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

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: What is the client experience like? Who facilitates each step of the process? 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…

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Matt Dayton, Realtor at Matt Dayton Real Estate, Interviewed on Colorado Real Estate Leaders Podcast

Matt Dayton discusses his experience as one of the top 10% realtors in Summit County working in land development projects, luxury home sales, and resort sales. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-matt-dayton-realtor-at-matt-dayton-real-estate/ Colorado Home Seller, Marti says: “Having never sold a home on my own, Matt gave me great advice regarding preparing my house for the sale and offered me valuable information on what I could expect, … Having grown up in Breckenridge, Matt knows the county well and the constantly changing market, whether you…

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Author and Business Strategist Herman Bezuidenhout Hits Five Amazon Best Seller Lists with “Is This Place Too Small For Me?”

“Is This Place Too Small For Me?” by Herman Bezuidenhout, reached Number One on Amazon.com’s Best Seller List in the Business Consulting, Information Management, Business Development & Growth, Business Planning & Forecasting, and Sales and Selling Techniques categories on May 5th, 2022.

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‘The Evolution of Dog Training’ No. 1 Author Shannon Riley-Coyner Appears at Bank of Books in Santa Paula on April 30

Shannon Riley-Coyner will be signing her best-selling book The Evolution of Dog Training: From Choke Chains to Clickers, Uncovering the Secrets of Having a Well-Behaved Dog from 12:30 p.m. to 2:30 p.m. PDT on Saturday, April 30th at Bank of Books at 820 E. Main St., Santa Paula, California.

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