Episodios

  • Interview with Scott Leonardi Founder of Complete Solutions Discussing Home Healthcare

    Interview with Scott Leonardi Founder of Complete Solutions Discussing Home Healthcare
    Jun 16 2025
    Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first.

    A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

    Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

    Learn More: https://www.completesolutions.insure/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-home-healthcare
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    24 m
  • Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing

    Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing
    Jun 16 2025
    Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.

    Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility; it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement, and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance, and success. Creating a financial plan that protects your family and secures your financial future doesn’t have to be overwhelming. As your dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform, and rigidity. His clients have access to over thirty life and annuity companies, several structured note and alternative investment platforms, and dozens of issuers. Triathlon Partners is located in Weston, CT, in the heart of Fairfield County CT

    Learn more: http://www.triathlonpartners.com/



    TRIATHLON PARTNERS LLC, is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

    Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/
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    20 m
  • Interview with Lee Morris, Vice President of Underwriting of Life & Annuity Brokerage with Gallagher, Inc

    Interview with Lee Morris, Vice President of Underwriting of Life & Annuity Brokerage with Gallagher, Inc
    Jun 16 2025
    Lee Morris is Vice President of Underwriting, Life & Annuity Brokerage who rejoined the Gallagher Life & Executive Benefits consulting team in January of 2023.

    Lee Morris has been in the insurance industry specializing in technical underwriting risk management for over 33 years. She is known for her astute ability to merge the technical attributes of underwriting with the art of modern-day medical advancements and interpretation while protecting the interests of all stakeholders. Lee’s strong experience with the top one percent of the wealth management firms and the ultra-affluent market demonstrates her ability to address the needs of clients requiring an enhanced “boutique” encounter.

    Certified in EKG interpretation and a dynamic presenter, Lee’s past experience of 17 years at the carrier include being Assistant Chief leading one of the top premium distributions in the high-net-worth arena. She is one of very few in the brokerage market who achieved a prior insurance carrier underwriting single signature authority of $20M dollars.

    Lee holds a Cum Laude Bachelor of Science Degree in Accounting from Grambling St. University, Grambling, LA. She enjoys her free time volunteering with the K-12 school she is the co-founder of, hunting, shopping and is the mother to one son, Evan who is a Senior Pre-Med student at Morehouse College in Atlanta, Ga.

    Learn more: http://www.ajg.com/

    Take advantage of the Gallagher Underwriting expertise platform that can move your life insurance consideration from a “success story” to reciprocal “successful solutions”
    Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing presentation in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm.This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-lee-morris-vice-president-of-underwriting-of-life-annuity-brokerage-with-gallagher-inc
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    22 m
  • Interview with Dave Barr Founder of Barr Asset Management Discussing Achieving Peace of Mind in Retirement

    Interview with Dave Barr Founder of Barr Asset Management Discussing Achieving Peace of Mind in Retirement
    Jun 11 2025
    Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field began with a desire to do proper planning & financial management for himself. This led to the thought that perhaps others could use some help as well.

    Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States:

    Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.

    Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.

    Learn more: http://www.retirewithbam.com/

    Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-achieving-peace-of-mind-in-retirement
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    22 m
  • Interview with Victoria Bracha, Founder & Professional Chocolatier

    Interview with Victoria Bracha, Founder & Professional Chocolatier
    Jun 11 2025
    Elevating chocolates with unparalleled expertise, ensuring exquisite flavors, flawless textures, and irresistible appeal that captivates every palate.

    Learn More: https://victoriab360.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-victoria-bracha-founder-professional-chocolatier
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    18 m
  • Interview with Terry Register- CEO of Capsur Tax and Estate Planning- Tax Mitigation Strategies for Business Owners

    Interview with Terry Register- CEO of Capsur Tax and Estate Planning- Tax Mitigation Strategies for Business Owners
    Jun 11 2025
    As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact.

    Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.

    He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.

    Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.

    A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.

    Learn more: https://www.capsurtaxandestateplanning.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-mitigation-strategies-for-business-owners
    Más Menos
    21 m
  • Interview with Scott Leonardi Founder of Complete Solutions Discussing Guaranteed Income

    Interview with Scott Leonardi Founder of Complete Solutions Discussing Guaranteed Income
    Jun 11 2025
    Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first.

    A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

    Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

    Learn More: https://www.completesolutions.insure/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-guaranteed-income
    Más Menos
    22 m
  • Interview with Terry Register- CEO of Capsur Tax and Estate Planning-Mastering Tax Strategies for Retirement

    Interview with Terry Register- CEO of Capsur Tax and Estate Planning-Mastering Tax Strategies for Retirement
    Jun 11 2025
    As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact.

    Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.

    He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.

    Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.

    A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.

    Learn more: https://www.capsurtaxandestateplanning.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-mastering-tax-strategies-for-retirement
    Más Menos
    26 m
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