Subscribe: iTunes / Spotify Dr. Victoria Tillson Evans is the Harvard-educated founder of Distinctive College Consulting. Over the last decade, she has successfully guided hundreds of families from across the world through the often stressful college admissions process, taking a highly personalized approach that leverages her experience as a faculty member at Elon University, Middlebury College, and Harvard University. She is also an author of Stairway to College Heaven: The Most Readable College Guide on Earth, and has provided her expertise in several national media outlets, including The Atlantic, US News and World Report, and Fox News. To learn more about Dr.…
Author: Marguerita Cheng
Subscribe: iTunes / Spotify In this episode, Allison Youngblood with Bottomline Savings addresses the following: Allison Youngblood is a highly experienced consultant and advisor with over 20 years of leadership experience. Her expertise lies in assisting businesses and individuals in improving their profitability, expanding their revenues, and identifying resources for reinvestment. With her extensive background, she can offer valuable guidance and support to those seeking to improve their business or personal endeavors. Her dedication to becoming an expert on the Employee Retention Credit(ERC) shows her commitment to staying current with relevant developments in the business landscape. When not advising business owners on…
Subscribe: iTunes / Spotify In this episode, we discuss John’s personal & professional journey and the genesis for his business Connected Consultants, LLC. John also discusses the importance of understanding your business DNA because your best working style is being your authentic self John Morgan , Founder & Managing Partner of Connected Consultants, LLC. After 17 years as an Independent OSJ Advisor at JP Morgan Financial Partners, John realized his calling: Making connections. In his own words, he loves “connecting with amazing people, connecting them to other amazing people, and connecting them all to the tools and services they need to make their…
Subscribe: iTunes / Spotify In this episode, we discuss the importance of debt optimization and how Sora can help advisors and their clients secure better deals for existing and new home, auto and student loans. Debt optimization reduces stress and increases financial freedom. Rohit Agarwal lives in San Francisco with his wife, Candice, and two daughters, Anjali (4) and Anika (2). He is currently the co-founder and co-CEO of Sora Finance, a fintech company providing liability optimization as a service to financial advisors. Previously, Rohit was the Head of Kiva USA where he was responsible for all lending across the country to…
Subscribe: iTunes / Spotify In this episode, we discuss Cary’s dharma. She is passionate about providing women and families strategic financial planning guidance and wealth management support to help them live the lives they want. Cary will share details about her upcoming second book. ABOUT OUR GUEST: Cary Carbonaro. Cary is an award-winning Certified Financial Planner professional with over 25+ years of experience. She is a tireless advocate for women in the financial industry and is passionate about increasing financial literacy and empowering women to overcome any financial challenge they face. Before joining ACM Wealth, Ms. Carbonaro was Vice President, Head of…
Subscribe: iTunes / Spotify Enhancing company culture is becoming an ever-increasing higher priority while industries struggle to engage and retain staff. Now, more than ever, organizational leaders are looking to develop rapport and cohesion effectively with their teams…and fast. As in, yesterday. This topic will distill leadership and cultural ethics, the psychology of trust, and power dynamics in order to reconstruct an innovative, strategic approach that will generate by-in and build loyalty in an organization. CEO & Founder, Lead Trainer, Executive Coach, Keynote Speaker, and CEO/Founder of Executive Performance Institute for Coaching (E.P.I.C.), Jenna Dillon works with high-performing individuals and top-tier organizations,…
Subscribe: iTunes / Spotify Marsha Guerrier is a TEDx Speaker, 4x Bestselling Author, Founder and CEO of HerSuiteSpot®, a Certified MWBE and WBENC organization helping small businesses develop their business and marketing plans. Marsha has held a career in the Financial Service and Financial Technology industries spanning over 30 years working for Fortune 500 and startup firms, helping them increase revenue. Marsha is also the founder and Executive Director of the Yva Jourdan Foundation, a non-profit organization dedicated to strengthening the leadership, power, and voices of women and children through our educational programs. Marsha holds a Bachelors of Science in Business, Management…
Subscribe: iTunes / Spotify Tell us about an impactful experience that influenced your purposeful career. (highlight Fifty Cents Story and the power of seeking experiences, wins and failures) What are some of the frameworks you apply to life and career? (highlight two influential quotes and what I say to my kids everyday, “learn something, help someone, and have some fun!”) There’s a lot of talk about AI taking over financial services: what say you? (highlight my definition of AI as “Augmented Intelligence” for humans and cite a widow’s story that demonstrates financial services best done with relationships and the power of empathy!)…
Subscribe: iTunes / Spotify This is the first episode of Money Matters. I want to tell you about myself, this podcast and what you can expect from us. First, a little bit about me. I’m a Certified Financial Planner (CFP(R) pro) and investment adviser. I designed my firm — Blue Ocean Global Wealth — to take a more personal approach to financial planning & investment management. My goal is to always put you, as a person, first. I am passionate about education, it’s the foundation of everything I do from working with individuals and families on a financial plan to helping business…