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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

Published on June 20, 2022

Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally.

Questions covered in this interview include:

  1. What is the client experience like?
  2. Who facilitates each step of the process?
  3. What is the process for this robust referral relationship?

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-the-family-office-client-experience/

Todd explained, “The Proactive Planning Process is an entirely different experience than a traditional tax-prep revolving around deadlines and compliance; this is a year-long relationship with a proactive, forward-looking approach. Our 5-Step Process includes: Diagnostic, Develop Team,  Deeper Dive, Educating on Options, Implement, Review/Repeat.”

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/

Other News Stories:

Level 5 Financial Serves CPAs

https://authoritypresswire.com/todd-smith-cfp-chfc-ctm-cltctm-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-interviewed-on-influential-entrepreneurs-podcast/

The Level 5 Financial Family Office Ecosystem

https://authoritypresswire.com/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/

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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Medi-Share Earns 2022 Great Place to Work Certification®

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Medi-Share Earns 2022 Great Place to Work Certification®

Published on July 1, 2022

Christian Care Ministry/Medi-Share, the nation’s leading health care sharing ministry, is proud to be a Certified™ by Great Place to Work®

Christian Care Ministry/ Medi-Share, is proud to be Certified® by Great Place to Work® for the third year in a row. The prestigious award is based entirely on what current employees say about their experience working at Christian Care Ministry. This year, 81% of employees said it’s a great place to work.

Great Place to Work Institute has honored Christian Care Ministry with certification as a Great Place to Work. The certification process involved surveying 100% of employees from across Christian Care Ministry locations and evaluating more than 60 elements of team members’ experience on the job. These included employee pride in the organization’s community impact, belief that their work makes a difference, and feeling their work has special meaning. Rankings are based on employees’ experiences, no matter who they are or what they do.

“We applaud Christian Care Ministry for seeking certification and publicly sharing its employees’ feedback,” said Dr. Jacquelyn Kung, of Great Place to Work’s senior care partner Activated Insights. “These ratings measure its capacity to earn its own employees’ trust and create a great workplace for high performance.”

“We are excited to become Great Place to Work-Certified® for the third year in a row as our employee culture and experience is a top priority every day,” said Christian Care Ministry/Medi-Share CEO Scott Reddig. “Our team of dedicated employees at Christian Care Ministry is not just the backbone, but the heart of our ministry. We celebrate and thank them for all they do every day for our members.”

Mr. Reddig continued, “As a ministry, I really appreciate that some of the highest scores we received were in the areas of feeling welcome and cared about, as well as the unique nature of working in an environment where prayer is a priority.” 

According to Great Place to Work research, job seekers are 4.5 times more likely to find a great boss at a Certified great workplace. Additionally, employees at Certified workplaces are 93% more likely to look forward to coming to work, and are twice as likely to be paid fairly, earn a fair share of the company’s profits and have a fair chance at promotion.

“It was very encouraging to see that as we weathered and came through the pandemic and adapted to a hybrid workplace, our employees felt valued and appreciated. Our culture continues to grow more strongly positive, and I know that will help us attract quality employees now and, in the future,” explained Christian Care Ministry’s Chief People Officer, Tony Webster.

Christian Care Ministry is HIRING!

Looking to grow your career at a company that puts its people first? Visit our careers page at mychristiancare.org/careers. For additional information visit Christian Care Ministry on LinkedIn.  

About Christian Care Ministry/ Medi-Share: 

Christian Care Ministry (CCM), a not-for-profit 501(c)(3) corporation, based in Melbourne, FL, operates the Medi-Share program, a Christian health care sharing program that provides an affordable alternative to health insurance for faith-based consumers. Founded in 1993, Medi-Share currently serves over 400,000 members across America. For more information about Christian Care Ministry, Visit: https://mychristiancare.org/ 

About Great Place to Work Certification®

Great Place to Work® Certification™ is the most definitive “employer-of-choice” recognition that companies aspire to achieve. It is the only recognition based entirely on what employees report about their workplace experience – specifically, how consistently they experience a high-trust workplace. Great Place to Work Certification is recognized worldwide by employees and employers alike and is the global benchmark for identifying and recognizing outstanding employee experience. Every year, more than 10,000 companies across 60 countries apply to get Great Place to Work-Certified. 

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Charles “Walt” Wilson, Retirement Strategist, Interviewed on Influential Entrepreneurs Podcast Discussing Permanent Life Insurance Strategy for Stretching Retirement Funds

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Charles “Walt” Wilson, Retirement Strategist, Interviewed on Influential Entrepreneurs Podcast Discussing Permanent Life Insurance Strategy for Stretching Retirement Funds

Published on July 1, 2022

Walt Wilson discusses the key elements that deplete retirement assets:

  • Taxation
  • Depreciation
  • Inflation
  • Government Regulation
  • Volatility

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-permanent-life-insurance-strategy-for-stretching-your-retirement-funds/

Several strategies can be used to make retirement funds last longer. One such method is to use permanent life insurance to supplement income.

Permanent life insurance policies have a death benefit paid out to beneficiaries upon death. This death benefit can help cover expenses such as funeral costs and outstanding debts, or it can provide a financial cushion for your loved ones.

In addition to the death benefit, permanent life insurance policies also have a cash value component. This cash value grows tax-deferred and can be accessed via policy loans or withdrawals. The money withdrawn from the policy’s cash value is not subject to income tax. This makes permanent life insurance an attractive option for those looking for a way to supplement their retirement income. Policy loans can be used to cover expenses such as travel, healthcare costs, or even just day-to-day living expenses. When structured properly, a permanent life insurance policy can be a valuable tool for stretching retirement funds.

Walt explained, “How many opportunities have simply passed you by because you were not aware of them”? Awareness of these opportunities could be right in front of you. These opportunities are so critical to your financial future that I feel I have an obligation to discuss them with you. I would like to congratulate you on making some of the decisions you have made in your life. Your decisions were made on information that you had at the time. Today, if you were given more knowledge to re-evaluate some of your past decisions, would you? A conversation over the phone will help you understand current economic trends and shifts at this time.”

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/

 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.

Recent news and interviews:

Discussing the Key Employee Benefits Strategy

https://authoritypresswire.com/charles-walt-wilson-retirement-strategist-discussing-the-key-employee-benefits-strategy-interviewed-on-influential-entrepreneurs-podcast/

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Brandon Stevens, Founder, and CEO of Scoutr, Interviewed on Inspired Business Leaders Podcast

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Brandon Stevens, Founder, and CEO of Scoutr, Interviewed on Inspired Business Leaders Podcast

Published on July 1, 2022

Brandon Stevens discusses how he helps companies build their teams through advanced recruiting methodologies.

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/ep-2-interview-with-brandon-stevens-founder-and-ceo-of-scoutr-with-nick-bour-founder-of-inspire-wealth/

The traditional hiring process is no longer effective in today’s rapidly changing labor market. The application, resume, and recruiter-driven hiring processes are outdated and no longer produce the best results.

Organizations are now turning to a dynamic matching algorithm that introduces people analytics at the beginning of the application process. This new methodology shift is based on the premise that the best candidates are not necessarily the ones who submit the best applications or have the most impressive resumes. Instead, they are the ones who are the best match for the specific job opening.

By using people analytics, organizations can identify these ideal candidates and increase their chances of making a successful hire. In addition, this new process is more efficient and saves time and money by eliminating the need to screen hundreds or even thousands of applications.

Stevens explained that: “Scoutr represents a methodology shift from the outdated application, resume, and recruiter-driven hiring processes to a dynamic matching algorithm that introduces people analytics to the beginning of the application process. We provide a drastically improved candidate experience that empowers you to show the complete picture of yourself as a candidate. We give companies the data they need to make confident hiring decisions quickly while avoiding the wasted time, excess cost, and damage to employer branding that comes with traditional hiring methods. Nobody knows your company like you and your current team, so why trust anyone else to recruit for you? Let Scoutr give you the technology and expertise to amplify your employer brand and grow with an amazing team that drives brand positivity, fulfills your mission, and embraces your culture. An empowered team will bring in more customers and make your company more attractive to talent. This is the Future of Team and Work!”

About Brandon Stevens

Brandon brings over 20 years of sales, marketing, and finance experience to Scoutr, along with leadership and management skills. Brandon has worked in banking, wholesale/retail/commercial lending, Staffing/Recruiting, and IT. He has a passion for process improvement, analytics, and creating solutions that solve complex problems.

He has worked with small startups, medium-sized businesses, and larger enterprise businesses throughout his career. He has a passion for finding ways to improve the quality of products and services. After years of marketing and sales-focused in banking/finance, he shifted to the technology world and helping companies build their teams through advanced recruiting methodologies. After a few years in recruiting, he discovered a way to more appropriately display companies and candidates to one another. Through thousands of candidate interviews and hiring manager interactions, Scoutr was born!

Learn more: https://www.scoutr.team/about-scoutr

https://www.linkedin.com/in/brandonstevens-teambuilder/

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