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By SBRA
4.9
77 ratings
The podcast currently has 97 episodes available.
Gary returns to the podcast to do a deep dive on leadership. What makes a great leader? How do we become one? Can we even become what? What're the things we can do today to improve our leadership skills?
Paul is a Wealth Manager at Marrella Financial Group, LLC, and offers securities through Raymond James Financial Services Inc., Member FINRA/SIPC He provides wealth management solutions to successful families, allowing affluent clients address their five biggest concerns: Preserving Their Wealth Mitigating Taxes Providing for Their Heirs Ensuring Their Assets Are Not Unjustly Taken Charitable Giving Along with his father, he founded Marrella Financial Group, LLC in 2001. Paul and his family now serve over 300 families, managing assets over $300 million. He developed a consultative process to gain a detailed understanding of client’s deepest values and goals, and then employs customized recommendations designed to address each client’s unique needs well beyond investments. Successful families work with Paul to: - Develop and implement a comprehensive wealth management plan to achieve their financial goals. - Make smart decisions in today’s uncertain political, economic and social environment. - Obtain an independent Second Opinion from an experienced financial advisor. Early on, Paul practiced law with the firm of Fry & Golden specializing in estate planning & administration. He then worked on Wall Street as a equity trader with Spear, Leeds & Kellogg. In 1998, Paul returned to re-build the family practice. His diverse background allows him to help clients navigate today's complicated retirement landscape. Paul authored the book "What Now? The Widow's Guide to Financial Independence" to advise widows through the difficult time in their lives. He is a widely recognized leader in the financial advisory community, noted public speaker and his articles are frequently published in local periodicals. He is an active member of local estate planning committees, a technology liaison to RJ's IT Dept. and serves on several local charitable committees.
Jim joined Security Service Company in October 2004, after almost 20 years in the ownership and management of a successful structural steel detailing firm (in which he still retains an ownership stake). During his tenure, the company has undergone the basic change to a model that centers on an advanced-technology Central Station structure. Making this the essential part of the business has brought major improvement to SSC's ability to serve its customers. Jim also had a major role in the transfer of SSC operations from its old headquarters in Allentown to its modern, fully automated location in Fleetwood, Pa.
"We haven't so much changed the company as gotten back to the basics that made us successful in the first place," he said. "My dad had a great philosophy right from the beginning — he always did things right to benefit the customer. The challenge today is keeping up with technology that's constantly changing, so that we can continue delivering that high level of benefit to the people we serve."
Andrew Sonon is Owner, founder, and lead systems engineer at HonIsT Solutions LLC. Passionate about customer service and helping small-to-medium sized businesses improve their IT infrastructure. Andrew and his close-knit team have the expertise to engineer personalized technology solutions that will keep your company running smoothly and give you peace of mind.
Tom is the President of Hubric Resources
Ryan is the Founder and President of Prudential Pest Solutions.
Nick Kleinsmith, MH, NC, is a certified and trained master herbalist and nutritional consultant. Nick lost over 120 pounds and transformed his health with the power of nature and common sense. He strives to bring quality service to his clients through his natural healing arts. Self reliance through evolving knowledge and common-sense nature based wisdom is the template for his practice. Nick believes that nature should be our ultimate guide when it comes to preventative care and a thriving state of health.
Jay Kemmerer currently serve as the Chairman/CEO of Berkshire Advisors, Inc. - a PA based Registered Investment Advisor - www.BerkshireAdvisors.net Their firm is based upon following the "Fiduciary Standard." Always placing their clients goals and needs ahead of their own. His commitment and passion to educate his clients to making "Smart Money Decisions" spans more than 35 years. I currently hold a series 65 License ***Registered Investment Advisor .
The 35 years of financial and investing experience has inspired Jay to author the book "Messages From the Money Masters" In this book he shares with you many of the best tips that he has found from 12 proven money experts like David Bach, Warren Buffett, Dave Ramsey, Susie Orman, Lori Greiner, Ronald Baron, Tony Robbins, Mike Michalowicz, Daymond John, Harry Dent, Robert Kiyosaki and Napoleon Hill. This book can be found on Amazon or by going to www.jaykemmerer.com
Drew Bell is the VP of Business Development for D&B Construction Group.
In this episode, Drew and I discuss taking your company social across all platforms, from Instagram to Facebook, and LinkedIN. What's it mean? What's it do? and HOW do you do it?
Brian Welch is the President of Amity Digital. Brian grew up in Shillington, but now resides in Douglassville with his wife and 2 boys. When not designing websites and using his wizard-like marketing skills to drive traffic to his clients’ websites, Brian enjoys a wide array of hobbies. He is an avid homebrewer, cheese maker, and board gamer to name a few. He has been involved in Boy Scouts most of his life, is an Eagle Scout, and currently serves as an Assistant Scoutmaster for Troop 597. In addition to Boy Scouts, he is an active member of the Amity Lions Club and has served as President.
The podcast currently has 97 episodes available.