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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs Podcast

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs Podcast

Published on June 10, 2022

Todd Smith discusses his mission to impact and improve the Financial Lives of others by maximizing their potential – both personally and professionally.

Questions covered in this interview include:

  1. What does a 21st Century accountant practice look like?
  2. What common challenges do accountants face?
  3. How can we help improve an accountant’s business and life?

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas/ 

Todd explained that: “With today’s hectic lifestyles, it’s tough to find the time, the interest, or expertise to navigate the myriad of financial trials you face at different junctures in your life. That is where we come in. We are dedicated to maximizing the potential of our clients, staff, and community. We work with our clients to identify their core values and design creative solutions and strategies that are consistent with them using a propriety 5 step proactive process within a family office ecosystem. This is equally synergistic for our strategic partnerships with accountants who want a comprehensive business solution to easily extend their capabilities. We provide the people, processes, back-office systems, compliance, and expertise so they can focus on working with clients and growing their practice efficiently.”

 

About Todd Smith

After graduating from Hamilton College, Todd began his financial services career in the late 1990s working for Prudential Securities in NY. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms as well as larger financial corporations.

Since 2012, Todd has focused on working with accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. He founded Level 5 Financial responding to his deeply held belief that wealth management can be far more comprehensive and in how it meets the needs of its clients. Becoming independent gave him the freedom to innovate in order to best meet the needs of his clients. As a business owner and entrepreneur, himself, Todd enjoys designing imaginative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families.

Learn More: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

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Thrilling New Podcast Episode Online- Dr. Pamela Gerali on Interviews With Innocence Airing on July 7, 2022

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Thrilling New Podcast Episode Online- Dr. Pamela Gerali on Interviews With Innocence Airing on July 7, 2022

Published on June 30, 2022

Dr. Pamela Gerali, an expert in spiritual development through her divine tool, The Blueprint for the Human Spirit ®, will be on Episode 152 of Interviews With Innocence with Marla Hughes on July 7, 2022.

Interviews With Innocence, a podcast by Marla Hughes which features experts in the fields of science and metaphysics who focus on children, celebrating the inner child, and spirituality/consciousness, recently featured the thrilling Dr. Pamela Gerali, an expert in spiritual development through her divine tool, The Blueprint for the Human Spirit ®.

In the episode 152, Interviews With Innocence’s host Marla Hughes dives deep into Spirituality and personal growth with Dr. Pamela Gerali. They discuss the surprising topic of Spiritual Awakening and Spiritually Transformative Experiences (STEs) which anyone in the personal and spiritual development fields will find fascinating.

Marla Hughes says, “I was fascinated by Dr. Pamela Gerali’s delivery of The Blueprint for the Human Spirit ® that aligns people of all ages to live a happier, more fulfilled life.”

To contact Marla Hughes for an interview or other queries, email [email protected] or go to her website, https://www.interviewswithinnocence.com.

Interviews With Innocence is a growing podcast dedicated to featuring experts in the fields of science and metaphysics who focus on children, celebrating the inner child and spirituality/consciousness.  Marla interviews scientists, philosophers, teachers, yogis, parents, and others who will share their stories, experiences and research gathered while working with young children and exploring their childlike selves. The content is selected to provide hope that these interviews can help us discover, embrace, and connect with the sacred core of childhood that resides in all of us.  

To listen to the episode featuring Dr. Pamela Gerali check out the Interviews With Innocence podcast episode page https://www.interviewswithinnocence.com/blog/152

To learn more about Dr. Pamela Gerali, go to https://drpamelagerali.com .  You can get a copy of the Blueprint for the Human Spirit ® as a gift on the site.

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Founder of SWALeadership LLC, the Athlete Evolution Academy, transformational leadership coach & award-winning author Zachary Hoffman was recently interviewed on Influential Entrepreneurs Podcast

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Founder of SWALeadership LLC, the Athlete Evolution Academy, transformational leadership coach & award-winning author Zachary Hoffman was recently interviewed on Influential Entrepreneurs Podcast

Published on June 30, 2022

Zachary Hoffman discusses how he helps to develop the influential leaders of today and tomorrow.

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/interview-with-zachary-hoffman-founder-of-swaleadership-transformation-coach-and-award-winning-author/

Zachary explained that: “Swiss Army Leadership (SWAL) is an effective, modern-day leadership concept based on ten years of international experience in 6 different countries. The SWAL concept is the key to finding the good life while experiencing a fulfilling leadership journey beyond worldly success and financial status.”

A leadership coach helps people in leadership positions identify areas where they can improve and guides how to make those improvements. A good leadership coach will have a deep understanding of human behavior and motivation and be able to help leaders tap into their potential. Here are some of the top traits of a good leadership coach:

  1. They help leaders see the big picture. A good leadership coach understands that successful leaders need to be able to see the big picture. They help their clients focus on their long-term goals and objectives and create a plan for how to achieve them.
  1. They challenge leaders to think outside the box. Leaders often get so caught up daily that they forget to think creatively. A good coach will challenge their clients to think outside the box and develop new and innovative solutions to problems.
  1. They are excellent communicators. A leadership coach needs to be able to communicate effectively with their clients. They need to be able to listen carefully and understand what the leader is trying to achieve, and then provide guidance and feedback that is clear and concise.
  1. They have a deep understanding of human behavior. A good coach understands how people behave and why they behave the way they do. This allows them to help people better understand their behavior and the behavior of those around them.
  1. They are patient and compassionate. A leadership coach must be patient and understand that transformation does not happen overnight. They need to be supportive and encouraging while challenging their clients to push themselves outside their comfort zone.

In his book “SWALEADERSHIP: Effective Leadership For A Modern World,” he advises the reader on adapting their leadership strategy to modern-day norms to succeed in the present and future leadership endeavors. The SWAL concept is for all aspiring leaders looking to make a lasting impact on their followers while leaving a legacy.

  

About Zachary Hoffman

Zac is an Italian/American dual citizen, effective leadership developer, transformation coach,  award-winning author, and former professional American football player. Originally from a small, rural town in Western Pennsylvania (USA), he has spent his twenties living in 6 different countries while playing and coaching American football. During his time abroad, he developed the SWALeadership concept based on his many thrilling and eye-opening experiences within various leadership roles across cultures.

Learn more: https://swaleadership.onuniverse.com/

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Charles “Walt” Wilson, Retirement Strategist Discussing the Key Employee Benefits Strategy, Interviewed on Influential Entrepreneurs Podcast

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Charles “Walt” Wilson, Retirement Strategist Discussing the Key Employee Benefits Strategy, Interviewed on Influential Entrepreneurs Podcast

Published on June 29, 2022

Walt Wilson discusses the main elements of a key employee benefits strategy.

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-the-key-employee-benefit-strategy/

Walt explained, “There are many factors to consider when designing a key employee benefits strategy. The main elements of a key employee benefits strategy include:

  1. Eligibility requirements
  2. Benefit levels
  3. Funding sources
  4. Vesting schedules
  5. Administration and compliance
  6. Communication and education
  7. Monitoring and review

Eligibility requirements are the criteria used to determine which employees will be eligible for the benefits. Benefit levels are the amounts of money, or other benefits employees will receive. Funding sources are where the money for the benefits will come from. Vesting schedules are the rules that determine when employees can access their benefits. Administration and compliance are the processes and procedures that will be used to ensure that the benefits are being properly managed and that employees comply with the rules. Communication and education are critical to making sure that employees understand their benefits and know how to use them. Monitoring and review are necessary to ensure that the benefits are achieving their objectives and to make changes if they are not.”

Walt says: “An important component of any business is its key employees. These individuals help drive the company forward and contribute to its success. As such, it’s essential to have a strategy to retain these employees and keep them happy.

One way to do this is to offer competitive benefits. This includes health insurance, retirement savings plans, and paid time off. By providing competitive benefits with other businesses, you’ll be more likely to retain your key employees.

Another way to keep your key employees happy is to offer opportunities for career growth. This could include training and development programs, mentorship opportunities, and chances to take on new responsibilities. By providing growth opportunities, you’ll show your employees that you’re invested in their development and value their company contributions.

If you want to keep your key employees happy and retain them for the long term, it’s important to have a strong benefits strategy in place. By offering competitive benefits and opportunities for growth, you’ll be well on your way to keeping your top talent happy and engaged.”

About Walt Wilson

Charles “Walt” Wilson established his company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity, and guarantees.

Private Pension by Design informs and educates individuals and businesses about an alternative concept in planning for retirement. You should have the freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. He has over 50 years in the financial services industry.

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

https://waltwilson360.com/

Obtain A Business Owners Financial Assessment Form

This form guides a established business owner is assessing critical aspects in planning for the future which is often neglected.

https://www.privatepensionbydesign.com/about-3

Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.

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