
I’m a quality over quantity type of person.
In a few key words, understand that my story is the driving force behind what I do. I’m lucky enough to work with a handful of employee benefit producers & financial advisors, and many of them I get to call friends. Together, we consult their employer & individual clients on income protection (otherwise known as disability insurance – but that name drives me insane). Most clients have no idea what their income protection situation looks like, and I don’t blame them. Fortunately (or unfortunately), I come from a place where knowing what your income protection policy says is REALLY important; ultimately, it’s because my family lived off those benefits for 20 years while my Dad, a former CPA, battled a rare form of cancer called Esthesioneuroblastoma.
Most advisors know about disability insurance, but they already have their hands full with a client’s health insurance needs or investment portfolio. That becomes their primary focus. I work behind the scenes (and sometimes from the main stage) as their income protection expert, helping them consult & educate their clients. Providing quotes is not my value-add, nor is distributing “sales advice”. If you want to sell a policy to hit quota, please go elsewhere. If you want to have a meaningful conversation with your client, and be a true consultant of their income planning, then you’ll likely enjoy connecting with me. I aim to give every advisor the education & ability to have this conversation with their client, and I provide much of that content here on LinkedIn.
My ultimate goal is for people to understand what they don’t know about their income, whether I’m involved or not. Thank you again for taking the time to read this – if you’d like to connect, please feel free. You can also reach me by email at [email protected]
May 7, 2020
29 min

On this episode we had a chance to sit down with Steven Gabrielsen with Creative Advising. Steven has started one of the most innovative accounting company's and provides more services than just a simple tax return. Turbo tax will not kill the typical accountant it will just force CPA's to adapt and provide more value to the customer. Steven puts a lot of his success on the moment when he was faced with a chance to give up or pick himself up. Adversity is something all entrepreneurs face and in this episode we talk about many tendencies of the entrepreneurial mind.
How to contact Steven:
Instagram: @Steven
Email: [email protected]
Apr 17, 2020
42 min

On this episode of the YES show we had the pleasure of sitting down with one of the owners of Stack Rock Group a landscape architecture firm in Boise Idaho. They have been able to increase their business in a boring industry using social media and it has also helped them accomplish landing jobs all across the US.
You can go follow Stack rock group and Krisjan Hiner:
IG: Stack Rock Group
Twitter: Stack Rock Group
IG: Krisjan Hiner
Twitter: Krisjan Hiner
Oct 25, 2019
47 min

Luca DeGrossi is a Principal at Pioneer Communities, a full-service commercial real estate investment firm focusing on the acquisition and management of manufactured housing communities, self-storage, and multifamily properties nationwide. In addition to acquisitions and investments, Luca owns and operates a real estate digital marketing firm called @RealEstate (@RealEstate on Instagram).
Born and raised in Italy, Luca started his career as an analyst at RPM Development where he oversaw a $1B portfolio of affordable housing assets in NJ, and then transitioned to HKS Capital Partners in Manhattan, a debt, equity, and structured finance shop sourcing and executing in excess of $15B in commercial transactions. Headquartered in New York City, Luca and his partner, Nick Hakim, co-founded Pioneer with the intention of providing affordable solutions to American residents nationwide.
Links:
www.instagram.com/lukedegrossi
www.pioneercommunities.com
Feb 19, 2019
36 min

Website // www.realestatewithtazz.com
Instagram // @realestatewithtazz
Facebook // www.facebook.com/RealEstateWithTazz/
LinkedIn // www.linkedin.com/in/tazz/
Feb 8, 2019
45 min

If you have been waiting for an awakening this next 1 hr is what you need!
On this episode of the YES SHOW we feature some of the most entertaining and influential people in the media space.
Instagram Handles
@cosmic.future
@dmac_1
@casey.levins
Feb 1, 2019
59 min

David Mckinzie is a media communications professional. A formal Boise State football player who is now a television broadcaster, entrepreneur, and TV host. David has always had a creative mind and loves to learn by being around other entrepreneurs.
www.bowtiehustle.com
www.itstimebydmac.com
@dmac_1
Nov 30, 2018
42 min

Lane Abshire has spent most of his life with a camera in his hands, and a vision in his head. Starting from filming with his friends, he has made his way into the professional photography world through religious practice, strategic thinking, and providing value in any way possible. Listen as he shares his story, experiences, and perceptions of media in the entrepreneurial world.
Instragram: @laneabshire
Facebook: Lane Abshire Media
Youtube: Lane Abshire
208-995-0951
Nov 20, 2018
39 min

Marshall cannot start any introduction about himself or what he stands for without first explaining that he is a follower of the Lord Jesus Christ. Everything he does in life has a purpose for Him, and he enjoys every minute of being a Christian. Thanks to Him, he has accomplished many things, and met a vast amount of people along the way. Although Marshall’s journey through life started and continues here in Boise, Idaho, his faith and involvement in sport has taken him many places around the world.
Marshall considers the most important aspect of his personal training regimen the vast diversity of instruction that he received as an elite athlete. While his passion was found in hockey, Marshall received sport-specific personal training from professionals in the fields of football, soccer, basketball, baseball, speed skating, body building, and even power-lifting. When it comes to understanding the clients physical or mental condition, he has no problem letting them know he understands the challenges they are experiencing and what still lies ahead.
Marshall is seeking degrees in Exercise Science and Marketing, and a minor in Psychology. He is a Certified Personal Trainer through multiple distinctions to bring maximal results to his clients. When it comes to creating a program or performing an exercise, one must keep in mind that everyone is different regardless of what science or statistics may say. Marshall’s knowledge in a wide range of sports and instruction has helped him find correct and safe ways to help individuals of all ages achieve their goals and prevent injury.
Oct 25, 2018
31 min

I started out on the Pre-Med route in college and learned very quickly that I hated science and chemistry. At that point I really had no direction and didn’t know what I wanted to do next. That’s when a new $56 million mixed-use development was about to start construction on campus and I knew I had to be a part of it!
Got ahold of the owner/developer and he wanted me to help with getting people to attend the Groundbreaking, then we could maybe talk about a job. Got help from fraternity brothers to pass out flyers on campus and got a few hundred people to attend the Groundbreaking!
I was the first one hired at the development and really learned the ins and outs of real estate and real estate development work.
After getting a real taste of the business, I knew I had to take a stab at this real estate thing on my own! I worked with a team and we founded a modular housing development company that would use the same layout as houseboats and houseboat manufacturing plants to create affordable, energy-efficient modular housing. With the housing market crash of 2008, we were looking at ways to give back jobs to 1100 skilled workers laid off at the houseboat factories, while creating affordable housing for families in need.
We ended up winning business plan competitions competing against teams from others universities from across the country, and being told by the venture capitalist judges that we were onto something. It wasn’t until the VCs told us we were onto something, did we really start to believe in ourselves. We ended up winning business plan competitions competing against teams from others schools from across the country, and being told by venture capitalists that we were onto something. It wasn’t until the VCs told us we were onto something, did we really start to believe in ourselves.
After college, we strove to grow the company and find partners in the real estate world with experience and the needed financial backing. That’s when I started talking with LDG Development and absolutely loved the work they were doing to further affordable and workforce housing for families in need.
I have been with LDG since then, and am so fired up about the work we have been able to accomplish.
www.evanholladay.com
https://itunes.apple.com/us/podcast/monumental/id1360914874?mt=2
Oct 17, 2018
33 min
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