Category: News Room

Daniel Collison, Managing Partner at Advice2Advisors, Interviewed on the Influential Entrepreneurs Podcast

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Daniel Collison discusses why the duality of client acquisition is vital for financial advisors to understand. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-daniel-collison-managing-partner-at-advice2advisors/ The Duality of Marketing and Prospecting for Financial Advisors is crucial to growing a financial advisory business. Marketing involves promoting an advisor’s Unique Value Proposition (UVP) and identifying the target audience, while prospecting is identifying potential clients and converting them into actual clients. Both activities are essential for the growth of a financial advisory business, and mastering them can lead to unlimited growth…

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Attorney Sami Azhari of Azhari LLC was published in the American Bar Association’s semi-annual White Collar Crime Newsletter.

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Attorney Sami Azhari of Azhari LLC and Professor Aliza Hochman Bloom of New England Law School have been published in the American Bar Association’s semi-annual White Collar Crime Newsletter. The article covers proposed amendments from the United States Sentencing Commission for Federal Sentencing Guidelines.

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JC Soto, Founder of Online Media 360, Announces 3 Small Businesses to Watch in 2023

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JC Soto started his entrepreneurial journey at 10 years old selling door to door from a home decor catalog. He has started, bought and sold businesses for over 35 years. From retail to online and everything in between, JC has been involved in growing businesses in many arenas and he is the founder of Online Media 360, a Best-Selling author, coach, public speaker and podcast host.

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Liz Waldmann, Broker Associate with Keller Williams Realty DTC, Interviewed on the Colorado Real Estate Leaders Podcast

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Liz Waldmann discusses what Millennials should know before buying their first home.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-liz-waldmann-broker-associate-with-keller-williams-realty-dtc/ Millennials should research potential markets to make sure they are making the best decision for their financial future. They should ask themselves some critical questions about the affordability of a home in each market, such as: How much can they comfortably afford? What kind of taxes will they owe on their purchase? How stable is the housing market in this area? When it comes to financing, Millennials…

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Jay Winestein, Founder of DeepDive Retirement, Interviewed on the Influential Entrepreneurs Podcast Discussing Taxes in Retirement

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Jay Winestein discusses how to mitigate and lower taxes as much as possible to prepare for retirement.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-taxes-in-retirement/ The level of a retiree’s post-tax liabilities can have a large effect on the quality of retirement. Utilizing pre-tax 401ks, 403b, Deferred comp plans, IRAs, etc. while working are good for tax deductibility and for those looking to lower their current taxable income and taxes. Moving forward, however, the resultant future tax liabilities at retirement can be relatively quite large. Distributions from…

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Jay Winestein, Founder of DeepDive Retirement, Interviewed on the Influential Entrepreneurs Podcast Discussing Advanced Life Expectancy Credits

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Jay Winestein discusses how a sequence of returns can affect a retiree.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits-part-2/ The sequence of returns issue, the order of the returns in a portfolio, can become problematic for a retiree when they call it quits and retires and then needs to draw a regular income from the investment account. In particular, problems can occur when there are losses or lower returns than the withdrawal rate plus fees. For example, when a portfolio loses 10% and the withdrawal is…

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