Podcast
143: FTC Ruling Life Insurance Strategies, and Small Business Insights with Mark Clark
In this episode of the Axiom Podcast, host Devin Dash and co-host Joey Brannon sit down with Mark Clark, partner at Prestige Planning RM. Mark shares his journey from corporate America to becoming a financial advisor with a passion for people. The conversation delves into the practical applications of life insurance for small business owners, the impact of recent FTC rulings on non-competes, and innovative strategies to attract and retain key employees. Tune in to discover how life insurance can be a versatile tool in your financial planning arsenal.
142: Unlocking the Secrets of Successful Business Exit Planning (Part 2)
In part 2 of Successful Exit Planning, host Devin Dash and CEPA Cameron Earhart discuss common challenges in transitioning to second or third-generation leadership and offer practical advice for successful business succession.
141: Unlocking the Secrets of Successful Business Exit Planning (Part 1)
In our latest episode of the Axiom podcast, host Devin Dash dives deep into the intricacies of business transition and exit planning with CEPA expert Cameron Earhart. Cameron shares invaluable insights on how business owners can navigate the complex process of exiting their businesses, ensuring a smooth transition that aligns with their goals and legacy aspirations.
140: Navigating Challenges and Embracing Opportunities
In this episode, Joey and Jaime discuss the hurdles women face in leadership, from balancing career and family to navigating pandemic disruptions. Jaime emphasizes the importance of self-advocacy and leading with empathy, highlighting the transformative impact on team performance. This conversation inspires women to overcome obstacles and thrive as leaders.
139: A Vision for Excellence (Part 2 of 2)
This week, join us for part 2 of our conversation with Jesse Curry and Robbie Monday. With a commitment to vision and core values, Robbie highlights how influential values and vision are in acquiring the right team members, including himself. Jesse shares how leadership and a strong team enabled Roofing by Curry to create a program to provide free roofs for their community. Curry Cares now provides families that have fallen on hard times with the new roof they need.
138: A Vision for Excellence (Part 1 of 2)
Roofing by Curry is one of the largest privately owned, family-run, residential roofing companies in Sarasota County. Founded almost 40 years ago, the company started with the goal of providing the best customer experience possible in the roofing industry. As you listen to Roofing by Curry’s story, discover what it takes to build a company that inspires team engagement and loyalty, while providing worry-free experiences for the community over and over again.