Liz Goll Lerner is a distinguished communication expert, psychotherapist, life coach, author, speaker, and artist who leverages her deep credentials in psychology, communication, and energetics to guide individuals and organizations through major transformative stages.

With multi-decade experience working across diverse industries and personal circumstances, Liz has developed a powerful platform that empowers people and businesses to navigate change with resilience, clarity, and optimism. Her passionate mission is to ensure that every conversation—from the bedroom to the boardroom—creates a world we all truly want to live in through a strategic, holistic approach.

https://yourinspiredchoices.com/

Source: https://businessinnovatorsradio.com/liz-goll-lerner-communication-expert-mark-stephen-pooler

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach.

The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.



Learn more: https://weriaadvisors.com/
Buy the book at www.LaughWhenTheMarketCrashes.com
Advisor Coaching at www.StrategicWealthLegal.com

Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.
All investments involve risk; please consult with a financial advisor prior to investing.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-estate-planning-blind-spot

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach.

The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.



Learn more: https://weriaadvisors.com/
Buy the book at www.LaughWhenTheMarketCrashes.com
Advisor Coaching at www.StrategicWealthLegal.com

Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.
All investments involve risk; please consult with a financial advisor prior to investing.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-tax-blind-spot

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach.

The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.

Learn more: https://weriaadvisors.com/
Buy the book at www.LaughWhenTheMarketCrashes.com
Advisor Coaching at www.StrategicWealthLegal.com

Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.
All investments involve risk; please consult with a financial advisor prior to investing.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-investment-blind-spot

Steven Phillips, CPA, is a financial professional with a background in public accounting and extensive experience in tax planning, retirement strategies. He works with individuals, families, and business owners to develop coordinated financial strategies focused on tax efficiency, sustainable retirement income, and long-term wealth preservation. Steven is known for combining his accounting expertise with practical financial experience to help clients make informed decisions and build greater financial confidence.

Lear More: https://www.ccgcpas.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steve-phillips-managing-partner-of-ccg-cpas

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.

Financial security in retirement isn’t just about numbers—it’s about peace of mind. I’m here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.

Learn More: https://retirementheroes.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer-2

Bradford W. Tilden is a best-selling author, composer, and master sound healer, as well as one of the leading Universal White Time Gemstone Healing Teachers in North America. As the founder of Crystal Music Healing, Bradford integrates music, sound, crystals, and advanced energy modalities to create transformative experiences that activate human potential and accelerate spiritual evolution. His passion lies in inspiring and guiding others to step fully into their unique gifts and authentic divine expression. His healing music can be listened to on all streaming platforms.

www.CrystalMusicHealing.com

Source: https://businessinnovatorsradio.com/bradford-w-tilden-sound-healer-mark-stephen-pooler

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.

Financial security in retirement isn’t just about numbers—it’s about peace of mind. I’m here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.

Learn More: https://retirementheroes.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.

Financial security in retirement isn’t just about numbers—it’s about peace of mind. I’m here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.

Learn More: https://retirementheroes.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-achieving-financial-clarity-and-peace-of-mind

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.

Financial security in retirement isn’t just about numbers—it’s about peace of mind. I’m here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.

Learn More: https://retirementheroes.org/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-reducing-unnecessary-risk-in-financial-planning

Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well as providing advisors with unique viewpoints to every situation that might arise in the growth of your practice.

His years in senior management with a national independent marketing organization gives Robe firsthand knowledge of the obstacles a producer encounters, as well as the steps to take in moving beyond them. His dedication to service is what sets him apart from other marketers. Accessibility, enthusiasm, and personalized service are my trademarks. In 2018, a hand-picked group of advisors were chosen to develop Advisor Mentorship Program (AMP) to link themselves to a network of successful advisors across the country and share best practices. This program helped our advisors double their production collectively as a group. In 2019, this same group of advisors grew their business an additional 25%., 2020, up 23%, 2021 up 24% and 2022 up 34%.

If you are an independent advisor establishing a practice based on integrity, leadership, and growth, then a relationship with Simplicity InsurMark and his team should be on your immediate “to do” list. They are dedicated to you, the independent advisor, and everything they do is committed to making sure you have the resources and support necessary to provide the very best solutions to their clients, and their practice. Are you ready to catapult the business to the next level—and beyond? Then they invite to meet their team and customize a growth plan suited especially to you. At Simplicity InsurMark, it’s about people, it’s about relationships and it’s about the long-term. Give them a call, let’s learn more about each other and see if there.

Learn more: http://insurmark.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rob-rickard-vp-senior-advisor-development-consultant-with-simplicity-insurmark-discussing-how-to-scale-your-practice-without-losing-your-sanity