Business Innovators Radio Business Innovators Radio Network
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- Business
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Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing the 5 D’s of Exit Planning
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More:
https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com
Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-5-ds-of-exit-planning -
Desiree Anderson – Author – Mark Stephen Pooler
Desiree Anderson is a Master Level Coach, Bestselling Author of “Your Voyage to Success” and keynote speaker. She helps elevate leaders, entrepreneurs and their teams to reach their full potential. Desiree draws on her international HR experience, her Reiki Master training and leading-edge coaching techniques in order to rapidly support her clients.
Her work has been featured in international publications such as NBC, ABC, Fox and Digital Journal.
Contact… Info@CrestCoachingAndHR.com
Source: https://businessinnovatorsradio.com/desiree-anderson-author-mark-stephen-pooler -
Interview with Linda Jensen Principal and Owner of Heart Financial Group Discussing Exit Planning Tax Mitigation
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling, and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More:
https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com
Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning-tax-mitigation -
Interview with Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Business Insurance
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020.
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.
Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.
Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-business-insurance -
Interview with Justin Hopkins Mortgage Loan Officer with Huntington Bank
At Huntington, we’re committed to doing the right thing for our customers. He has been a Mortgage Loan Officer since 2020 and has helped many individuals and families purchase and refinance their homes. He offers an array of conventional and government-backed loans including FHA, VA, and USDA. Huntington is also known for a variety of products that help with down payment assistance or reduced closing costs.
Justin is proud to serve the Denver communities.
Huntington helps put his homeownership goals within reach. You can count on them to be there, every step of the way.
Learn more:
https://linktr.ee/justin.hopkins | https://www.linkedin.com/in/justin-hopkins-75115b19b
Elite Real Estate Leaders Podcast
https://businessinnovatorsradio.com/elite-real-estate-leaders-podcast
Source: https://businessinnovatorsradio.com/interview-with-justin-hopkins-mortgage-loan-officer-with-huntington-bank -
Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing Exit Planning
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More:
https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com
Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning
Customer Reviews
Authentic and valuable!
This show brings so much value to business owners everywhere! The stories are genuine and the hosts make the guests feel extremely comfortable so that they share vulnerably. The preparation makes the conversation feel like the host and guests have been friends for years!
actionable and concise business tips
I really enjoy that the format of the episodes are in digestible pieces and that they are steps that you can implement right away. As a business owner building authority, liability, and trust is a foundation that is needed in order to attract and retain your clients. This is a must listen to podcast for business owners!
Love it!
Great, bit-sized, episodes. Hosts that don't talk over the guests. Such a huge cross-section of interviews. What's not to love?
Especially fond of the 7/20/16 interview with Brian Reynolds on the climate & sustainably business.