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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.

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Interview with David DeCelle President of Model FA – On a Mission to Serve Thousands of Financial Advisors Worldwide.

David is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals.Learn More: http://www.modelfa.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-decelle-president-of-model-fa-on-a-mission-to-serve-thousands-of-financial-advisors-worldwide

22mins

12 Nov 2021

Rank #1

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Interview with Goran Milic with Tesla Wealth Management Discussing Financial and Retirement Literacy Focused on Social Security

Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He’s an actuary by trade, and actuaries are creators of all types of insurance, annuities, pension funds, and other financial products.Goran was always passionate about crunching numbers and explaining math to his non-math friends and family. Throughout his schooling, he has discovered his special gift in his ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. In addition, he loves to tackle complex financial topics and break them down for a layperson to understand.While working for a large national firm years ago, Goran realized that a vast amount of the advice given to clients was not aligned with their best interests. So he joined TWM with the conviction that while every client’s situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for their team at TWM.As far as Goran’s education goes, he has a Bachelor’s degree in Actuarial Science from Roosevelt University. He’s also maintaining his Life and Health producer license and the CLTC designation, a certification for Long-Term Care insurance.When he doesn’t work, Goran loves to spend time with his wife and their two children, enjoying nature and an outdoorsy lifestyle.Learn More: https://teslawm.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-goran-milic-with-tesla-wealth-management-discussing-financial-and-retirement-literacy-focused-on-social-security

18mins

12 Nov 2021

Rank #2

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Interview with Natalie Grassi Financial Advisor Development Consultant at Simplicity Scottsdale

Natalie specializes in helping advisors overcome common challenges in their business and reach their goals more quickly.She is experienced in creating marketing plans for top producers and coaches on best practices for delivering seminars and effectively converting clients.Learn More: https://www.simplicityscottsdale.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-natalie-grassi-financial-advisor-development-consultant-at-simplicity-scottsdale

22mins

11 Nov 2021

Rank #3

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Interview with Greg Hiebert & Dennis O’Neil Partners at leadershipForward & Authors of the Bestselling Book “Changing Altitude”

Changing Altitude: How to Soar in Your New Leadership Rolehttps://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/Greg has over 39 years of practicing, studying, teaching and coaching leadership in the public and private sectors at all levels of leadership to include Boards. Following his deep passion for teaching and coaching leadership, Greg started his own consulting company “leadershipForward” in 2002 where he serves as Managing Partner today. The mission is to provide clients with results-focused leadership, education, and development solutions at the senior executive and operational leadership levels.Over the past 18 years at leadershipForward, Greg and his firm have provided executive and team coaching and development to thousands of executives and hundreds of companies in the private, public and non-profit sectors. Additionally, Greg has become a national speaker and expert on building resilience, greater agility and posttraumatic growth. In 2018 Greg released an Amazon Best Seller entitled, “You Can’t Give What You Don’t Have: Creating the 7 Habits that Make a Remarkable Life”.In 1981 upon graduation from the United States Military Academy, Greg served in a host of elite Army units to include two assignments with the 82nd Airborne Division where he served as an infantry unit commander and Battalion primary staff officer. Based upon his leadership academic performance, he was selected to teach leadership and organizational change at the United States Military Academy where he earned the highest educator ratings for teacher excellence and selected as the only non-tenured faculty member to teach the Academy’s graduate program on leadership and organizational change while serving as the Program Director for the Academy’s core leadership course.In 1993, McKinsey & Company, a global strategic consulting firm, recruited Greg to continue his focus on issues of leadership and organizational change in the private sector. BellSouth Telecommunications, a McKinsey Client, recruited Greg to form an internal strategic consulting and organizational transformation group. As a key operational and strategic executive, he led several large-scale organizational change initiatives to include the creation of a $4 billion Small Business unit that included 22 call centers and 2,200 employees serving 1.5 million customers.In 1998 Greg was recruited away by a start-up competitor to serve as Vice President of Operations where he led a team of network and software engineers that developed and delivered e-business and Internet integration solutions to clients.In 2000 Greg joined a global executive search firm, Egon Zehnder International, and provided human capital consulting services to clients consisting of senior executive search and assessment, succession planning, leadership development, and organizational effectiveness. In 3 years he conducted over 50 searches at the “C” level serving several Fortune 100 clients. He also implemented several large-scale senior executive assessment projects that provided client CEOs and their Boards with an in-depth assessment of their organization’s senior leadership supply.On a personal front, Greg’s father was a career Army Officer serving including being a Green Beret. Greg was the 2nd of 6 children and all served in the U.S. military. When one of his brothers retired in 2016 it marked the end of 117 years of his family’s active duty service to the United States. Greg has been married for 39 years to Claudia, a Pediatric Nurse. They have four children, three grandchildren and reside in Atlanta, Georgia.Dennis O’Neil:EXECUTIVE / LEADERSHIP CONSULTANTDr. Dennis O’Neil is a prominent thought leader, speaker and subject matter expert on executive coaching and leadership development. He has over 25 years of practical leadership experience at the highest levels of Fortune 500 Companies, the White House, the military, and academia as a full Professor of Strategic Leadership. He has been a trusted executive and advisor providing strategic and analytical guidance to public and non-profit boards, CEOs,senior government and military officials, and multi-national operations. An accomplished executive coach and leadership development expert, Dennis’ speaking and training methods inspire individuals and teams to deliver top-tier performances through one-on-one coaching and team engagements.He has over 25+ years practical leadership experience in public, private and academic sectors where he has been a trusted advisor providing strategic and analytical guidance to public company boards, CEO’s, and Pentagon Chiefs of Staff.Dennis earned his PhD in Psychology at Duke University, where his emphasis was on personality and character strength predictors of leadership effectiveness. He also was adjunct professor at Duke’s Corporate Education program; and served as Assistant Professor and led the Department of Behavioral Sciences and Leadership at the U.S. Military Academy, West Point, NY.Most recently, O’Neil served as an executive at Alcoa / Arconic Inc., a global leader in lightweight metals technology, engineering and manufacturing. Directly advising the Chairman and CEO, as well as Alcoa business and resource units, he provided strategic advice, guidance, coordination and oversight during the founding of Arconic.He joined Alcoa / Arconic from the Eisenhower School for National and Resource Strategy at the National Defense University, Washington, DC, where he was a Professor of Behavioral Sciences. He served as the Director of Strategic Leadership, Director of the Executive Assessment and Development Program, and Director of the Adaptive and Agile Leaders Networks concentration.Previously, O’Neil served in the White House for the National Security Division, Office of Management and Budget, Executive Office of the President overseeing more than $10 billion in discretionary outlays. He was also the Executive Director of the White House Performance Improvement Council responsible for implementing the President’s approach to improving interagency performance and accountability.As a career Army officer, O’Neil served in strategic roles directly supporting the highest levels of Pentagon leadership, including three Chiefs of Staff of the Army. Earlier, his career included experience as an armor officer and Army strategist including combat tours in both Afghanistan and Iraq. He was a faculty member at the U.S. Military Academy at West Point and the U.S. Army Command and General Staff College.Dennis holds a Ph.D. and M.A. in Psychology from Duke University and a B.S. in Management from the U.S. Military Academy at West Point. He resides with his family in the Washington, DC area.Learn More: https://leadershipforward.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-greg-hiebert-dennis-oneil-partners-at-leadershipforward-authors-of-the-bestselling-book-changing-altitude

22mins

10 Nov 2021

Rank #4

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Interview with Ryan Kugler Owner & President of Plan B Distribution

Ryan was born in Chicago, Illinois and moved to Los Angeles shortly thereafter. Right from the start, Ryan took a strong interest in film and everything surrounding the medium. At the age of 13, Ryan made his way onto several studio lots with the intent of soaking it all up. On one particular day, Ryan found himself at Paramount and stumbled onto the set of the hit TV show, Cheers. He soon met the entire cast. When asked by Ted Danson about his interest in TV and films, Ryan replied, “I want to be a Director.” It was then that Mr. Danson made him an offer too good to pass up.Ryan was to write and direct his own short-movie in which Mr. Danson and several other Cheers cast members would appear. Several months later, Ryan made good. He directed his first short film, “The Question,” right there on the Paramount Lot, starring none other than Ted Danson, Kirsty Alley, Woody Harrelson and George Wendt.Soon thereafter, Ryan began working for DVA, Inc. on his summer breaks, and when he completed his schooling, he relocated to Florida to work full-time in the sales division at DVA, Inc. After learning the ropes, he soon moved up to Buyer, and eventually followed that by getting promoted to VP of Purchasing. With his unique blend of creative intuition and operational strength, as well as his exceptional skills in sales, Ryan founded the Closeout Division of DVA, Inc., making DVA, Inc. the largest buyer of closeouts in the Entertainment industry — and selling to the largest retailers across the United States.In 1998, Ryan opened up offices in Los Angeles to specifically serve the Movie Studios, Music Labels, and Game Publishers. Since then, he has developed relationships with all of the major studios, labels and publishers, helping them with their inventory issues that arise as well as servicing over 350 retail accounts with 25,000 storefronts.With an account base of over 350 companies, including such retailers as Best Buy, Target, Sear/Kmart, Pep Boys, Staples and more, Ryan has built and grown the Division to 30+ employees, selling over 20 million units per year and generating $20+ million in annual sales.As a public face for the entertainment industry as well as the overstock world, Ryan routinely appears on both National TV and in print. He has appeared on the CBS Early Show, ABC 7 News in Los Angeles, and on the KTLA Prime Time News. Ryan has also been featured in Entrepreneur Magazine, the Washington Post, the Los Angeles Times, the Los Angeles Business Journal, Moviemaker Magazine and the New York Times.Ryan has continually lent his voice and vast knowledge of the entertainment industry to conferences and seminars as well as to students. Most recently, Ryan spoke to postgraduates at the Peter F. Drucker & Masotoshi Ito Graduate School of Management at Claremont Graduate University. He also spoke to current students at Art Center College of Design. In addition to speaking at seminars and conferences, Ryan also hosts film seminars which provide practical, real-world advice to filmmakers, actors, producers and anyone else who wants to succeed in the movie production and distribution industry. Ryan recently completed work co-authoring a book with best-selling author Eric Sherman, detailing the ins and outs of film distribution business.As ever, Ryan remains very busy with all of these endeavors, while also fulfilling his desire to help the community. He is the Executive Director of the Say No to Drugs Race for twelve years running, and serves on the Toluca Lake city council. When asked what he considers his greatest strength, Ryan responded with a few key principles, saying: “Be nice to everyone, always return phone calls, and stay in communication with everyone. Try your hardest to make anything happen.”Learn More: http://www.ryankugler.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ryan-kugler-owner-president-of-plan-b-distribution

17mins

10 Nov 2021

Rank #5

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Interview with Jamie Bosse Author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future

Jamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals.In 2020, Jamie was named to the Investment News 40 Under 40 list.Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.She holds a bachelor’s degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial PlannerTM certification in 2008. Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.Jamie is enjoying life’s crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS and are big fans of BBQ and the K-State Wildcats.Learn More:https://aspyrewealth.com https://www.moneybossmom.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future

20mins

9 Nov 2021

Rank #6

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Interview with Bryan Daly Founder of New Life Financial Alliance and Fee-Based Fiduciary Financial Planner

Bryan is originally from New Jersey and has lived in Florida since 1988.Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams.While working on Wall Street, he gained great respect for the power of the market, both positive and negative. Bryan is an Investment Adviser Representative An official distinction that sets him apart from many financial advisers is that he is a completely independent fiduciaryfinancial planner. A fiduciary is required to be completely objective when making financial, investment, and planning recommendations.Bryan works for his clients not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment. This allows him the freedom to make unbiased, prudent decisions and he MUST put his client's interests above all others. Bryan believes that everyone can have financial security and live a risk free, debt free, tax free, stressfree life with the right coach.Learn More: https://newlifefinancialalliance.com/ |https://www.linkedin.com/in/bryandaly | https://nlfadiscoverycall.com/Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss.Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client's portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner

24mins

5 Nov 2021

Rank #7

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Interview with Nick Stuller, Founder and CEO of My Perfect Financial Advisor

Nick is a 30 year veteran of financial services. Over the past 15 years Nick was the CEO and co-founder of the two largest advisor directory businesses, and in 2018 authored a book on how to find a financial advisor: “THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor” published by Post Hill Press and available in Barnes & Noble Stores as well as online retailers.Nick is one of the foremost authorities on financial advisors and is a respected and outspoken authority on the financial advisory universe. Prior, he was the founding CEO of the two largest financial advisor database companies in the U.S., Discovery Data and Meridian-IQ. He hired and led teams that built the most inclusive web-based directories, which include deep data and intelligence on the two million U.S. financial and insurance advisors. The nation’s largest advisory firms, mutual funds, and insurance carriers have relied upon his companies to understand the financial advisor community.In 1985, Stuller began his career at Shearson Lehman Hutton (now Morgan Stanley). When he left the firm as a financial advisor, he began a successful career selling to financial advisors at firms such as Waterhouse Securities (now TD Ameritrade) and National Regulatory Services (acquired by the Thomson Company). Stuller subsequently built sales teams to dramatically increase revenues at the various firms he worked for.Stuller is a widely respected expert on financial advisors and has been quoted extensively by the print and digital media, including The New York Times, Dow Jones, Reuters, and Yahoo, and interviewed by the broadcast media including NBC, CBS, PBS, and others.Learn More: https://myperfectfinancialadvisor.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-stuller-founder-and-ceo-of-my-perfect-financial-advisor

18mins

5 Nov 2021

Rank #8

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Interview with Dr. Virginia LeBlanc THE Pivot Maestro-Next Steps for Vets

Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot.She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you where you are and serving as a catalyst and bridge to take you where you were meant to be.Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.DocV is the international best-selling author of Love the Skin YOU’RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021Learn More: https://definingpaths.online/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dr-virginia-leblanc-the-pivot-maestro-next-steps-for-vets

20mins

5 Nov 2021

Rank #9

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Interview with Patty Kreamer Owner of Productivity Uncorked-Coach for Financial Advisors

As a productivity coach for financial advisors, Patty works with her clients to gain control of their life and time. She helps them to create the vision of what they want their life to look like and then make that vision a reality. Through her expertise and experience, her clients are able to develop personalized systems to get more done in less time while clearing the “brain clutter” that blocks their success.Patty is known for creating efficiency with work space, email, time, and attention. Through her work, Patty guides her clients to reconnect with what’s most important and go from saying things like “I am completely overwhelmed at work and never see my family” to “I’m finally in control of my days, I love my work again and I never miss my kids games or plays.”Patty is a Certified Professional Organizer and Productivity Coach. She is the co-author of the Amazon Best-Seller A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World and author of But I Might Need It Someday and The Power of Simplicity as well as co-author of Success Simplified with the late Stephen Covey. Patty was the Founding President of the National Association of Professional Organizers – Pittsburgh chapter and Past President of The National Speakers Association – Pittsburgh chapter. Patty was named Women’s Business Network’s Woman of the Year, one of Pennsylvania’s Best 50 Women in Business and a Pittsburgh Fastracker.As a nationally sought-after speaker, Patty is passionate, dynamic, and engaging. She is best known for her sense of humor, high energy, real-life success stories, and practical, useful information. Her edutainment style is a crowd-pleaser, often having her return time and time again.She has personally improved the productivity and organization of thousands of lives through her written words, coaching and speaking.As a kid, Patty would alphabetize her Halloween candy from Almond Joy to Zagnut in shoe boxes. This carried her on to successfully running a professional organizing firm for 15 years and now Productivity Uncorked. Before that, she was a teaching golf professional in the LPGA.Fast paced all her life, Patty loved anything that was on wheels…skateboards, her Big Wheel, roller skates, roller blades, scooters, bicycles, unicycles, motorcycles, mini-bikes, you name it. Today, you’ll find Patty outdoors on her riding mower, fishing in her kayak, cross country skiing, reading or taking in some fresh air on a long walk.Learn More: http://www.productivityuncorked.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-patty-kreamer-owner-of-productivity-uncorked-coach-for-financial-advisors

23mins

5 Nov 2021

Rank #10