Earl Schultz, the Founder and President of Strategic Wealth Advisory, a family-owned independent financial advisory and planning firm joins Enterprise Radio. Earl has over 20 years of experience in the financial planning industry.
Mr. Jonathan Citrin who is a speaker, author, and financial advisor for over fifteen years again joins Enterprise Radio to discuss improved forecasting for business success & learning from the 2016 Presidential Election.
Keith Clark, the Co-Founder and Partner at DWC ERISA Consultants joins Enterprise Radio to discuss winning new business in the 401K marketplace. Keith was named one of the Top Five Consultants by Pension Management Magazine.
Tim Hoopmann the CEO and founder of Cornerstone, a bookkeeping business that specialises in streamlining the bookkeeping for SMBs through cloud service again joins Enterprise Radio to discuss paperless expense management.
Chad Otar, Managing Partner of Excel Capital Management, a leading source of economic expertise and financial assistance for small business owners and a variety of companies nationwide joins Enterprise Radio.
Jim Martin, CPA, the Founder and Managing Partner of ACM Capital Partners joins Enterprise Radio. At ACM Capital Partners, Jim leads a highly experienced financial and operational advisory firm dedicated to leading middle market companies through periods of growth, transition or distress.
Evan Harris, Co-owner of SD Equity Partners, a family run real estate financing company based out of San Diego, California that focuses on loans for real estate investments joins Enterprise Radio.
Lingke Wang, the Co-Founder of Ovid Life, a company that helps seniors sell their life insurance joins Enterprise Radio to talk about this unique service.
Peter Khalil, Director at Perris Knightsbridge Chartered Accounts a boutique accounting consultancy for small businesses joins Enterprise Radio to talk about doing better business, which brings bigger profits.
Angela Koch, the CEO of U.S. Money Reserve, one the largest private distributors of U.S. government issued gold, silver and platinum coins joins Enterprise Radio to discuss leadership, culture and KPIs.
Matiss Ansviesulis, Co-Founder & CEO of the fastest-growing European Fintech Creamfinance, where they make money available joins Enterprise Radio to give us the backstory on Creamfinance.
Josh Sailar, a fiduciary planner & advisor for business owners & executives at Miracle Mile Advisors, an independent investment advisory firm joins Enterprise Radio to discuss why successful business owners should be working with an executive planner