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Linda Jensen, Principal & Owner of Heart Financial Group, Interviewed About How Business Owners Can Lower Expenses & Save Taxes

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Linda Jensen, Principal & Owner of Heart Financial Group, Interviewed About How Business Owners Can Lower Expenses & Save Taxes

Published on July 24, 2023

Linda Jensen discusses the top tips for business owners to retain their top employees. 

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-business-owners-can-lower-expenses-save-taxes/

Retaining top employees can be a challenge for business owners, but there are some critical steps to help them ensure they keep their best talent. Here are the top tips for business owners to retain their top employees:

  1. Develop a Culture of Appreciation – Showing appreciation and recognition of an employee’s hard work is important in retaining them. Creating an environment where people feel valued and appreciated will encourage dedication and commitment from all staff members.
  2. Foster Professional Development – Investing in professional development opportunities for the team shows that the company values its growth and progress. It also motivates them to stay with their organization long-term as it provides career advancement opportunities.
  3. Improve Communication – Open and honest communication between business owners and their employees is key to retaining them. Encouraging two-way dialogue will give a team a sense of trust and respect that they need to remain loyal.
  4. Offer Competitive Compensation – Offering competitive compensation packages and benefits ensures that companies attract top talent and retain them. Keeping up with industry salary and other incentives standards is crucial if business owners want their best people to stay on board.
  5. Create Flexible Working Arrangements – A flexible work environment helps keep everyone engaged and motivated and provides an attractive workforce option for potential hires. Consider ways to offer flexibility around hours, remote working, or job sharing, which are increasingly desirable perks.
  6. Heart Financial Group offers business owners the ability to lower medical insurance and worker’s compensation premiums. Another program cuts approximately $500 of FICA taxes per employee and adds $3,000 in employee benefits paid by the U.S. Government.  We have strategies that can eliminate capital gains taxes.  For privately held very successful businesses we have a program that can eliminate up to 80% of the income taxes.  These strategies are about lowering taxes and business expenses as well as adding to the business value. 

Linda added: “By following these steps, business owners can ensure they have the best chance of retaining their top employees. It’s important to remember that creating a positive workplace culture and offering various incentives are key to successful employee retention strategies. With the right approach, you can ensure that your organization will benefit from its most talented people for years to come.” 

About Linda Jensen

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.”  Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington. 

Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning. 

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions. 

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

Learn More: https://www.heartfinancialgroup.com/

Investment advisory services are offered through WealthWatch Advisors, an SEC-registered investment advisor. WealthWatch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.

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Achieve Biz Explosion Conference Scheduled for October 20th-21st, 2023

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Achieve Biz Explosion Conference Scheduled for October 20th-21st, 2023

Published on October 2, 2023

Achieve Systems Pro is a Collaborative Community of Business Owners and Entrepreneurs Supporting each other and providing Solutions. Bringing Business Owners & Entrepreneurs together to acquire the success they deserve! It offers support systems, resources, revenue streams, and community to help business owners accelerate their business growth!

Achieve Systems CEO, Robert Raymond, announced that the Achieve Biz Explosion Conference for the fall of 2023 will be held on Friday, October 20th and Saturday, October 21st.

The fall conference will take place at the Best Western Premier Hotel at 4411 Peoria Street Denver, Colorado 80239.

The schedule for this event is as follows:

  • Thursday, October 19th at 5:30 pm – Welcome Happy Hour Reception
  • Friday, Oct. 20th – Leads Day Pre-Conference Event – 10am -5pm. Attendees introduce their businesses to dozens of possible customers, referral or strategic partners.  Members pay $47 material fee.  Guests of members are free!
  • Saturday, Oct. 21st – BIZ EXPLOSION Conference – 9am-5pm- 35 Plus exhibitors, Top speakers, relationship development, prizes, entertainment, leads and much more.
  • Saturday, October 21st at 5:30 pm – After Party Networking Welcome Reception – All Invited – FREE!

Achieve Systems is offering a complimentary VIP ticket valued at$497. Interested parties can get their VIP complementary ticket by registering at: www.achievebizconferences.com

Achieve Systems’ very popular Power Leads Pre-Conference Day will take place on Friday, October 20th. 

“This is a business acceleration event for small business owners and entrepreneurs. The pre-conference event is a relationship building event designed for business owners to go home with at least 25 great leads in their pocket that they can follow up with regarding collaborations, referral partnerships and power partnership opportunities. This is a high energy day with fun speed-networking and connecting.” Robert Raymond explained.

“The main event is on Saturday where we have our amazing Keynote speaker who will be focusing on how to build and maintain a property mindset followed by 5 other high-level speakers. We have 50+ vendors and business owners for you to connect with and create win-win opportunities.” Raymond added.

On Saturday, Oct 21st, the Biz Explosion conference also features a line-up of professional public speakers chosen to provide unmatched value to the attendees. These speakers include:

  • Paul Finck – The 5 Non-Conventional Keys to a 7 Figure Business, 10:00 am – 11:15 am
  • Dawn Evans – Mindset for Success, 11:30 am – 12:30 pm
  • Emily Tran – Magnetic Marketing: How to Keep a Client for 25 Years, 12:45 pm – 1:30 pm
  • David Fagan – How to Be an Affluent Influencer, 2:45 pm – 3:45 pm
  • Dr. Catrice Austin – 5 Strategies to Get Your Business Noticed and Create a Celebrity Brand, 4:00 pm – 5:00 pm

Achieve Systems Pro is partnering with globally renowned Strategic Advisor Board (SAB) to provide a VIP level of business guidance and expertise for entrepreneurs ready to scale their business to 8-figure levels and beyond.

SAB will be introduced at Achieve Systems’ October conference to registered attendees so they can envision the limitless possibilities for their business.

“We provide business owners with the most powerful tools needed included leads, a built-in community, a world class coaching system, biz building conferences, marketing systems, preferred vendors, business partnerships and revenue streams to help uplevel their business.” Raymond concluded.

For more info about Achieve Systems’ Biz Explosion Conference and for registration visit: achievebizconferences.com

For more info about Achieve Systems membership visit: https://www.achievesystemspro.com/

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Yoseph Assefa, Loan Officer with American Financing, Interviewed on the Elite Real Estate Leaders Podcast

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Yoseph Assefa, Loan Officer with American Financing, Interviewed on the Elite Real Estate Leaders Podcast

Published on October 2, 2023

Yoseph Assefa discusses navigating the mortgage industry. 

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-yoseph-assefa-loan-officer-with-american-financing/

Yoseph Assefa grew up in a family that prioritized advancement and security, even beyond their careers in education. This upbringing influenced Yoseph, leading him to pursue various entrepreneurial endeavors after college. Yoseph indicates his involvement in multiple industries, highlighting his background in entrepreneurship.

During this episode, Yoseph Assefa emphasizes the significance of trust and relationships in the mortgage and real estate business. He mentions that all his previous connections were built on trust and respect, which allowed his network to perceive him differently and provide opportunities to assist with real estate decisions. Yoseph Assefa acknowledges the challenges faced by the mortgage industry, particularly in the past 12 to 18 months.

The importance of educating clients and ensuring their understanding of the mortgage process is discussed. Yoseph Assefa emphasizes that a mortgage can have a detrimental impact on someone’s financial future if not handled correctly, referring to it as a “death grip.” He believes in taking a special approach to educate and guide clients toward making informed decisions to avoid such consequences. This approach is emphasized as crucial from the initial meeting or the closing table.

Yoseph Assefa also highlights the significance of providing accurate and trustworthy information to the community. He acknowledges the overwhelming amount of information available and stresses the need for clients to have someone they can trust for reliable advice and guidance. Assefa believes that the mortgage industry is complex, especially for newcomers, and clients require straightforward answers that are not influenced by personal interests.

Furthermore, Yoseph Assefa discusses the benefits of building long-term relationships and prioritizing the client’s comfort level, not only for the customer but also for real estate agents. Providing a clear monthly payment range, helps agents understand the client’s budget and prevents exceeding it during the home-buying process. This open communication and transparency with agents contribute to a smoother experience for all parties involved.

Yoseph shared: One of the current challenges that we’re facing in addition to historically high interest rates, is misinformation. A lot of people either don’t make the right decision or don’t make a decision at all because of bad information they’re receiving from the internet. It’s probably those short clips online that don’t give you the context of what they’re talking about. There’s just so much bad information out there.”

 

About Yoseph Assefa

Yoseph is an accomplished Mortgage Consultant with a passion for guiding home buyers to navigate the mortgage industry and process. With a career spanning eight years, he has established himself as a recognized authority in the field, known for his expertise in first-time homeownership and exceptional leadership.

As a senior mortgage consultant at American Financing, Yoseph plays a pivotal role in helping to ensure all communities are well-informed when it comes to home ownership and real estate investment. He is dedicated to driving American Financing’s mission and vision forward, consistently achieving remarkable results and delivering high-impact solutions to complex challenges.

Yoseph’s journey to excellence is marked by a strong educational foundation, holding a bachelor’s in Economics from Colorado State University. This academic prowess, combined with a relentless pursuit of knowledge, has positioned him as a thought leader in residential real estate financing. Yoseph is a passionate advocate for affordable housing and down payment assistance programs, actively contributing as a member of the CHFA lender advisory board.

Outside of the professional realm, Yoseph is an avid entrepreneur, community event producer, and public speaker. These interests enrich his perspective, fueling creativity and a well-rounded approach to serving his community.

Learn more: https://AmericanFinancing.net | 303-437-4599

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Frank Tobin, Executive Chairman of GomSpace North America, Discusses Partnering for Faster and More Assured Mission Success on The Space Industry Podcast

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Frank Tobin, Executive Chairman of GomSpace North America, Discusses Partnering for Faster and More Assured Mission Success on The Space Industry Podcast

Published on September 29, 2023

Low Earth Orbit (LEO) is becoming an increasingly difficult place to do business. In his recent appearance on The Space Industry Podcast, Frank Tobin, Executive Chairman of GomSpace North America, shares his belief that the fastest path to a successful LEO satellite deployment in this competitive environment is through collaboration.

A new race to space is happening right above our heads. But the destinations targeted today are not the Moon or Mars. Instead, entrepreneurs, nation states, and large corporations are sending small satellites into Low Earth Orbit (100 to 1,000 miles altitude) to track weather, provide broadband Internet access and telecommunications, support the Internet of Things (IoT), and perform military and security functions.

With so many potential LEO opportunities available, a gold rush mentality has driven scores of entrepreneurs and hundreds of millions of dollars of capital into the sector in recent years. Now, as the market begins to mature, investors are becoming more focused on rapid paths to profitability and less upon innovative technologies.

“The capital markets are no longer interested in funding science projects,” stated Frank Tobin, Executive Chairman of GomSpace North America on The Space Industry Podcast. “They are looking for business models that can be ramped up quickly and achieve cash flow positive status in a reasonable period of time.”

“This is why it’s critical that every company or agency planning a satellite mission focuses on their core technological competencies,” Tobin continues, “And outsources to flight-proven partners the nuts and bolts of building, launching, and managing one – or a constellation of – satellites. The sooner you can demonstrate in-orbit experience, the less equity you will have to give up in exchange for capital. Partnering accelerates that process.”

Listen to the interview:
Frank Tobin’s appearance on The Space Industry Podcast is the first in a series of such interviews he will be granting in the coming weeks and months to communicate his message of the power of partnering in space.

To listen to Tobin’s guest interview on The Space Industry Podcast, click this link.

About GomSpace North America
GomSpace is a manufacturer and operator of nanosatellites for customers in the defense, academic, government and commercial markets. GomSpace’s services include systems integration, nanosatellite platforms, constellation operations management and miniaturized radio technology.

About The Space Industry Podcast
The Space Industry Podcast features stories, educational material, and behind-the-scenes views into the real-world activity in today’s space industry. It is produced by satsearch – the global marketplace for space – which helps engineers from across the global industry find information on suppliers, products, services, and capabilities at all levels of the supply chain.

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