Mar 26, 2021
In this episode, Tom discusses the world of market metrics and analytics with Jeremy Lyons, and how Cornerstone implements that data into their work. They also discuss what Cornerstone has learned over the last year and how they hope to continue their success in 2021.
About Jeremy Lyons:
Once the owner of a construction...
Mar 19, 2021
In this episode, Tom sits down with his friend and realtor Phil Puma to learn his perspective as a small business owner. They also discuss Phil’s predictions for the housing market over the next 18 months, as well as building connections and growing a business.
About Phil Puma:
Phil is the founder of Puma and...
Mar 12, 2021
Monica joins Tom to explain how her team customizes marketing plans for financial professionals in FIG’s Elevate program. She also shares what she has observed over the last year through trendy marketing techniques and how professionals can navigate the virtual world of working with consumers
About Monica Breeding:
Mar 5, 2021
Taxes have been a hot topic in the industry, especially with a new presidential administration that has talked about raising the current tax rates and all of the stimulus money that has gone out over the past year. We need to be proactive in our financial planning and that’s why we bring in David McKnight to today’s...