In this episode, we discuss how a uniquely interesting upbringing, the power of inclusion and intentionally creating space for others enabled a 2-time CEO to assemble a team to raise the visibility of a $2B endeavor for a Fortune 500 Company.

#SaulGomez #DrOrionWelch #StrategicAdvisorBoard #inclusivityeqpodcast #eqpodcast #veteran #JimSpearman #inclusion #entrepreneurship #leadership

For more go to: https://www.strategicadvisorboard.com/

Connect:

Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board/

Saul Gomez: https://www.linkedin.com/in/saulgomez

Jim Spearman

X: https://twitter.com/BizLeaderOne

Facebook: https://www.facebook.com/jim.spearman.7

LinkedIn: https://www.linkedin.com/in/jim-spearman-mba-014a621/

In this inspiring episode of Moments With Foo, join us as we interview Sergio C. Garcia, the nation's first undocumented attorney. Sergio's story is a testament to the power of persistence, hard work, and the unwavering support of family and faith. Despite the challenges of being undocumented, Sergio built a thriving law firm worth $15 million, starting with just a cell phone, a laptop, and $30 in the bank. His relentless networking and determination led to a landmark victory, changing California law to allow undocumented professionals to obtain licenses. Beyond his legal career, Sergio is a dedicated philanthropist, actively supporting students through the Sergio C. Garcia Foundation.

Don't miss out on Sergio's invaluable insights on leadership, the importance of self-care, and the enduring power of the American Dream. His journey is a living testament that with resilience and a strong work ethic, success is within reach, no matter the odds.

Connect:

Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board/

James Foo Torres: https://www.instagram.com/jameslfoo/

https://www.linkedin.com/in/jameslfoo

Website: https://ImperiumAuthority.com/

Sergio C. Garcia

Facebook: https://www.facebook.com/sergio.c.garcia.5/

Instagram: https://www.instagram.com/undocumentedlawyer/

In this enlightening episode of Successful Minds, we delve into the world of financial efficiency and strategic tax savings with the multifaceted Chris Lake. Chris brings a unique blend of legal and CPA expertise to the table, offering businesses an unparalleled approach to reducing annual taxes and operational costs. Discover how leveraging statutory tax breaks, often overlooked by traditional CPA services focused on compliance rather than savings, can significantly benefit your business.

Chris, a licensed specialist in health and life insurance, also shares insights into creating programs that minimize healthcare-related expenses. Additionally, we explore the potential of R&D credits as a tool for fostering innovation while achieving substantial savings. With over a decade of experience in merchant services, Chris provides valuable advice on reducing credit card processing costs, further emphasizing the comprehensive nature of his financial strategies.

From discussing the integration of health and life insurance into financial planning to unveiling common misconceptions about R&D credits and the importance of optimal corporate structuring, this episode is packed with actionable advice. Whether you're a business owner looking to navigate the complexities of tax savings or an entrepreneur curious about restructuring for efficiency, Chris’s expertise offers a roadmap to financial success.

Tune in to learn how Chris Lake's approach not only diverges from traditional practices but also how it has helped businesses achieve tangible savings, positioning them for sustained growth and success. For SMBs paying significant annual taxes and seeking innovative ways to enhance their financial health, this conversation is the first step toward realizing potential savings and optimizing your business strategy.

Connect:

Strategic Advisor Board: www.linkedin.com/company/strategic-advisor-board

Patricia Baronowski-Schneider: https://www.linkedin.com/in/patriciabaronowski/

https://www.pristineadvisers.com/

Chris Lake

Website: https://www.jnclake.com/

Linkedin - https://linkedin.com/in/chris-lake-jnc

In this episode, Jason Miller is joined by Claire Milligan, CEO of Aimably. Claire Milligan whether she’s helping businesses transform their cloud spending or hitting the slopes as a ski patroller, Claire Milligan thrives on distilling complex problems down to their core issues — and turning these pragmatic findings into groundbreaking solutions. Through a journey spanning marketing, UX, and leadership roles at tech companies like Tallie and SpringAhead, she’s meticulously constructed a diverse skill set built upon hands-on expertise and an unrelenting thirst for knowledge. Now, as the CEO of startup Aimably, she’s applying her unique superpowers to help businesses grow by spending smarter and dramatically reducing their cloud costs. Stay tuned for more!

For more go to: https://www.strategicadvisorboard.com

Connect:

Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board

Jason Miller: https://www.linkedin.com/in/jasontmiller-sab

Claire Milligan

Website: https://www.aimably.com/ | https://www.clairemilligan.com/

LinkedIn: https://www.linkedin.com/in/clairemilligan/

Phillip Lanos welcomes Dr. Anmol Kapoor, a distinguished cardiologist, entrepreneur, and advocate for predictive health and genomics. Dr. Kapoor shares his journey from frustration with traditional heart failure biomarkers to founding Ei, a company aimed at simplifying point-of-care testing for patients at home. He discusses the limitations of labeling medical conditions as 'idiopathic' and emphasizes the need for personalized treatment that caters to individual patient responses.

The conversation also delves into the vital issues of patient health record access and the transformative potential of genomic information in predicting and preventing health problems. Dr. Kapoor explains the innovative approaches his companies are adopting, including a new software technology by Cardiai set to enable real-time genomic analysis starting this May.

Further, they explore the significance of blood-based genetic testing over saliva tests, the development of personalized health plans through DNA analysis, and the critical need for optimizing medicine for women and minorities. Dr. Kapoor, with his extensive background in cardiology, artificial intelligence, and genomics, provides invaluable insights into how modern technology and open data can empower patients and revolutionize healthcare systems globally.

For more go to: https://www.strategicadvisorboard.com

Connect:

Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board

Jason Miller: https://www.linkedin.com/in/jasontmiller-sab

Phillip Lanos: https://www.linkedin.com/in/philliplanos/

Dr Anmol Kapoor

https://cardiai.com/

https://www.facebook.com/DrAnmolSKapoor

https://www.instagram.com/anmolmd/

Join us as we explore a transformative leadership journey with Rocky Romanella, the visionary behind the UPS Stores’ remarkable success. In this episode, Rocky shares how lessons from childhood trips to the Hershey factory inspired a management style centered around transparency and trust. Discover how embracing challenges and maintaining a learner's mindset can lead to profound business insights and personal growth. Tune in to learn how you can apply Rocky's balanced leadership approach to encourage your team to think like customers, feel valued, and act like owners. This episode is a must-listen for anyone looking to enhance their leadership skills and drive meaningful change in their organization.

For more go to: https://www.strategicadvisorboard.com

Connect:

Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board

Chris O'Byrne: https://www.linkedin.com/in/chrisobyrne/

Rocky Romanella

https://www.linkedin.com/in/rockyromanella/

The Inclusivity EQ Podcast champions inclusion in the workplace – and in this thing we call life. We navigate the vast landscape of inclusive practices, bringing you insightful conversations with industry leaders, experts, and trailblazers who are shaping the future of work.

In this episode, we have the privilege of speaking with Michael Richards, a seasoned entrepreneur and business strategist whose passion for community development has guided his remarkable career.

#SaulGomez #MichaelRichards #StrategicAdvisorBoard #inclusivityeqpodcast #eqpodcast #businessstrategist #workplace #inclusion #entrepreneurship #leadership #career

For more go to: https://www.strategicadvisorboard.com/

Connect:

Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board/

Saul Gomez: https://www.linkedin.com/in/saulgomez

Michael Richards

Website: https://www.mhrholdingsllc.com/

Join us on Successful Minds where we delve into the mind of Jeffrey Webber, a distinguished financial advisor, newsletter author, and the maestro of AIM investing. Jeffrey takes us on a journey from his roots as a US Army auditor to developing a unique emotion-free investing strategy. He demystifies the complexities of options investing, addresses common misconceptions, and shares how his generosity in giving away his book aligns with his investment philosophy. Celebrating three decades of his influential newsletter, Jeffrey recounts stories that shaped his methods and explains how LEAPS can be a conservative tool for the new investor. His approach is designed for simplicity, hinging on basic arithmetic to ensure it's accessible to all. As we look ahead, Jeffrey provides insight into how his methods stand up to market changes and offers sage advice for sustaining profitability in your long-term investment journey. Tune in for a masterclass in financial wisdom you won't want to miss!

Connect:

Strategic Advisor Board: www.linkedin.com/company/strategic-advisor-board

Patricia Baronowski-Schneider: https://www.linkedin.com/in/patriciabaronowski/

https://www.pristineadvisers.com/

Jeffrey Webber

Twitter (X) - https://twitter.com/jjjinvesting

Facebook - https://www.facebook.com/jeffreyweber.376

LinkedIn - https://www.linkedin.com/jjjinvestingingservices