Kara Murphy Chief Investment Officer - Kestra
In this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on he...
14 Mars 202521min
Matt Regan - Wealthcare Capital Management
In this episode, Matt Regan from Wealthcare Capital Management discusses the importance of goals-based financial planning and the evolution of the financial advising industry. He highlights the shift ...
6 Mars 202524min
Aaron Anderson - Fit Asset Management
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth...
21 Feb 202523min
David Reynolds - Enhancing PPVUL and PPVA Capabilities
In this episode of CBS Spotlight, we sit down with David Reynolds, a leading expert and partner at Spearhead, to delve into the world of Private Placement Variable Universal Life (PPVUL) insurance. Da...
9 Jan 202519min
Andrea Caruso - MIB: The Risk Report
In this episode of CBS Spotlight, we’re joined by Andrea Caruso, Senior Vice President and Chief Operating Officer of MIB Group, to explore how MIB is shaping the future of the insurance industry. And...
18 Dec 202418min
Derrick Pfau
Petersen International Underwriters’ Derrick Pfau shares expert insights into the world of excess disability insurance and specialty coverage. Learn how these innovative products address gaps left by ...
10 Dec 202420min
Jason Gordo- Building a Modern Wealth Management Firm
We’re thrilled to have had Jason Gordo, Co-Founder of Modern Wealth Management (MWM), join our latest CBS Spotlight podcast episode! Jason shared insights from his impressive career leading up to buil...
21 Nov 202423min
Karen Reifel - A Conversation about Success
CBS Spotlight talks with Karen Reifel, Senior Wealth Advisor, and named “Advisor of the Year” at Beacon Pointe over the insight of creating, implementing, and running a successful career in the financ...
21 Okt 202430min
