Category: Business

David Smart, CEO of Smart Benefit Group, focuses on ensuring a lifetime income for retirement and about transitioning from an accumulation to a distribution mindset. Transitioning from an accumulation mindset to a distribution mindset is critical to retirement planning. One main challenge when transitioning to a distribution mindset is the reluctance to move funds from traditional investment accounts to more secure options. People may hesitate to make this shift due to concerns about missing out on potential growth opportunities. However, it is crucial to understand the importance of securing a…

Luke Harrison discusses Niche Markets Listen to the interview on the Business Innovators Radio Network: Interview with Luke Harrison with Olin & Associates, Discussing Niche Markets – Business Innovators Radio Network Luke Harrison from Olin and Associates to discuss the intriguing world of niche markets. Luke explains that niche markets are highly specialized segments that often go unnoticed due to their uniqueness or because they fill specific gaps in services, such as Medicare, life insurance, and health-related policies. The conversation highlights the importance of understanding these markets, as they can…

Paul Castner discusses how to choose Marketing Mentors for Financial Professionals to Choose Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-advice-for-financial-professionals-to-choose-marketing-mentors/ Paul Castner, president of C & K Healthcare Advisors, to discuss the importance of mentorship for insurance professionals. Paul shares his journey, highlighting his experiences in various roles, including management at local Pittsburgh country clubs and working in broker services at Aetna Healthcare. He emphasizes his passion for mentoring insurance professionals, not just for their personal gain, but to empower them to better serve their clients…

Rexford Cattanach discusses working with CPAs on business succession  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession/ Rexford Cattanach, president of Keats Group, to discuss the essential role CPAs play in business succession planning. Rexford shares insights on how he collaborates with CPAs to enhance their services for business owner clients. He emphasizes the importance of their trust advisory relationship as beneficial to initiating succession planning discussions and business approaches from shared direct involvement to done-for-you specialized expertise. Rexford reflects on his early career experiences at Deloitte,…

Arica Andreatta Discusses What advice can be given to someone who wants to buy or sell a home in rural Southern Colorado? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-arica-andreatta-owner-broker-code-of-the-west-real-estate/ Expert Advice for Prospective Home Buyers and Sellers in Rural Southern Colorado Rural Southern Colorado, known for its breathtaking landscapes and close-knit communities, presents unique opportunities and challenges for those considering buying or selling homes in the region. As the area’s real estate market continues to evolve, understanding the nuances of rural living and property transactions is…