Kim Luthy Synthesis Wealth Pt 2
In this Part 2 episode of CBS Spotlight, Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, shares her perspective on growth, resilience, and intentional living. She discusses vie...
22 Touko 23min
Kim Luthy Synthesis Wealth Pt 1
In this episode of CBS Spotlight, the conversation features Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, who shares her remarkable personal and professional journey. Kim ref...
8 Touko 26min
Liz Hand - Pleasant Wealth Pt 2
Part 2 of our conversation with Liz Hand goes even deeper. Liz expands on how values‑based planning shapes better outcomes for clients, especially women navigating retirement transitions. She shares p...
23 Huhti 24min
Liz Hand - Pleasant Wealth Pt 1
In this episode of CBS Spotlight, features Liz Hand from Pleasant Wealth. Liz shares her journey as a second‑generation financial advisor and how she’s helped reshape her family’s practice into a more...
9 Huhti 22min
James Wong - The Founder's Chair
In this episode, we feature James Wong, founder of The Founder's Chair. With over two decades in financial services, James brings deep experience in insurance, technology distribution, startups, and M...
20 Maalis 55min
Rick & Jake Eskin - Dye & Eskin, INC.
In this episode of CBS Spotlight, features Rick & Jake Eskin from Dye & Eskin, highlight unique corporate life insurance solutions that do not require medical exams. The discussion focuses on how advi...
27 Tammi 41min
John Swystun - Auxesys INC Part 2
In Part 2 of our conversation with John Swystun, CEO of Auxesys, Inc., we dive deeper into the strategies that help financial advisors stand out in a crowded market. John shares actionable insights on...
4 Joulu 202524min
John Swystun - Auxesys INC
In this episode of CBS Spotlight, John Swystun shares his unconventional career path from producing snowboard videos to becoming the CEO of Auxesys, Inc., a digital marketing firm specializing in weal...
19 Marras 202524min
