusicParadise License

Thanks to Pat Helmers of Habanero Media for all his great advice in getting this podcast back up and running.

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Podcast Episode 29 – Ray Currier, COO & EVP CorePlus Credit Union

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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.

To contact the host, Michael Whitehouse, email michael@guywhoknowsaguy.com

Credits:
Theme song produced by Patrick Howard of Four Unicorns Design
Woosh sound from Benjaminharveydesign
https://freesound.org/people/benjaminharveydesign/
Pull quote music track from: https://www.bensound.com


Previous Episode: LJ Fusaro, Groton Town Police Chief

Podcast Episode 26 – Pam Days-Luketich, Liberty Bank

The Guy Who Knows A Guy Podcast, Pam Days Luketich, Liberty Bank

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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.com
Rotary – rotary.org
Rotary Volunteer Corps Sign Up – bit.ly/rotaryresponse

To contact the host, Michael Whitehouse, email michael@guywhoknowsaguy.com

Credits:
Theme song produced by Patrick Howard of Four Unicorns Design
Woosh sound from Benjaminharveydesign
https://freesound.org/people/benjaminharveydesign/
Pull quote music track from: https://www.bensound.com


Previous Episode: Wendy Updegrave, East Lyme Community Forum