Jul 27, 2022
This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning.
They talk about what...
Jul 25, 2022
Join us this Wednesday for a new episode where Roger discusses money management with Kim Curtis.
Jul 20, 2022
This week, Roger chats with Mike Capuzzi, publisher, author and book publishing coach, about the power of shooks otherwise known as short books, and how you as an entrepreneur can use them to market your business.
Mike breaks down how you can use shooks to reach clients and establish yourself as market leader in your...
Jul 13, 2022
This week, Roger talks with Jeff Cohen, a Desired Speaker, Certified Profit First Professional, Management Consultant & Business Coach, with over 20 years of entrepreneurial experience, who also appeared and went toe-to-toe with the Sharks on ABC’s ‘Shark Tank’.
They discuss matters of accountability and how...
Jul 6, 2022
In this episode, Roger and Best-Selling author and former UK Entrepreneur of the Year, Steve Pipe, discuss the importance and role that accountants and wealth managers play in creating a good quality of life for their clients.
Steve shares his personal story of how he helped his dad, a printer who felt overwhelmed...