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Tag: Financial Services

Forging a new path in mortgage broking and beyond

Posted: August 8, 2017 at 7:13 pm   /   eAustralia, Enterprise Radio, EPN News, Finances, Financial, Financing

Louisa Sanghera, Financial Strategist and Principle Broker at Zippy Financial Group, which provides a wide range of personal financial services to private clients on and around Sydney’s North Shore joins Enterprise Radio.

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A conversation with David Giertz: Accomplished Financial Services Leader

Posted: June 19, 2017 at 7:06 pm   /   Business Consultants, Enterprise Radio, EPN News, Exclusive Interviews, Financial, Leadership

Dave Giertz, previously the President of Nationwide Financial’s sales and distribution organization joins Enterprise Radio. Giertz has over 30 years of progressive financial services industry experience where he has consistently leveraged strategy, processes, and innovation to build profitable growth.

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Conor Delaney on starting Good Life Advisors at a young age

Posted: July 29, 2016 at 1:15 pm   /   Enterprise Radio, EPN News, Exclusive Interviews, Financial

Conor Delaney, Founder of Good Life Advisors that is based on the impetus to promote a financial services culture dedicated to the client and the individual advisors, rather than a culture of sales and corporate profits joins Enterprise Radio.

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Covestor Radio – Episode 17: For Investors, Transparency Is Key

Posted: August 25, 2014 at 10:21 am   /   Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about trust in the financial services industry.

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Bill DeShurko

Defined investment strategies with Bill DeShurko

Posted: May 11, 2014 at 10:09 am   /   Enterprise Radio, EPN News, Exclusive Interviews, Investing

Bill DeShurko a portfolio manager on Covestor, an online marketplace for investing where people can replicate the trades of experienced investors joins Enterprise Radio. Bill uses several very defined investment strategies, one of which we’ll talk about today.

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Financial Services for Small Businesses, Intrinsic DM2

Posted: October 12, 2013 at 5:21 pm   /   Accounting, Enterprise Radio, EPN News, Exclusive Interviews

Yvette Busha the President and Owner of Intrinsic DM2 / Professional Daily Money Management with 30 Years of corporate and small business financial and accounting management joins Enterprise Radio.

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