Podcasts

Courtney Babiak

Episode 44: How to Improve Your Customer Experience Process, with Courtney Babiak

Before entering the financial planning industry, Courtney worked in City government for the duration of her career in Human Resources. Courtney has been in the financial industry since 2012 and joined the Troxell Financial team in 2016 in which she creates, maintains and enhances the ongoing operations and project management within the firm as well as serving her individual clients. She is devoted to helping her clients and the Troxell Financial team, envision their goals and develop a plan and process to pursue them. Courtney specializes in financial planning for women and special needs planning.

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Mike Bosco

Episode 43: How to Improve Your Hiring Process & Start Hiring the Right People, with Mike Bosco

Mike is currently the Executive Vice President, Chief Operating Officer for cyber security firm Ops Tech Alliance (OTA), a certified SBA 8a Small Business and Service-Disabled Veteran-Owned Small Business. OTA was founded by former National Security and Special Operations professionals with over fifty years of experience and was formed with a singular focus: to bridge the gap between operations and technology to enable mission success.

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Anthony Rivera

Episode 42: Why Networking is Crucial to Building a Successful Business, with Anthony Rivera

With over 15 years in the technology consulting business, over 8 years in the medical device industry, and over 4 years in the financial sector, Anthony Rivera is experienced with developing systems that make businesses run better. What pushed Anthony into the financial sector was seeing the opportunity to help the economy. He believes that if businesses obtain capital for strategic growth they will hire more people and consumer spending will increase, lifting the whole economy. This personal cause set in motion a new business, where Anthony partnered up with over 5k lenders and developed a new software platform that allows business owners and investors to work with lenders directly.

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Heath Barnett

Episode 40: The Mobile Commerce Platform that’s Redefining the Golf Industry, with Heath Barnett

Heath Barnett graduated from Texas State in 2013 with a degree in Finance. He started off trading financial derivatives for Oil and Gas and then joined a pipeline construction company, Rapid Pipeline Services, as the Chief Financial Officer. After a successful career in Oil and Gas, Heath joined Accenture and their Transaction Services Team. His team was responsible for less than 3% of the transactional volume but represented almost 50% of the company's transactional value. After Accenture, He started his own company, Partake Technologies Inc., known as Partake, which is a mobile commerce platform that connects golf courses with their customers to provide an on-demand omnichannel shopping experience. He is an advisor for multiple other start-ups in a variety of industries and believes that his main purpose in life is to be an Entrepreneur, Protagonist, Husband, and Friend.

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Christopher Conner

Episode 38: Franchise Marketing: How to Market Your Franchise with Marketing System, with Christopher Conner

Christopher Conner has been in the franchise industry since 2002 working with several hundred different franchise systems in management, franchise sales, and franchise development work. His experience ranges across all fields of franchise expertise with a focus in franchise marketing and franchise sales but includes work in franchise strategic planning, franchise research, and franchise operations consulting.

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Vera K. Fischer Solocast Episode #4

Episode 37: Programmatic Media Buying Explained: How to Leverage Search Traffic to Get More Leads, with Vera K. Fischer

In 2004, Vera K. Fischer founded her agency, 97 Degrees West known as The Brand Marketing Agency. Since 2004, the agency has survived both recessions and shown significant growth since 2012. Clients include: LS Tractor USA, United Heritage Credit Union, FirstCare Health Plans and several area small businesses in real estate, oil & gas and specialty medical practices.

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Daniel Nuwash

Episode 36: The System for Effectively Building Relationships with Clients, with Daniel Nuwash

Before entering the financial planning industry Dan Nuwash completed a 4 year activity duty commitment to the United States Marine Corps. After his military commitment Dan enrolled in Saint Peter’s University and completed both a business undergraduate degree and a Masters of Business Administration. Dan specializes in developing customized investment strategies for clients based on investment goals, risk tolerance, and capital commitments. His knowledge of risk management helps him mitigate systematic risk and exposure for clients by developing portfolios containing insurance and tax minimization investments.

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