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PODCAST

Sterling Insights

Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while

business marketing

All Episodes

35:05

Episode 27: Navigating Financial Storms

Sterling Insights ·

2025/05/28

What if your financial advisor truly understood your life—not just your money? In this episode of Sterling Insights, Roger sits down with Melissa Bouchillon, Co-Founder of SoundView Wealth Advisors and a Certified Financial Planner with over 20 years of experience. Together, they explore the power of holistic financial planning, sharing valuable insights and practical tips for building lasting wealth across generations. Melissa draws from her extensive background in both education and finance to

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28:18

Bonus: Transforming Business Success: Financial...

Sterling Insights ·

2025/05/22

Ever wonder what it really takes to run a stress-free, fully compliant small business without drowning in paperwork? This episode is your inside look at how to make that a reality.In this episode of Sterling Insights, guest host Charles Trakas sits down with Candy Messer, founder of Affordable Bookkeeping and Payroll Services. Together, they explore what it takes to build and scale a service-based business with a focus on financial compliance, team empowerment, and client peace of mind. Candy

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31:18

Episode 26: Unlocking Wealth: Strategies for High Net...

Sterling Insights ·

2025/05/21

Are your high-net-worth clients truly getting what they need — or are they part of the 60% looking to switch advisors?In this episode of Sterling Insights, Roger sits down with Paul Lofties, elite advisor strategist at CEG Worldwide. Together, they explore the massive shift in the expectations of high-net-worth entrepreneurs and what elite financial advisors must do to rise to the occasion. Paul draws from cutting-edge research and decades of experience to discuss how affluent entrepreneurs are

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26:17

Bonus: Navigating the Art of Accounting

Sterling Insights ·

2025/05/15

What if cleaning up messy finances could feel as satisfying as creating a work of art? Tune in to hear how one expert turns tax chaos into clarity!In this episode of Sterling Insights, guest host Charles Trakas sits down with Karen Cassidy, Enrolled Agent and Founder of Cassidy Accounting. Together, they explore how small business owners can get a handle on messy books, avoid tax pitfalls, and prepare for financial success, sharing valuable insights and practical tips for listeners. Karen draws

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43:48

Episode 25: Unveiling the Quantum Leap from Physics...

Sterling Insights ·

2025/05/14

Can a Bond Help You Transfer Millions Tax-Free? In this episode of Sterling Insights, Roger sits down with Edward Condon, founder of Regatta Advisors and creator of Structured GRAT. Together, they explore how structured investments can be used within Grantor Retained Annuity Trusts (GRATs) to efficiently transfer wealth while minimizing gift taxes. Ed draws from his decades of experience in physics, finance, and structured product development to break down the mechanics and strategy behind this

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30:15

Episode 24: Mastering Creative Real Estate Deals

Sterling Insights ·

2025/05/07

Imagine buying real estate without using banks, large amounts of cash, or putting your personal credit on the line — that's exactly what Chris Prefontaine teaches, and in this episode, he shares the recession-proof strategies behind it.In this episode of Sterling Insights, Roger sits down with Chris Prefontaine, founder of Smart Real Estate Coachand a veteran real estate investor with over 30 years of experience. Together, they explore how to close creative real estate deals without using banks or

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32:28

Episode 23: Unveiling Amazon FBA Success: From Side...

Sterling Insights ·

2025/04/30

What if you could turn a small product idea into a thriving, automated income stream — and eventually sell it for a life-changing exit? This episode unpacks exactly how to do it.In this episode of Sterling Insights, Roger sits down with Neil Twa, CEO of Voltage Holdings and a leading expert in building and exiting Amazon FBA brands. Together, they explore the world of e-commerce entrepreneurship, sharing valuable insights and practical tips for listeners. Neil draws from his extensive experience —

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31:21

Episode 22: The Art of Buying and Selling Businesses:...

Sterling Insights ·

2025/04/23

The Art of Buying and Selling Businesses: Strategies for SuccessWelcome to Episode 22 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Richard Parker and discusses Richard’s successful program on buying and selling businesses. Richard Parker has spent over 30 years helping people turn their dream of business ownership into reality. His renowned program, How To Buy A Good Business At A Great Price, has

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33:32

Episode 21: Franchise Maven: Unveiling Lucrative...

Sterling Insights ·

2025/04/16

Welcome to Episode 21 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Gregory Mohr and discusses opportunities in franchising and the benefits of owning a franchise.Gregory Mohr is a Wall Street Journal Best Selling author, entrepreneur, and founder of Franchise Maven. A former engineer turned franchise expert, Gregory has helped over 260 people launch 500+ franchise territories. Through his books and

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45:17

Episode 20: Mastering E-commerce Fraud Protection

Sterling Insights ·

2025/04/09

Mastering E-commerce Fraud ProtectionWelcome to Episode 020 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Dylan Gaines and discusses the importance of fraud protection in e-commerce. Dylan Gaines is the President and co-founder of International Payments Solutions (IPS), a boutique firm specializing in payment processing. With over two decades of industry experience, he launched IPS in 2005 with Chris

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32:43

Episode 19: Boosting Conversions: Actionable...

Sterling Insights ·

2025/04/02

Welcome to Episode 19 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Luke Acree and discusses effective email marketing strategies.Luke Acree is a leadership expert, lead generation specialist, and referral marketing authority who believes strong relationships drive business success. As president of ReminderMedia, he has led the company to over $300 million in sales and secured its place on the Inc. 5000

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30:23

Episode 18: Navigating the Shifting Tides of the...

Sterling Insights ·

2025/03/26

Navigating the Shifting Tides of the Stock MarketWelcome to Episode 018 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Nic DeAngelo and discusses the shrinking stock market. Nic DeAngelo, known as the "Fixed Income GOAT" in real estate circles, manages a $206M+ portfolio and brings a unique blend of economic insight and real estate expertise to every conversation. As CEO and Founder of Saint Investment

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28:54

Episode 17: Unlocking the Power of Referrals:...

Sterling Insights ·

2025/03/19

Unlocking the Power of Referrals: Strategies for Financial AdvisorsWelcome to Episode 017 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Bill Cates and discusses marketing and referrals within the financial services industry. Bill Cates is a leading expert in referral-based marketing and client acquisition. As president of Referral Coach International, he has spent over 30 years helping financial

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33:41

Episode 16: Elevating Financial Advisory: Strategic...

Sterling Insights ·

2025/03/12

Elevating Financial Advisory: Strategic Seminars and Marketing Insights Welcome to Episode 016 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Maribeth Kuzmeski and discusses strategic planning and tailored strategies for financial advisors. Dr. Maribeth Kuzmeski is the President of Red Zone Marketing, a business growth consulting firm focused solely on the financial services industry. Maribeth has written

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21:46

Episode 15: Strategic Financial Planning for...

Sterling Insights ·

2025/03/05

Strategic Financial Planning for Pre-Retirees and RetireesWelcome to Episode 015 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Will Rodriguez and discusses personalized wealth management strategies for pre-retirees and retirees. Will began his career in the wealth management field in 2012 while working for a large, multi-national firm. It was there that he developed his passion for financial planning

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34:49

Episode 14: Maximizing Wealth with Whole Life Insurance

Sterling Insights ·

2025/02/26

Maximizing Wealth with Whole Life InsuranceWelcome to Episode 014 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Tom Wall and discusses the shift from wealth accumulation to strategic asset spending in retirement. Tom Wall has spent 21 years specializing in whole life insurance, starting as an award-winning advisor with Northwestern Mutual before moving to MassMutual. He later held leadership roles in

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53:51

Bonus: Unveiling the Secrets of Gold Mining

Sterling Insights ·

2025/02/19

Unveiling the Secrets of Gold MiningWelcome to a bonus episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with John Doody and discusses gold mining stocks. John Doody stands as the world's foremost independent analyst in the gold mining industry, renowned for his in-depth insights and expertise. With a solid academic foundation in economics from Columbia University and an MBA in finance from Boston

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29:35

Episode 13: Building Wealth, Finding Happiness: The...

Sterling Insights ·

2025/02/12

Building Wealth, Finding Happiness: The Thrive Wealth Management ApproachWelcome to Episode 013 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Steve Erfle and discusses Thrive Wealth Management’s focus on client relationships, tailored strategies for executives, and using wealth for happiness and impact. Steve Erfle, CFP® and CDFA®, is a financial planner helping individuals and families gain confidence

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29:35

Episode 12: Achieving Business Growth Through...

Sterling Insights ·

2025/02/05

Achieving Business Growth Through Entrepreneurial Operating SystemWelcome to Episode 012 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Jamie Cornehlsen and discusses implementing the Entrepreneurial Operating System Jamie’s entrepreneurial spirit sparked early—at 10, he sold coffee and donuts to drivers during the 1979 oil embargo. In 2001, he built a mutual fund business, scaling it to $219 million with

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33:57

Bonus: Balancing Passion and Professional Growth in...

Sterling Insights ·

2025/01/29

Balancing Passion and Professional Growth in FinanceWelcome to Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Susan Chesson and discusses professional growth. Susan is a wealth advisor at Buckingham Strategic Wealth, providing comprehensive investment management and advanced financial planning to high net worth individuals and families. She also serves on Buckingham's Advisory Council and is a former member of the Investment

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94 results

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