StrategyCast

John Bowen, a lifelong entrepreneur, is a coach for financial advisors and a matchmaker for successful families in finding the right financial advisor to help them make smart decisions about their money.

John is the CEO of CEG Worldwide, a firm dedicated to helping financial advisors transform their practices into simple, elegant wealth management businesses that serve their clients well and create value. Financial advisors engage CEG to enhance their client impact, increase net income and economic value and improve quality of life for all stakeholders.

John is also the founder of Financial Advisor Select (FAS), a service that matches successful families with top financial advisors. Families engage FAS to obtain an independent second opinion from a fully vetted top financial advisor in their community, make smarter decisions and eliminate the effort needed to find a top financial advisor who is right for them.

John is a widely recognized leader in the financial services industry. He writes a highly acclaimed monthly column for Financial Planning and a weekly column for entrepreneurs for the Huffington Post. He has also authored or co-authored six books, including most recently The Wealth Management Edge.

Listen and Learn:

• How to maximize your wealth
• Discover the importance of being proactive
• Why breaking through the noise is the biggest marketing challenge
• What the difference between a CPA and a wealth manager is
• How values, goals, and relationships work together

TO LEARN MORE ABOUT CEG WORLDWIDE, CLICK HERE.

TO FIND JOHN ON LINKEDIN, CLICK HERE.

Listen and Learn:

• How developing relationships create brand ambassadors
• Discover the importance of staff education
• Why social media is only as good as you make it
• How to plan for success
• Why it is essential to immerse your business in the community culture

TO LEARN MORE ABOUT WIBBY BREWING, CLICK HERE.

TO FIND TED ON LINKEDIN, CLICK HERE.

Listen and Learn:

• How marketing can help sustain a lift in sales
• Discover the importance of research in marketing
• Why integration between the marketing team and the sales team is crucial
• How to communicate who the company is through culture
• What the biggest marketing challenges are today

TO LEARN MORE ABOUT HOPE FOODS, CLICK HERE.

TO FIND WILL ON LINKEDIN, CLICK HERE.

With more than 30 years in the aviation industry, Mike Caflisch has had career assignments in numerous disciplines, including aircraft performance engineering, avionics systems engineering and integration, software development, product management, marketing, sales, business development, strategy, and program management.

Caflisch came to APG from The Boeing Company, where he served as director of Airspace Programs for Boeing Commercial Aviation Services. In this role, he was responsible for programs supporting flight optimization, airspace and navigation procedure design, and air traffic management.  Prior to that, he led strategy and business development for Boeing Flight Services.

Listen and Learn:

• How to plan for organizational consequences 
• Discover the importance of having structure in place
• Why culture is the biggest problem in business
• When not to make a sale
• Why a leader needs to be a team player

TO LEARN MORE ABOUT APG, CLICK HERE.

TO FIND MIKE ON LINKEDIN, CLICK HERE.

With more than 30 years in the aviation industry, Mike Caflisch has had career assignments in numerous disciplines, including aircraft performance engineering, avionics systems engineering and integration, software development, product management, marketing, sales, business development, strategy, and program management.

Caflisch came to APG from The Boeing Company, where he served as director of Airspace Programs for Boeing Commercial Aviation Services. In this role, he was responsible for programs supporting flight optimization, airspace and navigation procedure design, and air traffic management.  Prior to that, he led strategy and business development for Boeing Flight Services.

Listen and Learn:

• Learn how to keep your focus
• Discover the importance of asking why
• Why the voice of the customer is important
• What F.A.C.E.T stands for and how it describes a leader
• How to utilize a Strategic Development Model

Pam Friedman has over 20 years of financial planning and investment experience. Prior to partnering with Silicon Hills Wealth Management, LLC, Pam. Friedman was on Wall Street in both New York and London structuring and raising capital for both public and private companies. Upon her return to Texas, Ms. Friedman spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin.

Pam's area of expertise is marital financial planning which includes planning for the risk of divorce and educating clients who may be unfamiliar with financial issues and investing during and after divorce. In her book, I Now Pronounce You Financially Fit: How to Protect Your Money in Marriage and Divorce available on Amazon and other online book retailers.

Pam has been featured in national publications and on- air with U.S. News and World Report, Self Magazine, Elle Magazine, ABC News Radio, NY Daily News, Daily Finance (AOL), and the Divorce Financial Analyst Journal. Ms. Friedman earned the designation CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2006 and Certified Divorce Financial Analyst (CDFA™) in 2011. Pam is also a trained family law mediator. She holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin.

Larry Broughton is an award-winning hotelier and entrepreneur, bestselling author, keynote speaker, and former US Army Green Beret.  As Founder/CEO of Anaheim, California-based broughtonHOTELS, CBS News has called Larry the nations foremost expert on leadership and entrepreneurship, while the host of Travel Channels hit show, Hotel Impossible, says he's, among the top hospitality experts in the country.  He has been featured in national newspaper and magazine articles and is a guest expert on every major television and cable network.  Larrys awards include Ernst & Young Entrepreneur of the Year®; Vetrepreneur® of the Year; Visionary of the Year; and National Business Leader of Integrity.

Susan Baier has been a marketing strategist for 30 years, and now help organizations figure out their ideal audiences. She supports marketing agencies with custom attitudinal segmentation research and helps small business owners learn how to think about their audiences in a way that helps them develop their positioning, content, messaging and marketing strategies.

Eliot Wagonheim is a speaker, strategist, author, and educator. As general counsel to SMBs, Eliot restricts his practice to those clients who embrace innovation and understand the difference between a calling and a job.  Through his FARsighted platform, Eliot serves as a confidante, mentor, strategist and sounding board for entrepreneurs and organizational leaders

After working in the restaurant and produce businesses, Mike Stromsoe joined his father’s insurance agency in 1986. He then started his own successful agency which he and his wife still run today along with two additional businesses.

Among many things, it is Mike’s core belief that one gets what they give in this world. His passion is teaching and inspiring people who want to be taught and inspired.

Mike Stromsoe, “The Unstoppable Profit Producer”, continues to change the lives of entrepreneurs and help them create revolutionary results. Mike is touted as America’s Leading Trainer and Authority on agency business success and continues to show thousands of others, just like you, how to implement his Proven 3 Step Blueprint, a unique philosophy called the “Three P’s”–People, Processes, and Promotion in their business. Developed over 29 years of research, Mike’s thinking and guidance provides entrepreneurs the knowledge and tools that they can quickly implement in their companies to help them grow, create financial security and give them more freedom. Since Mike still owns and operates his own agency, the “Living Agency Laboratory,” Mike and his team continue to refine and bring to market ONLY the tools that work. Mike has been there, done that and is still doing it.