Influential Entrepreneurs with Mike Saunders, MBA

Mike Saunders, MBA

Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.

  1. Interview with Tyson Ray Co-founder and CEO of FORM Wealth Advisors

    قبل يومين

    Interview with Tyson Ray Co-founder and CEO of FORM Wealth Advisors

    For over 25 years, Tyson Ray has sat in the same seat many entrepreneurs find themselves in today: running a successful business, serving clients at the highest level, and facing the question of what comes next. As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and guided clients through every kind of transition. He spent years focused on everyone else’s future until he realized his own succession plan wasn’t where it needed to be. That moment became the foundation for the SPACE Framework™ (See, Prepare, Act, Commit, Exit), which Tyson shares in his latest book Total Succession. Built for advisors who care deeply about their clients, their teams, and the legacy they leave behind, it offers a clear path to exit with confidence and full compensation. Tyson holds advanced credentials from the Yale School of Management and the Business Enterprise Institute, along with his CFP®, CIMA®, and CExP® designations. His work has earned national recognition, including: • Barron’s Top 1,200 Advisors (2021–2024) • Forbes Best-in-State Wealth Advisor (2018–2024) • AdvisorHub Top 150 Advisors to Watch Under $1B (2024) • Chairman’s Council Advisor (2005–2024) Beyond the business, Tyson is co-founder of Children’s World Impact, a nonprofit providing global humanitarian aid. His leadership there has been recognized with the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart. Learn more: http://totalsuccession.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-tyson-ray-co-founder-and-ceo-of-form-wealth-advisors

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  2. Interview with Christopher Volk Author of The Value Equation

    قبل ٥ أيام

    Interview with Christopher Volk Author of The Value Equation

    Chris is the rare threepeat CEO. He has taken three outperforming companies public on the New York Stock Exchange, two of which he personally conceived and co-founded. By the time he stepped down from the third of these companies in 2021, he and his team had built the company’s market value to just north of $10 billion and counted as their largest shareholder Warren Buffett’s Berkshire Hathaway. And when he stepped away, he didn’t step back. He leaned in, writing the first book on how companies create wealth called “The Value Equation: A Business Guide to Wealth Creation for Entrepreneurs, Leaders and Investors.” Most multimillionaires achieve their wealth through the ownership of equity in one or more businesses and Chris wanted to show how this happens and lay out the characteristics of the best businesses. And now, Chris is embarking on a video series to further spread the word. His first two videos dropped on his YouTube Channel in October and you can expect two a month over the next year. For sure, if you aspire to be a multimillionaire, you need to understand some business basics because that’s the best worn path to being in this club. And Chris’ aim is to make this club less exclusive. Learn more: http://www.christopherhvolk.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-christopher-volk-author-of-the-value-equation

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  3. Interview with Fred Moss Speaker | Consultant | Mental Health Coach

    ١٧ أكتوبر

    Interview with Fred Moss Speaker | Consultant | Mental Health Coach

    Dr. Fred Moss is a renowned mental health advocate, keynote speaker, and psychiatrist with a passion for helping people find their authentic selves. As the founder of the Welcome to Humanity movement and True Voice Mastermind, Dr. Fred’s work is centered on the power of communication to heal and connect people. He is the author of “Creative 8 – Healing Through Creativity and Self-Expression” and “Find Your True Voice!” and has written numerous articles for Psychology Today. Dr. Fred’s most recent work includes the “True Voice Course,” which helps people rediscover their voice and share their message with the world, and “Healing the Healer,” a virtual course and mastermind designed to support transitioning healers. Learn more: http://drfred360.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-fred-moss-speaker-consultant-mental-health-coach

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  4. Interview with Chris Dixon with Oxford Advisory Group Discussing Taxes & Estate Plans

    ١٤ أكتوبر

    Interview with Chris Dixon with Oxford Advisory Group Discussing Taxes & Estate Plans

    Chris Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax-efficient strategies for retirees and advanced tax planning. Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy. He is a Registered Financial Consultant focused on helping retirees develop tax-efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street. Christopher is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security. Christopher regularly trains other advisors from around the country on tax strategies for retirees. He is the co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is the co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq, and US News. Chris sits on the board of the Advent Health Foundation. Learn More: https://oxfordadvisorygroup.com/ This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans

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  5. Interview with Samuel J Dixon with Oxford Advisory Group Discussing RMDs & Retirement Plans

    ١٢ أكتوبر

    Interview with Samuel J Dixon with Oxford Advisory Group Discussing RMDs & Retirement Plans

    Samuel J. Dixon, RFC Co-Founder/ Managing Partner As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan. Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street. Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management. Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family. Learn More: https://oxfordadvisorygroup.com/ This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans

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  6. Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Building a Retirement Pl

    ٩ أكتوبر

    Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Building a Retirement Pl

    Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at GoldLine Financial. This expansive industry experience has allowed their team to provide sound advice to their clients during both bull and bear / recession markets. He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today. “As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.” Learn more: https://goldlinewealthmanagement.com/ Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-building-a-retirement-plan-you-can-depend-on

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  7. Interview with Mark Turner (AIF) on Tax Planning

    ٩ أكتوبر

    Interview with Mark Turner (AIF) on Tax Planning

    Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive. Working with top estate planning attorneys, Mark assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones. Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients. Mark attended California State University at Northridge with a major in business management and a minor in marketing. Learn more: https://www.wmsretirementsolutions.com/ Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906. IRS CIRCULAR 230 DISCLOSURE. To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-mark-turner-aif-on-tax-planning

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  8. Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Trust and Transparency i

    ٩ أكتوبر

    Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Trust and Transparency i

    Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at GoldLine Financial. This expansive industry experience has allowed their team to provide sound advice to their clients during both bull and bear / recession markets. He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today. “As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.” Learn more: https://goldlinewealthmanagement.com/ Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-trust-and-transparency-in-retirement-planning

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Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.

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  • صناع العمل
    Mike Saunders, MBA
  • سنوات النشاط
    ٢٠١٦ - ٢٠٢٥
  • الحلقات
    ١ ألف
  • التقييم
    ملائم
  • حقوق النشر
    © Influential Entrepreneurs
  • موقع البرنامج على الويب
    Influential Entrepreneurs with Mike Saunders, MBA