Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing the 5 D’s of Exit Planning
20:35
20:35
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20:35
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with busines…
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Interview with Linda Jensen Principal and Owner of Heart Financial Group Discussing Exit Planning Tax Mitigation
21:13
21:13
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21:13
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with busines…
…
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Interview with Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Business Insurance
17:52
17:52
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17:52
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent…
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Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing Exit Planning
20:12
20:12
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20:12
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with busines…
…
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Interview with Kimberly Pohler, Financial Strategist with Pohler Financial Discussing How Taxes Impact Retirement
22:07
22:07
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22:07
Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior hea…
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Interview with Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Buy-Sell Agreement Strategies
20:01
20:01
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20:01
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent…
…
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Interview with Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Key Person Insurance
20:27
20:27
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20:27
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent…
…
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