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Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. He joins Cooper on Coffee with Connections to go on a deep dive about how financial advisors should think of themselves, what clients feel like during introduction meetings and how his career has evolved over the decades in the financial service industry. If you are in the financial service industry, this is a must listen!
Scott Parker is an Arlington, VA based Entrepreneur. Scott got his start in the restaurant business, but now owns barber shops, boxing gyms and many of fast growing brands. Cooper and Scott get into a discussion around his daily habits, how he stays organized and his journey in the world of Entrepreneurship.
Eric Jorgensen is an author, investor and entrepreneur who writes about the human psychology, finance, investing, leverage, scalability and the world of Start Ups. He is the author of Amazon best seller, the almanac of Naval Ravikant.
This week on Coffee with Connections, Cooper is joined by Jeff Martin, CEO of University Recruiters. Jeff is a leading expert in the recruitment industry, has written books, regularly appears on national podcasts and has 100,000's of followers on social media. Jeff and Cooper get into a discussion on personal branding, entrepreneurship, college, networking and LinkedIn. Connect with Jeff and Cooper on LinkedIn!
Co-Founder of Centurion Wealth, Sterling Neblett joins Cooper for episode 3 of Coffee with Connections. Sterling is an active angel investor, financial advisor and nonprofit chairman.
Author, Psychologist and behavioral finance expert, Dr. Daniel Crosby joins Cooper on Episode 2 of Coffee with Connections. Dr. Crosby is a renowned speaker, focusing on the intersect of the human mind and behavior and how it impacts investing and finance.
In this episode, Cooper sits down with Derek to discuss how he took his Financial Advising Practice virtual and why more Advisors are doing the same. The two discuss mindsets and strategy around things like LinkedIn and digital marketing. Derek serves self-minted millionaires from coast to coast through his virtual model so they can embrace the finer things in life and focus on passions like their family, business, and travel. He is also the Founder of Conneqtor, a tech company focused on serving financial advisors on a global scale.
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