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Copernicus Radio

Copernicus Radio

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Please note that this BTR account is now inactive. You can access all of my interviews, including full transcripts, at http://www.stevesaenz.com/interviews.html

On-Demand Episodes

About This Week's Show Psssssssst.... Come in closer. Bill is exposing the cheat codes for work and sharing them just with you. Once you know how to hack your work, everything’s up for grabs — how you work, when and where you work, how... more
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Maria Forbes has re-energizing the vision of independent business owners for over 25 years. Maria brings awareness to the unique capabilities of the business and integrates them into the business planning process. She is a... more
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Wealthy families and executives often have a team of investment, tax and estate-planning experts to help them structure complex financial plans. Now some are turning to a new breed of advisers to steer them through another thicket:... more
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One of the challenges financial planning firms have when implementing technology solutions is finding someone in their area who understands both technology and the unique needs of a financial planning firm. Trumpet Inc. is... more
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Mind Map “X” Factor About This Show How to use mind maps as the primary structure to illustrate a client's overall financial, estate, tax, investment and other important issues. Through the use of these mind maps "shadow work" is clearly... more
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Best Practices for Sustainable Stewardship by Marty Jensen, Executive Director - Association Of Insurance And Financial Specialists About Our Guest Marty has over twenty-five years of experience developing and marketing... more
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About This Week's Show Position yourself at the forefront of one of the fastest-growing segments of the financial planning industry: personal legacy planning. Personal legacy planning takes financial planning and even estate... more
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On this week's show, industry veteran Steve Winks discusses the Dodd–Frank Wall Street Reform and Consumer Protection Act and its impact on the financial services industry. About Our Guest Steve is the Founder and Chairman of... more
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Lewis Walker is president of the financial planning firm, Walker Capital Management Corp., Norcross, GA. A graduate of the third class from The College of Financial Planning, Lewis has been a pioneer, leader, speaker, writer, and... more
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About This Week's Show Santi Company is a family company making investments in transformative companies and playing a direct role in wealth transfer transformation. About Our Guest John D. Santi Sr. CIMA | Santi Company, LLC... more
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