Succession Success Podcast Episode 18
How can employees be a part of the owner’s succession plan? We discuss it with Lazear Capital’s own Jeremy Garrett and Jeff Jamerino. They specialize in sell-side transactions with a focus on Employee Stock Ownership Plans (ESOPs) for companies across the United States. FAI’s own Matt Dery is the host. Here is the latest Q5 Experience podcast: Video:
Read MoreInside Financial Architects Podcast Episode 19
How has the financial industry changed over the past few years? We caught up with Financial Architect Asalyn Coachman to get her thoughts on the industry, her clients, her approach to helping people live a life of freedom, and how technology has changed her business model. Asalyn is an incredible advisor who has a big heart and…
Read MoreFAI Looking to Grow (Video)
Over the past year Financial Architects has developed a growth strategy that will enhance the company’s reach and continue to put our clients at the center. We are looking to add advisors to our team with the opportunity to collaborate with experienced financial professionals. Do you know of any advisors that are looking to make…
Read MoreWATCH: Living The LifeMethod Podcast Episode 18
What is the path to becoming a country music artist? From the Midwest to Nashville, our guest today Teddy Robb shares his story on this week’s episode with our host Matt Dery. Teddy talks about his dream of having a recording contract and putting out hit songs. The pressure that is involved and where he got his start…
Read MoreFinancial Architecture Designations Video
When it comes to your money decisions, sometimes uneasy times appear. This is where we can help you. What can we do? Watch this:
Read MoreFAI’s Chris Ball has a Video Message for Special Needs Families
The Q5 Experience: Transformation Through Value Creation
Video: We here at Financial Architects continue to expand our horizons and have linked up with John Carter from Absolute Succession and John and Danette Bell from Empowering Futures, LLC to help form The Q5 Experience. A business exit planning group that works closely with baby boomer business owners. Check out our introductory video, which…
Read MoreFAI Stock Term Update
With a lot of talk over the recent weeks about the stock market and a “short squeeze”, our own Mike Kucera put this video together to explain what this this term means and how it may affect clients’ portfolios.
Read MoreBusiness and Community Leaders Roundtable – Episode 13
The Empowering Futures Podcast Network brings you the 13th installment of this business and community leaders roundtable. Matt Dery chats with three local students who are marking their mark as young entrepreneurs despite these tough times. Meet Miles Hickman, Ava Kehoe, and Noah Tylutki. For more information, contact Matt at mdery@financialarch.com.
Read MoreBusiness and Community Leaders Roundtable – Episode 12
The Empowering Futures Podcast Network brings you the 12th installment of this business and community leaders roundtable. Matt Dery chats with Restaurant owners Isaiah Sonjeow of Khom Fai in Macomb and Erich Lines from Union Joints. How are their dining spots surviving during this crisis? For more information, contact Matt Dery at mdery@financialarch.com.
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