Preparing for Adversity with Jim Lanter
James "Jim" Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor for small to midsize businesses. With over 35 years of experience, Jim has handled matters concerning commerc...
23 Aug 202244min
Appreciating the Luck that Comes with Success with Jay Holstine
Jay Holstine is the CEO Peer Group Advisor and a coach at Vistage, an organization that has catered to CEOs and company presidents for over 50 years. The company's goal is to provide resources that ca...
9 Aug 202233min
Reassuring Our Clients during Tough Times with Austin Smith
The past two years have been—and still are—extraordinary times. With extraordinary times come unexpected market shifts and economic uncertainties resulting in concerns over retirement funds. While we ...
26 Jul 202223min
What It Means To Be An Entrepreneur with James Loomstein
James Loomstein is a managing partner at Rogue Marketing Agency, a digital strategy agency headquartered in Dallas. They help businesses build growth-oriented mindsets through business consulting and ...
12 Jul 20221h 2min
What To Do With Your Property in Today's Economy with Mark Cabal
Mark Cabal is a professional realtor who runs Mark Cabal Realty with his wife, Brenda. Mark has been in the real estate scene for over 15 years. He witnessed the state of the market in 2008 and used h...
28 Jun 202242min
Mentoring Your Career and Humanity with Burt Hicks
Burt Hicks is the President and Chief Strategy and Growth Officer at Encore Bank, a private boutique bank that provides a full suite of financial products and services with a commercial focus on busin...
14 Jun 202250min
Building an Efficient HR Team with Jennilee Autry
Jennilee Autry is the HCM Account Executive at Paylocity, a product suite built for both HR and Payroll solutions and designed for the employee experience. As the company's HCM Account Executive, Jenn...
31 Mai 202253min
Never Stop Planning Your Finances with Kevin Kennedy
Kevin Kennedy is the President of Kennedy Wealth and Tax Management, a financial business founded in 1995. Their team of retirement specialists provides investment advising and consultation to clients...
17 Mai 202250min
