Kim Luthy Synthesis Wealth Pt 1

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 Maj 23min

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 Apr 24min

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 Apr 22min

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 Mars 55min

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 Jan 41min

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 Dec 202524min

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 Nov 202524min