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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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Interview with Olivia Luper, Founder of Lexicon Advisor Marketing
25:22
25:22
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25:22
Olivia Luper founded Lexicon Advisor Marketing in 2018 with the desire to assist financial advisors grow their businesses by disseminating well-written, compelling content backed by the systems needed to generate new business online. She graduated from Florida Atlantic University in 2016 with her Master of Arts in English, where she concentrated on…
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Interview with Erich Castillo, Founder of Cornerstone Wealth Management-Building a Reliable Retirement Income Plan-Part 1
19:14
19:14
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19:14
Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can ac…
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Interview with Dan Hill, CFP®, AIF® CEO & Founder Hill Wealth Strategies Discussing Tax-Free Retirement Solutions
16:56
16:56
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16:56
Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others. Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harringt…
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Interview with Erich Castillo, Founder of Cornerstone Wealth Management-Transitioning from Accumulation to Income Generation
20:38
20:38
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20:38
Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can ac…
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Interview with Dan Hill, CFP®, AIF® CEO & Founder Hill Wealth Strategies Discussing Portfolio Asset Allocation
20:18
20:18
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20:18
Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others. Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harringt…
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Interview with Dan Hill, CFP®, AIF® CEO & Founder Hill Wealth Strategies Discussing Social Security Strategies
24:29
24:29
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24:29
Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others. Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harringt…
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Interview with Shawn Maloney Founder & CEO of Retire Wise
18:23
18:23
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18:23
Shawn Maloney, is a certified retirement planner, fiduciary, national bestselling author, and the owner and CEO of Retire Wise, LLC. With over twenty years of experience and a passion for helping people be ready for retirement and retire happy, He has dedicated my career to ensuring that individuals are equipped with the education and tools they ne…
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