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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast

Published on June 15, 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 is a family office?
  2. How can it improve an accountant’s business?
  3. How does it improve client service?
  4. Why is the referral model outdated?

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-with-a-family-office-ecosystem/

Todd explained that: “We provide the people, processes, back-office systems, compliance, and expertise so our Accountants and CPAs can focus on working with clients and growing their practice efficiently. This relationship brings a vast team of experts to serve the client, all on the same page with the goal of a holistic financial solution. The CPA is the focal point of the relationship, and our branded done-for-you tools allow them great opportunity to expand their firm’s capabilities.”

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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Sarah Godbout Certified Confidence Coach Discusses ‘Confidence Is An Inside Job’ on Soulfully Blonde Live Radio Show June 28

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Sarah Godbout Certified Confidence Coach Discusses ‘Confidence Is An Inside Job’ on Soulfully Blonde Live Radio Show June 28

Published on June 24, 2022

Sarah Godbout Certified Confidence Coach will be the featured guest on Soulfully Blonde, the live call-in radio show with host Carol Starr Taylor at 2 p.m. EDT Tuesday, June 28.

Sarah Godbout or “SG” as she is known is a Certified Confidence Coach will be discussing ‘Confidence is an Inside Job.’ Her passion is to empower people to change their mindset, overcome their limiting beliefs and perform at their highest level whether it is in their personal or professional lives.

“I have been passionate about helping people change their lives, to deconstruct people’s blocks or thoughts that keep them stuck,” Sarah said.

“I challenge them to find what they really want and what their goals really are and how to achieve them. Creating the goals they uncover in my individual coaching is very personal for each client. To take them to their extraordinary life and self-confidence is an inside job.”

Confidence coach to entrepreneurs, CMOs, and influencers, she has been featured by ETalk Canada’s very own Chloe Wilde’s “Healthy is Hot” podcast, written articles for Chaarmz Magazine, Founders Story on IBH Media. SG is the author of “Head over Heels — Confidence is an Inside Job. ”

SG has been coached and mentored by Canada’s top manifestation and mindset coaches. She specializes in helping high-achievers think with more clarity, have a bigger vision, and believe that with confidence there comes success.

She is the CEO and Founder of SG My Life Confidence Coaching and getting ready to launch into new spaces.

She has discovered the art of confidence and how to live an extraordinary life. Her personal journey has taken her through many stages of negative living including abusive relationships and a violent assault, motherhood, and divorce, and her own 30-year journey to find her biological father.

Now SG coaches people to regain confidence, and stop apologizing for themselves and others.

“I can help people overcome adversity or setbacks by unleashing their inner potential and to stop making excuses,” she said.

At 52,  SG is not slowing down and spends her free time boxing, working out, relaxing at the beach, paddle boarding, and surfing. SG’s career allows her freedom to travel, speak and help people through her many social media platforms.

Sarah Godbout (SG) coaches individuals to deconstruct their blocks, rebuild their confidence and level up both personal and executive presence find their focus, and live the life they have always been within them.

“Confidence is an inside job,” she said.

“I am excited to talk with SG about turning confidence to success on Tuesday,” said Carol Starr Taylor, host of Soulfully Blonde.

Soulfully Blonde is a live call-in show that airs at 2 p.m. EDT every Tuesday at SoulfullyBlonde.com and is part of the Contact Radio Network, a pioneer in conscious radio.

Each week, Carol Starr Taylor shares motivating messages and meaningful conversations with Glowgetters, Trailblazers, Soulpreneurs, Authors, Mentors, and Coaches as they share powerful wisdom, inspiring lessons, and dynamic journeys that will ignite your soul to shine it brightest.

Soulfully Blonde is sponsored by Star House Publishing and Scoops Supplements.

About Carol Starr Taylor

Carol Starr Taylor is the founder and publisher of Star House Publishing Inc., radio host and podcaster with Soulfully Blonde, an International bestselling author, certified life coach, writing coach, inspirational speaker, NLP master practitioner, Timeline Therapy practitioner, hypnotherapist, Law of Attraction coach practitioner, and the founder of The SiSTARhood, Soulpreneur Lead From The Heart, The High Vibe Society and Glowgetterstar-Mind, Body, Soul, Beauty.

Carol has coached and published hundreds of people globally including solo authors and compilation books. She has had 17 books launched, including 11 compilation books, all ranking Bestseller plus on Amazon.

Some books have been ranked in the International Bestseller category and No. 1 International Bestseller category. She has multiple books coming out in 2022 and 2023.

Carol has created a unique program called “Unleash Your Inner Author.” Using multi-disciplinary techniques and different modalities with each individual, she helps people not only become published authors but also tell their stories in a powerful and transformational way.
Carol has been recognized many times over the years for her contribution. Notably, she is a two-time recipient of the Brilliant Minded Women Award and is recognized as one of the “Top 100 Women in Canada.” This honor is recognized by the Prime Minister of Canada. Carol received her Honors Bachelor of Arts degree, with a specialty in mass communications, and has been a soulpreneur for more than 40 years.

She has had numerous appearances on radio, TV, podcasts, stages, summits, and in articles, including a feature in Thrive Global.

At Star House Publishing Inc. and Soulfully Blonde, she is actively building, leading, supporting, and empowering others.

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Gina Creson, Real Estate Agent & Owner of Southern Grace Homes Interviewed on Influential Entrepreneurs Podcast About the Right Time to Consider an Active Adult Community

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Gina Creson, Real Estate Agent & Owner of Southern Grace Homes Interviewed on Influential Entrepreneurs Podcast About the Right Time to Consider an Active Adult Community

Published on June 24, 2022

Gina Creson discusses living in an active adult community.

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes-when-is-the-right-time-to-consider-an-active-adult-community/

Gina explained: “There is no one answer to this question since everyone’s situation is different. However, some general things to remember might help you decide if an active adult community is right for you. For example, an active adult community could be a great option if you are retired or nearing retirement age. These communities are designed for people 55 and older, offering a variety of amenities and activities that can appeal to this age group. An active adult community could be a good fit if you want a maintenance-free lifestyle and social opportunities.

Another thing to consider is your health. If you’re in good health and can live independently, an active adult community could be a great option. However, an active adult community might not be the best choice if you have health issues requiring regular care or assistance. Lastly, consider your personal preferences. Do you want to live in a quiet community with few people, or do you prefer a more lively and social community? There’s no right or wrong answer, but thinking about what you want in a community will help you narrow down your options.

If you’re considering an active adult community, assess your situation and what you’re looking for in a community. An active adult community could be an excellent option for many people, but it’s essential to ensure it’s the right fit for you.”

Stephanie R. says: “Gina is a pleasure to work with. She is attentive to her customers’ needs, sincere, and thorough every step of the way. I will use Gina again when the occasion arises to buy or sell a home.”

About Gina Creson

Gina helps clients achieve their goal of homeownership one HOME at a time. She provides personalized service and guides her clients through the emotional journey of buying and selling. She has acquired knowledge and experience in all aspects of real estate by working with home sellers, first-time homebuyers, move-up homebuyers, distressed properties, short sales, and new construction. She listens to her client’s goals and always puts their needs first. She works with the latest technology and a seasoned team of professionals who can address every need, from financial planning to lifestyle coaching. She also specializes in helping clients downsize as they transition from their family home to a smaller retirement home.   She also has extensive knowledge of the active adult communities in the greater Charlotte area and what makes each unique. All of this combined ensures that you have a great experience.

Learn More: https://www.southerngracehomes.net/

 

 Recent news and interviews:

Gina Creson, Real Estate Agent & Owner of Southern Grace Homes

 https://authoritypresswire.com/gina-creson-real-estate-agent-owner-of-southern-grace-homes-interviewed-on-influential-entrepreneurs-podcast/

Gina Creson, – Selling Homes for Maximum Dollar

https://authoritypresswire.com/gina-creson-real-estate-agent-owner-of-southern-grace-homes-selling-homes-for-maximum-dollar-interviewed-on-podcast/

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Mark Rodgers, Owner of Trailstone Insurance Group, Announced New Podcast on The Business Innovators Radio Network called “Colorado Real Estate Leaders.”

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Mark Rodgers, Owner of Trailstone Insurance Group, Announced New Podcast on The Business Innovators Radio Network called “Colorado Real Estate Leaders.”

Published on June 23, 2022

Rodgers said about their new podcast, “We will be bringing you interviews with Colorado’s BEST real estate and mortgage professionals. Empowering you to understand the current trends in the housing market so that you make the American Dream YOUR reality!”

The real estate industry is ever-evolving, and the podcast creates an energetic space for many conversations, views, and words of wisdom from seasoned professionals in the field, as well as listeners curious about the industry and the home-buying process.

Rodgers continued, “Buying a home is an exciting time, but there are so many things that can be confusing; we do not want choosing the best homeowners insurance to be one of them! Trailstone Insurance prides itself on making our mortgage and real estate agent partners look like trusted advisers to their clients by providing the highest level of service to them through the homebuying process.”

Listen to the latest episodes on the featured show page and subscribe to the podcast on top podcasting platforms!
https://businessinnovatorsradio.com/colorado-real-estate-leaders/

Rodgers said, “so many times in a real estate transaction, missing a deadline causes more than a delay; it can cause huge financial penalties. We deliver fast on-time quotes and policies to our clients so that they never miss a deadline!”

Trailstone Insurance Group is an independent insurance agent that represents multiple insurance companies, which sets them apart from corporations that are limited to one. Because they are not locked into just one insurance company, the best options for coverage and the best pricing are available. Having access to over 40 insurance companies means when rates go up with one company, Trailstone can move their clients’ insurance to a better, and more customized, option…in fact, they have an entire department in their agency focused on just renewals and finding the best coverages! There is no charge to use their service; the insurance carriers pay them.

Dave Ramsey has endorsed Trailstone Insurance Group. Rodgers commented, “It took us years to pass Dave’s vetting process. We had to prove to Dave’s team that we have the ‘Heart of a Teacher’ in our selling approach with our clients. This means we put your needs first before ours or the insurance carriers. Insurance agencies cannot purchase Dave’s endorsement; it must be earned. To ensure we are continually improving, Dave’s team does monthly training with the leadership here at Trailstone Insurance and asks for feedback directly from our customers.”

Learn More: https://trailstoneinsurancegroup.com/

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