Nov 19, 2021
Disney World, the happiest place on earth, certainly knows the importance of brand imagery and cultural impact. On today’s episode, we speak with 30-year Disney employee Dani Bridgers about cultural influence and advocacy. She’s worked for MGM studio, ESPN, and at the Disney parks.
At Disney, they value a cultural...
Nov 12, 2021
As independent advisors, it's important we develop an inclusive and diverse environment for our clients and employees. On today's episode, we speak with Sandra Cho, the founder and CEO of Pointwealth Capital Management. Sandra knew she wanted to help people from all walks of life, to give them the skills to ensure their...
Nov 5, 2021
Educating our clients in financial literacy is a great way to empower them to make capable decisions. There are various ways to reach clients and potential clients through webinars and seminars. On today's show, Karen Altfest the founder of Altfest Wealth Management joins us. She has focused her career to help women...
Oct 29, 2021
Many of us joined the financial industry to help others. David Rosell has combined his passion for helping people with his love for storytelling. On today's episode, David Rosell joins us to speak on his approach to the art of storytelling and the importance it plays in our marketing and financial planning...
Oct 22, 2021
In the financial world and beyond we must be capable of overcoming adversity. We need to grow from our experiences. On today's show, Austin Hatch is joining us to share his G.R.I.T. framework and how it helps teams develop into their best selves.
Austin was in two separate plane crashes as a child and young adult, he...