Influential Entrepreneurs with Mike Saunders, MBA

Mike Saunders, MBA
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Influential Entrepreneurs with Mike Saunders, MBA

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

  1. Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Building Wealth That Lasts

    HÁ 8 H

    Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Building Wealth That Lasts

    Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives. As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE. Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar. Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc Learn More: https://www.investherfiduciarysolutions.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-building-wealth-that-lasts

    21min
  2. Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Selecting the Right Financial Planner

    HÁ 5 DIAS

    Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Selecting the Right Financial Planner

    Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives. As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE. Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar. Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc Learn More: https://www.investherfiduciarysolutions.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-selecting-the-right-financial-planner

    23min
  3. Interview with Gail Kulas CEO of Leading to Unlock & Author of Your Life on a Sticky Note

    HÁ 5 DIAS

    Interview with Gail Kulas CEO of Leading to Unlock & Author of Your Life on a Sticky Note

    Gail R. Kulas, self-described as an “itchy sweater” – helping people become more comfortable being uncomfortable – is a dynamic force in the world of business strategy, education, and personal development. As the founder of Leading to Unlock, LLC, Gail has dedicated her career to unlocking the potential within individuals and organizations, delivering over $75 million in project benefits to date. With an impressive academic background, Gail holds a Bachelor of Science in Executive Management, a Master of Science in Communication & Information Management, and an MBA in Entrepreneurship & Innovative Practices. Her expertise is further bolstered by an array of certifications, including Six Sigma Black Belt, ISO 9000 Lead Assessor & Auditor, Change Manager, Coach, and LEGO® SERIOUS PLAY® facilitator. Gail’s professional journey spans diverse industries, including retail, financial services, aerospace, and manufacturing. Her experience at The LEGO Group as a Senior Manager of Business Excellence and Continuous Improvement Consultant showcases her ability to drive strategic initiatives and foster organizational growth. Her innovative approach, integrating “play” into business through the LEGO® SERIOUS PLAY® methodology, has resulted in better solutions and buy-in at all levels of organizations. Currently, Gail serves as an Assistant Professor of Business at CT State College-Northwestern, where she educates students in Strategic Management, Human Resource Best Practices, Entrepreneurship, Communication, Change Management, Critical Thinking, and Problem-Solving. In her consulting workshops, she playfully introduces herself as the CFO – Chief Fun Officer – reflecting her belief that learning and growth should be engaging and enjoyable. Gail’s contributions have not gone unnoticed. She has received numerous accolades, including the VIP Woman of the Year by the National Association of Professional Women, the Pinnacle Professional Award by the Continental Who’s Who Organization, and the Bay Path University Young Alum Leadership Award. Beyond her professional accomplishments, Gail is passionate about empowering others. She previously led the Women’s Employee Resource Group at ING (now Voya) and continues to be an advocate for women in business. Despite her extensive experience and accolades, Gail remains approachable and down-to-earth. An introvert at heart, she understands the importance of balancing public engagements with quiet reflection time. This self-awareness informs her teaching and consulting approach, allowing her to connect with people where they are and create a comfortable space for growth and learning. Gail’s toolbox is “vast and wide,” filled with strategies and techniques she’s eager to share. She believes in the power of unlocking potential from within and sees herself not as a salesperson but as a guide ready to help those who seek her expertise. Learn More: https://leadingtounlock.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-gail-kulas-ceo-of-leading-to-unlock-author-of-your-life-on-a-sticky-note

    21min
  4. Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Demystifying Financial Planning

    13 DE OUT.

    Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Demystifying Financial Planning

    Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives. As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE. Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar. Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc Learn More: https://www.investherfiduciarysolutions.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning

    21min
  5. Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management- Building Your Perfect Financial House

    10 DE OUT.

    Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management- Building Your Perfect Financial House

    Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it until he ventured out of the ghetto and went over to friends’ birthday parties. There he’d witness the luxuries of living the American dream and of the possibilities that lay ahead. To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life. In his mother’s words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college. Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society. In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor. When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors. In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients. He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football. If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights. Learn More: https://planwithbob.com/ Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner...

    31min
  6. Interview with Liam Thurman, Author of The Closer’s Edge

    7 DE OUT.

    Interview with Liam Thurman, Author of The Closer’s Edge

    https://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge William (Liam) Thurman II, fondly known as America’s Financial Coach, has revolutionized the field of financial consulting and coaching for over thirty years. His journey is marked by relentless achievement and unwavering dedication. As a top producer and the CEO of Legacy Consultants LLC, Liam has consistently driven success, establishing himself as a leading figure in the industry. Liam’s expertise extends beyond the boardroom. As an international and national speaker, he has inspired countless individuals with his compelling insights and strategies. His literary contributions, including the renowned “Babe Ruth Bucket” series and “The Closer’s Edge,” a part of the Exception to the Rule Series, offer invaluable wisdom for financial planning and sales mastery. In 1991, Liam founded the Making the Difference (MTD) Foundation, an international outreach program committed to making a positive impact in the lives of young people both in the United States and around the world. This foundation underscores his dedication to fostering change and supporting communities globally. Despite retiring in 2016, Liam’s influence endures as he continues to coach and train over 7,500 financial agents weekly. His collaborations with top leaders in the coaching and speaking communities highlight his ongoing dedication to promoting growth, excellence, and resilience. Liam’s personal life is as blessed and fulfilling as his professional one. Happily married to Angela Thurman, they share a blended family of nine children and sixteen grandchildren. Liam’s legacy is a testament to his dedication not only to his career but also to his family and community. Now, Liam wants to share his blueprint for success with you. Through his books and coaching, you’ll gain education and motivational strategies that will elevate your professional and personal life. He will guide you to define your goals, develop a strong sense of purpose, and embrace the sacrifices necessary for continual excellence. With Liam by your side, you’ll discover the courage to achieve never-ending triumphs and make a lasting difference in the world. Explore Liam’s books, courses and additional resources today and join him in making a difference in the world of finance and beyond. Connect with him through his website, social media profiles, or join his mailing list to stay updated on his latest insights and endeavors. Embrace the opportunity to learn from a true industry leader and be inspired by his journey and commitment to excellence. Learn More: http://mastertheclosersedge.com/book Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge

    23min
  7. Interview w/Cameron Bryant Founder of Found Revenue Solutions & Retirement Specialist at Federal Employee Advocates-Never Running Out of M

    4 DE OUT.

    Interview w/Cameron Bryant Founder of Found Revenue Solutions & Retirement Specialist at Federal Employee Advocates-Never Running Out of M

    Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing, and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan. Learn More: https://federalemployeeadvocates.com/Cameron/ https://www.linkedin.com/in/cameron-bryant-48b51014/ Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-never-running-out-of-money-in-retirement

    19min
  8. Interview w/ Michelle Boyce, RICP, VP w/ Rosenzweig Financial Services Discussing The Power of Tax-Free Income

    3 DE OUT.

    Interview w/ Michelle Boyce, RICP, VP w/ Rosenzweig Financial Services Discussing The Power of Tax-Free Income

    Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income. She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS. She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate of Penn State University in Business. She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation, and that devotion has carried with her to South Florida. Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace. Learn more: https://www.rfsny.com/ Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances. Retirement Income Authority is not affiliated with HTK Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-the-power-of-tax-free-income

    20min
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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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