Fred Cook MBA, Wealth Advisor and Partner w/CAVU Financial LLC, Interviewed on the Influential Entrepreneurs Podcast Discussing Portfolio Preservation

Fred Cook discusses understanding portfolio preservation and risk management. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation/ Fred Cook, with experience in financial services, points out that investors often lack awareness of the risks within their portfolio, leading them to ask the wrong questions. This lack of…

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Cory Roberson, Founder and CEO of FIN Compliance, Interviewed on the Influential Entrepreneurs Podcast

Cory Roberson discusses the importance of using compliance software and consultants for investment firms.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance/ Investment firms face a constantly evolving regulatory landscape, with new laws and regulations introduced on a regular basis. These changes can be challenging to keep…

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Jim Billington, Managing Director of Wealth Pilots, Interviewed on the Influential Entrepreneurs Podcast Discussing the Retirement FLIGHT Plan

Jim Billington discusses navigating the flight plan: a guide to retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan/  The FLIGHT plan is an acronym for  Future, Lifetime Income, Growth, Hedging, and Taxes that Wealth Pilots incorporates into all their client’s retirement preservation planning process. Overall, retirement…

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