Finances
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IAM2663 – Financial Strategist Helps Business Owners with Financial Planning and Legacy Building
In this episode, we have Shona Bell, a Certified Public Accountant and financial strategist, return to discuss an often-overlooked secret…
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IAM2642 – CEO Helps Large‑Scale Business Problems in Finance, Insurance and Retail
In this episode, we have Rohit Garewal, CEO of Object Edge and a veteran of 30 years solving large‑scale business problems in…
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IAM2628 – CEO Helps Businesses Modernize Account‑to‑Account Online Transactions
In this episode, we have Dave Glaser, a two‑decade pedigree in enterprise payments—from early work at CyberSource, through senior roles…
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IAM2606 – Activist and Conscious Investor Empowers People Along Their Money Journeys
In this episode, Kristin Hull, an activist and conscious investor, the founder and CEO of Nia Global Solutions, and Nia…
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IAM2558 – Financial Operations Firm Co-Founder Bridges the Gap Between Founders and Investors
With over a decade of experience at Ernst & Young, where he advised C-suite leaders on M&A, growth, and restructuring…
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IAM2494 – Wealth Builder Helps Clients With Tax Planning and Preparation
Jeff Badu is a licensed Certified Public Accountant (CPA), entrepreneur, and wealth strategist dedicated to helping individuals and businesses build…
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IAM2476 – Day 156: Starting Anew: Embrace Change
Gresham Harkless reflects on the challenges he's facing as a new franchise broker, particularly when candidates encounter unexpected financing obstacles.…
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IAM2460 – Founder and CEO Helps Companies Unlock Business Growth with Fractional CFO Services
Dan DeGolier is the founder and CEO of Ascent CFO Solutions, a fractional CFO firm providing a part-time, flexible way…
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IAM2453 – CEO and Founder Builds an Investment Firm Specializing in Mortgage Note Investing
Chris Seveney, a real estate veteran with 25+ years of experience and the founder of 7e Investments. Chris shares his…
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IAM2437 – Entrepreneur, Investor and Author Passionate About Helping People Become Financially Free
Michael Blank is a successful entrepreneur, investor, and author specializing in apartment investing. He is the CEO of Nighthawk Equity,…
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