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Season 2 Episode 20 - The ABCs of Elder Care for Financial Professionals ft. Annalee Kruger
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 2 Episode 20 - The ABCs of Elder Care for Financial Professionals ft. Annalee Kruger

Annalee Kruger has devoted her entire career to seniors and their families. It all started by helping care for her grandparents when she was young. Then she was an Activities Assistant in an assisted living community while she earned her degree in Social Work. Then as a Social Worker and Executive Director in (CCRC’s) Continuing Care Retirement Communities. During your 25+ year career, you've grown to understand the impact medical crisis has on family relationships which led you to start your own company, Care Right Inc., in 2011 which provides concierge services to families with aging loved ones and where you help families across the globe develop their Aging Plan. She also is putting the finishing touches on your first book, The Invisible Patient: the Family Caregiver.

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Season 2 Episode 19 -So You Want to Get Into Financial Planning...Here's What You Need to Know! ft. Nancy Langdon Jones
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 2 Episode 19 -So You Want to Get Into Financial Planning...Here's What You Need to Know! ft. Nancy Langdon Jones

Nancy Langdon Jones has been a panelist for the Los Angeles Times’ Investment Strategies Conference, was named one of the “Most Influential People in the Profession” by readers of Financial Planning Magazine in 2002, was included in the American Business Women’s Association 2003 Top Ten, and a recipient of the Albert Nelson Marquis Lifetime Achievement Award.

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Season 2 Episode 18 - What's Changing About Financial Services in the Next 10 Years ft. Patrick Mahoney & Skip Schweiss
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 2 Episode 18 - What's Changing About Financial Services in the Next 10 Years ft. Patrick Mahoney & Skip Schweiss

Janelle Orion brings 15 years in marketing strategy and coaching to the conversation. Her company Shine Bright Marketing helps businesses gain valuable information from their marketing analytics, data and research to assist in creating marketing content or programs that will increase sales. Her stated goal is to help entrepreneurs feel good in their business with marketing strategy, intention and execution.

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Season 2 Episode 17 - How to Jumpstart Your Marketing Plan ft. Janelle Orion
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 2 Episode 17 - How to Jumpstart Your Marketing Plan ft. Janelle Orion

Janelle Orion brings 15 years in marketing strategy and coaching to the conversation. Her company Shine Bright Marketing helps businesses gain valuable information from their marketing analytics, data and research to assist in creating marketing content or programs that will increase sales. Her stated goal is to help entrepreneurs feel good in their business with marketing strategy, intention and execution.

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Season 2 Episode 16 - A New Era for Financial Advisor Marketing: Implications from the New SEC Marketing Rule ft. Chris Stanley
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 2 Episode 16 - A New Era for Financial Advisor Marketing: Implications from the New SEC Marketing Rule ft. Chris Stanley

Chris Stanley is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy for investment advisers and financial planners. He brings expertise in legal advice and compliance counseling related to federal and state securities laws, SEC rules and regulations, RIA mergers & acquisitions, investment management compliance, RIA registration, and general corporate legal matters.

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Season 2 Episode 15 - How Do Marketing Funnels Work and Do I Need One? ft. miles beckler
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 2 Episode 15 - How Do Marketing Funnels Work and Do I Need One? ft. miles beckler

Miles Beckler is a digital entrepreneur on a mission to help individuals unlock the abundance and lifestyle freedom possible through internet marketing and entrepreneurship. He brings over 18 years of profitable digital marketing experience to the table making him uniquely qualified and fired up to teach you exactly what is working in internet marketing, right now. With the goal of being the 'Most helpful internet marketer ever' you've given away your best 'how to' information for free through your YouTube channel which has grown from zero to 100,000 subscribers in under 3 years and through your blog, MilesBeckler.com.

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Season 2 Episode 14 - Psychology of Money Decisions ft. Dr. Annie Emprima-Martin
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 2 Episode 14 - Psychology of Money Decisions ft. Dr. Annie Emprima-Martin

Dr. Annie Emprima-Martin is the owner of One.Emprima where she teaches people how to recognize cognitive dissonance and conflict within the body so they can harness what is needed to propel themselves in business and life. She holds a doctorate degree in metaphysics, graduate level training in positive psychology, and undergraduate in business and associates in criminal justice.

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Season 2 Episode 12 - From Career Changer to Financial Planner ft. Deanda Wilson
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 2 Episode 12 - From Career Changer to Financial Planner ft. Deanda Wilson

Deanda is a financial planning analyst in the Philadelphia area. Prior to her career in financial services she served as a Portfolio Management Specialist at the US Dept of Housing and Urban Development. She earned a Bachelor of Business Administration from Florida A&M University and a Master of City Planning from University of Pennsylvania. Deanda recently passed the Certified Financial Planner™ exam in November of 2020 and is currently working towards the experience requirement to use the coveted Certified Financial Planner™ marks.

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Season 2 Episode 11 - What are the Best Marketing Tools? ft. Phil Jones
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 2 Episode 11 - What are the Best Marketing Tools? ft. Phil Jones

Phil Jones is a best-selling author of titles like Exactly What to Say, Exactly How to Sell, and Exactly Where to Start. You are also the youngest recipient of the "British Excellence in Sales and Marketing" award at the tender age of 14. You've reached millions across a variety of languages and people groups with your writings, trainings, presentations, and workshops. You are exactly like...no one else.

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