Author name: Bev

https://youtu.be/Z2don1YkAAM  Tired of TurboTax and outdated accounting software? David Kang, Founder & CEO of Keeper — a tech-enabled tax preparation service pairing clients with top accountants while using AI to automate the busywork. David shares how Keeper has grown to serve 40,000+ clients a year, why 75% of accountants retiring soon is a massive […]

https://youtu.be/UB8poRq_f_U Bastian Bergmann fuses psychological science with AI to help global brands truly understand their customers. As Cofounder and COO of Solsten, he turns deep audience insights into healthier, high‑performing experiences. In this episode, Chris and Bastian discuss: Slashing user‑acquisition costs by 25% with psychology‑led ads The new moderation trend and what it means for

https://youtu.be/Hbr7AVbMPPU Jim Dubensky is the creative force behind Get Real Content, where he turns Fortune‑500 storytelling into scroll‑stopping video. With two decades on shows for Apple+, Discovery, MTV/VH1, and YouTube Red, Jim now helps brands capture that same binge‑worthy magic—on any budget. In this episode, Chris and Jim discuss: TV “act‑break” tricks that hook viewers in

https://youtu.be/TnuUJU5ZS9I Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families. Andy keeps business owners and managers on track by researching and

https://youtu.be/hIvuwUG3xVU Stephen Nelson is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security. In this episode, Chris and Stephen discuss: Why a unanimous three-person investment committee beats

https://youtu.be/Es_H3Fzanis Nev Kraguljevic, MBA, CSLP® is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today, Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth. In this

https://youtu.be/IY2_khQHgKY Shawn Ballinger is the Founder of Columbus Street Financial Planning, an Ohio-based, fee-only RIA overseeing $100 M in assets. After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn’t cost 1 % of a client’s portfolio. A U.S. Army National Guard veteran and past

https://youtu.be/yiauig48_hc Brian Moran (@realbrianmoran) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company that provided training products and tools to

https://youtu.be/nPzEdqKg4Fc David Snider (@DavidSniderHW) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate pros. After stints at Bain Capital and Compass (where he helped raise $300 M and reach a $1.8 B valuation), David set out to fix

https://youtu.be/SMSyjMV7iJ4 Scott Franklin (@scottfranklin) is the Founder & CEO of Lumos Solar, a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs, powering brands like Porsche while keeping cars and people