Our wealth authority of the week is Scott Drake. Scott’s background includes 20+ years as a large market radio host, on-camera news talent and Vice President of Content Development for a video marketing company. He helps develop and manage all advisor client acquisition strategies for Quantum. This includes live events, digital, social and legacy media campaigns. “We evaluate the advisor’s practice and process to fit the right program to maximize their success. I consider myself a business development consultant and coach so we concentrate on solidifying the advisor’s brand and develop ROI driven prospecting programs around it,” says Scott.https://indiebooksintl.comSeason 1, Episode 4

Our wealth authority of the week is Buddy Thomas. Buddy Thomas is the founder of Superior Planning – Family Office, specializing in customized family wealth and relationship enrichment programs for HNW and UHNW families since 1982. A pioneer in virtual family offices, he has guided successor trustees and beneficiaries through estate settlements while fostering seamless collaboration among family leaders and advisors.A Certified Financial Planner and Accredited Estate Planner with a background in psychology and economics, Buddy is a thought leader in personal wealth management. He has authored four books, over 50 articles, and produced 200+ educational videos, including the Fifty-Five Second Family Fiduciary series. His expertise in family dynamics and wealth has made him a sought-after speaker at universities, financial institutions, and industry councils.Beyond finance, Buddy is deeply committed to philanthropy, serving on the boards of the Catholic Community Foundation of San Diego and Build-A-Miracle. A longtime Rotary Club member, he remains active in multiple service and financial industry organizations. He and his wife, Liz, reside in San Diego, proudly celebrating their two grown, “income-producing” sons.https://indiebooksintl.comSeason 1, Episode 3

Our wealth authority of the week is Kelley Slaught. Kelley Slaught, a financial advisor in Santa Barbara, is dedicated to helping clients make informed and personalized financial decisions. She partners with retirees and pre-retirees to create customized strategies to help them achieve the retirement of their dreams. Licensed in multiple states and holding various securities qualifications, Kelley provides trustworthy and client-focused service.https://indiebooksintl.comSeason 1, Episode 2

Our wealth authority of the week is John O'Brien. John M. O’Brien, Ph.D., is a licensed psychologist, professional speaker, and executive coach in Portland, Maine. He is a founder of Mental Health Associates of Maine and Activate Success. John serves as an adjunct professor at the University of Maine at Augusta, teaching courses in psychology, trauma, and addiction-related topics. John equips people with tangible skills and concrete tools that empower them to swiftly reduce stress levels and enhance wellness.

"Rudeness Rehab" is now available on Amazon: https://amzn.to/4gTBk86https://indiebooksintl.comSeason 1,

https://indiebooksintl.com

Season 1, Episode 1