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Lucem Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lucem Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Lucem Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lucem Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
A short foundational audio series showcasing Fractional Executives, Executive Coaches, and Professional Services Business Owners on the tremendous value they bring to the table in their local business communities.
…
continue reading
46 에피소드
공유
모두 재생(하지 않음)으로 표시
Manage series 3524734
Lucem Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lucem Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
A short foundational audio series showcasing Fractional Executives, Executive Coaches, and Professional Services Business Owners on the tremendous value they bring to the table in their local business communities.
…
continue reading
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1 Alexandra Chrisman - Growth Marketing Partner Inc. - Lucem Partner Interview 13:34
13:34 
나중에 재생 
나중에 재생 
리스트 
좋아요 
좋아요13:34
나중에 재생 나중에 재생 리스트 좋아요 좋아요Alexandra Chrisman’s areas of expertise include marketing strategy, annual planning, budgeting & forecasting, customer segmentation & persona development, lifetime value (LTV) models, content marketing, PR, and digital marketing. Growth Marketing Partner is a marketing consultancy focused on assisting start-up to early-to-mid-stage companies poised for growth. Ideal Clients: SMB, $5M-50M (Financial Services, FinTech, Professional Services, Real Estate) Website | LinkedIn | Contact…
1 Kris Jensen - Jensen Technology Group - Lucem Partner Interview 7:28
7:28 나중에 재생 나중에 재생 리스트 좋아요 좋아요7:28
나중에 재생 나중에 재생 리스트 좋아요 좋아요Kris Jensen solves business challenges by leveraging people, process, technology, innovation, and a ton of grit to bring them all together. Jensen Technology Group is a professional services firm providing interim and fractional CIO/CDO/CTO roles to midsized and private equity-backed portfolio companies needing digital transformations to scale operations, support M&A activity, and drive value-creation opportunities. Ideal Clients: Private Equity Backed Companies, $50M-300M (Commercial Real Estate, Construction, Entertainment, Healthcare, Manufacturing, Professional Services) Website | LinkedIn | Contact…
Pia Thompson provides ongoing legal advice and support and help your company manage its legal risks and obligations over time. She enables companies whose legal needs have grown beyond law firm services, to secure a dedicated, sophisticated, best-in-class General Counsel, without the overhead of adding another full-time executive to the team. Ideal Clients: SMB/Startups, $50M-750M (FinTech, Financial Services, Lending, Payment Processing) Website | LinkedIn | Contact…
Jon Foley is a seasoned sales executive with over 16 years of leadership experience. He has specialized in high growth organizations, both building and leading large teams. As an experienced and successful sales executive with a deep understanding of scaling a sales organization, Jon brings a unique balance of sales expertise and proven revenue generation capabilities. Ideal Clients: SMB/Startup, $5M-50M (HealthTech, Hospitality, Marketplace, SaaS) Website | LinkedIn | Contact…
Lisa Baker-Lorincz works for an HR and Technology Firm providing solutions for businesses around the areas of Human Resources, Payroll/Technology, Benefits, Safety, and compliance. AccessPoint is the leader in providing high-level employment-related services for organizations across industries with over 30 years of expertise. Ideal Clients: Closely-Held SMB Businesses, 20-500 Employees (Manufacturing, Technology, Professional Services) Website | LinkedIn | Contact…
Erik Delgadillo, Director of Growth at SecLex, is responsible for the direction, coordination and development of growth. At SecLex, they specialize in NexGen Cybersecurity, innovative and world-leading cutting-edge AI Cyber solutions. Ideal Clients: Highly Regulated B2B Companies (Department of Defense Contractors, Manufacturing, Technology) Website | LinkedIn | Contact…
1 Crystal Young - Crystal Young Consulting - Per Lucem Interview 7:52
7:52 나중에 재생 나중에 재생 리스트 좋아요 좋아요7:52
나중에 재생 나중에 재생 리스트 좋아요 좋아요Crystal Young is an experienced and results-driven leader providing custom solutions to clients leveraging expertise in operating model design, pricing strategy, business process re-engineering, organizational structure, and change management. She serves small and mid-size business owners in all aspects of the business lifestyle - from startup, to growing and scaling, to transitioning out (M&A, retirement, succession planning). Ideal Clients: Professional Services Companies (1-100 Employees) LinkedIn | Contact…
1 Brandon Kordower - AURA Accounting Solutions - Per Lucem Interview 7:53
7:53 나중에 재생 나중에 재생 리스트 좋아요 좋아요7:53
나중에 재생 나중에 재생 리스트 좋아요 좋아요AURA provides fractional controller services that enhance the accuracy of your financials beyond basic bookkeeping. With AURA, you can feel comfortable that your month-end accounting will be sound, clean, and accurate. AURA is a team of specialists that build your rock-solid financial foundation. Ideal Clients: Professional Services Businesses, $2M-$30M Website | LinkedIn | Contact…
Anthony Nitsos elevates your SaaS company financial strategy to meet challenges and drive company value. He ensures you have a solid understanding of the true economics of your business to maximize valuation. SaaS Gurus elevates financial strategy to overcome challenges and drive company value for pre-seed to Series B SaaS companies. Ideal Clients: SaaS Startups, $500k-$50M (AI, FinTech, HealthTech) Website | LinkedIn | Contact…
Thomas Dean’s passion for results-driven transformation led to the creation of Relentless Value, based upon an unwavering commitment to optimizing financial outcomes through the inputs of analytics, strategic planning, and innovative implementation. At Relentless Value, the mission is simple yet powerful: to Protect, Grow, and Realize the full potential of your business. Ideal Clients: SMB, $1-20M (Blue-Collar Millionaires, Contractors, Cybersecurity, SaaS) Website | LinkedIn | Contact…
Valerie Cobb genuinely loves helping Small to Medium sized businesses heal their sales growth trajectory pains. A typical phrase she utilizes is, “has your sales flatlined?” Followed by, “do you know why?” Very outcomes driven leading the charge and coaching to performance, Valerie is an authority in fixing ineffective Go-to-Market strategies, stalled or lost sales, long or complex sales processes, quota attainment, and empowers organizations to create an environment of predictable revenues at an effective ROI. Ideal Clients: B2B Companies/Startups, $500k-$100M (Manufacturing, SaaS, Technology, Healthcare, Professional Services) Website | LinkedIn | Contact…
1 Andrew Greber, CPA, MBA - Greber Tax Advisors - Per Lucem Interview 8:21
8:21 나중에 재생 나중에 재생 리스트 좋아요 좋아요8:21
나중에 재생 나중에 재생 리스트 좋아요 좋아요Andrew Greber is a licensed Certified Public Accountant (CPA) in California and New Jersey, with over 15 years of combined experience in public, corporate, and tax accounting. Greber Tax Advisors The Leader in Tax Problem Resolution™, provides clients with customized solutions for their tax audit representation, tax collection matters, and delinquent and problem tax filing needs. Ideal Clients: Business Owners and Individuals with Deficient Tax Liabilities, Delinquent Tax Returns, and Tax Problems (Any Product or Service Business) Website | LinkedIn | Contact…
1 Jonathan Seitz - Crestcom Southern California - Per Lucem Interview 8:26
8:26 나중에 재생 나중에 재생 리스트 좋아요 좋아요8:26
나중에 재생 나중에 재생 리스트 좋아요 좋아요Jonathan Seitz is the co-founder and president of Bellwether Training-Crestcom, and a Partner, Crestcom Southern California. Crestcom’s leadership and management skill development program creates advantages for leadership teams committed to a process of team performance and productivity improvements that can be sustained year after year. Ideal Clients: SMB, 20-500 Employees (Construction & Manufacturing) Website | LinkedIn | Contact…
Heather Picken consults with business leaders, entrepreneurs, and financial professionals to develop and articulate their vision, refine communication, and equip them with essential tools for disciplined execution. She utilizes deliberate analog methods to increase productivity, promote mindfulness, and ensure alignment with their vision. Ideal Clients: “Growth Minded” Professional Services Companies (Accounting, Financial Advisors, Visionary Leaders) Website | LinkedIn | Contact…
1 Raquel Castillo, MBA - The Online Integrator ™ - Per Lucem Interview 6:14
6:14 나중에 재생 나중에 재생 리스트 좋아요 좋아요6:14
나중에 재생 나중에 재생 리스트 좋아요 좋아요Raquel Castillo specializes in empowering small to midsize businesses running on EOS to reach new heights. As an experienced Chief Operating Officer and Fractional Integrator, Raquel brings a wealth of expertise to help business owners break free from day-to-day operations, allowing them to focus on growth and long-term strategy. Ideal Clients: SMB, $3-50M, 10-250 Employees (Manufacturing, Professional Services) Website | LinkedIn | Contact…
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Lucem Partners
Melanie Asher specializes in delivering brand clarity, marketing strategy, and operational efficiency to prepare founders to scale their business through revenue-driven leadership. Omicle's Fractional CMO is the flagship offering, known for its ability to adapt to real-world challenges and deliver targeted results aligned with your scaling goals. Ideal Clients: B2B SMB/Startups, ($500K - 20M) (SaaS, Tech, Non-Profits) Website | LinkedIn | Contact…
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Lucem Partners
For 9+ years Maggie Schrock has partnered with startups, scaleups, and small businesses on the development and advancement of their business and people strategies and initiatives. Loam Culture combines people, processes, and technology to design intentional and high-purpose environments that drive growth, optimize operations, and activate team members to do their best work. Ideal Clients: SMB/Startups, 5-300 Employees (SaaS, Tech, Digital Health, FemTech, Female Founders) Website | LinkedIn | Contact…
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Lucem Partners
Sean McLean is a Fractional (Virtual) CIO focusing heavily on consulting with companies on the Digital Transformation journey. He has two decades of experience in technology strategic consulting, mostly in the small & mid markets. He supplements corporate leadership teams for a fraction of the price of a full-time IT Director or CIO. Passionate about innovation and big picture ROI, he assists companies work efficiently with technology vendors and tools. Ideal Clients: Professionals Services SMB/Startups, $5-25M (Accounting, Construction, FinTech, LifeSciences, Tech) LinkedIn | Contact…
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Lucem Partners
1 Susie Cashion - Growth Wise Consulting, Inc. - Per Lucem Interview 8:10
8:10 나중에 재생 나중에 재생 리스트 좋아요 좋아요8:10
나중에 재생 나중에 재생 리스트 좋아요 좋아요Growth Wise Consulting is Powered by Sales Xceleration, bringing decades of sales leadership experience to help you run and grow your sales organization so that you can focus on running the company. Susie Cashion manages your entire sales function on an outsourced, fractional or interim basis (onsite, remote or hybrid), develop and enhance processes and structure, as well as build and implement all the necessary tactical components and team. Ideal Clients: Well-Funded Startups, <$65M, (Consumer Products, Healthcare/Medical, Professional Services) Website | LinkedIn | Contact…
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Lucem Partners
1 Lisa Fortenbaugh MS, SPHR - Platinum HR Consulting Group - Per Lucem Interview 6:39
6:39 나중에 재생 나중에 재생 리스트 좋아요 좋아요6:39
나중에 재생 나중에 재생 리스트 좋아요 좋아요Lisa Fortenbaugh has worked in the world of Human Resources for twenty-five years. After two decades managing Human Resources for small to large organizations, both public and private, she realized there was a large gap that small businesses were facing. Platinum HR Consulting Group provides custom Human Resource solutions to help our clients attract, support, develop, and retain a competitive workforce and achieve their business objectives. Ideal Clients: Healthcare/Medical, Professionals Services Companies (15-300 Employees) Website | LinkedIn | Contact…
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Lucem Partners
1 Lisa Henderson SPHR-CA, ACC - Empowering People Leaders - Per Lucem Interview 5:39
5:39 나중에 재생 나중에 재생 리스트 좋아요 좋아요5:39
나중에 재생 나중에 재생 리스트 좋아요 좋아요With 25 years as an HR Executive and change agent leading companies through transformations, Lisa Henderson partners with people leaders and organizations to increase engagement and effectiveness that drives results. Empowering People Leaders is a boutique Human Capital Firm partnering with organizations and executives to align people and strategies, lead culture transformations and elevate leadership skills. Ideal Clients: Life Sciences, Technology, Non-Profits (25-500 Employees) Website | LinkedIn | Contact…
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Lucem Partners
Mickey Gubman brings more than 30 years of experience and an extensive record of accomplishments as a Managing Director and General Manager. His mission is to coach business leaders in building an environment of teamwork, passion and success. That combination is a winning formula that compels people to excel, challenge the conventional paradigms, embrace innovation and accelerate results. Mickey is Multilingual - Fluent in English & Spanish; proficient in Portuguese. Ideal Clients: <$30M “Growth Minded” Companies (Distribution, Industrial Contractor Services, Manufacturing) Website | LinkedIn | Contact…
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Lucem Partners
1 Tedd Drattell - The A Team Consulting - Per Lucem Interview 6:38
6:38 나중에 재생 나중에 재생 리스트 좋아요 좋아요6:38
나중에 재생 나중에 재생 리스트 좋아요 좋아요As CEO, Tedd oversees the business and monitors accounting and financial industry trends. He consults with their employees to add experience, perspective and insight to their daily work. Since 2001, The A Team Consulting has provided its clients with expert accounting and financial services, at a level appropriate to their needs and budget. Ideal Clients: $5-20M Well Funded Startups (Construction, Healthcare, Legal, Non-Profit) Website | LinkedIn | Contact…
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Lucem Partners
1 Chris Ferrato - Fractional Management Services - Per Lucem Interview 5:05
5:05 나중에 재생 나중에 재생 리스트 좋아요 좋아요5:05
나중에 재생 나중에 재생 리스트 좋아요 좋아요As an experienced sales leader and individual contributor for over 30 years with public and pre-IPO/start-up companies, Chris Ferrato brings valuable experience to any business seeking to establish and refine a successful sales process. Ideal Clients - SMB Companies (Manufacturing, Professional Services, SaaS) Website | LinkedIn | Contact…
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Lucem Partners
With more than 20 years of experience in multinational HR leadership roles for global technology companies, Shelly Morales understands the complexities of the programs & processes that are the fundamentals of the People function — driving continuous improvements and the achievement of company goals. Ideal Clients: BioTech and SaaS Companies (US Based) Website | LinkedIn | Contact…
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Lucem Partners
1 Rich Cocuzzo - Sales Velocity Advisors - Per Lucem Interview 7:02
7:02 나중에 재생 나중에 재생 리스트 좋아요 좋아요7:02
나중에 재생 나중에 재생 리스트 좋아요 좋아요Sales Velocity Advisors, which helps companies improve revenue performance and increase valuation. With a distinguished three-decade career at FedEx, Rich has garnered extensive expertise in sales, refining his skills through dynamic leadership roles. Ideal Clients: $10-50M Companies (Manufacturing, Professionals Services) Website | LinkedIn | Contact…
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Lucem Partners
Marcia Riner has solidified her reputation as a trusted advisor in the realms of business growth, with an emphasis on future exit potential. Marcia is a seasoned business growth strategist, expert exit planner, and certified financial planner with over 25 years of invaluable experience. Ideal Clients: <$7M "Growth Minded" Companies (SaaS/Tech, Manufacturing) Website | LinkedIn | Contact…
CRAFT provides consulting, interim and fractional marketing, and leadership services with a focus on the strategic and analytical side of marketing, taking a holistic approach to drive business growth. Ideal Clients: $5-100M Companies (Manufacturing & SaaS) Website | LinkedIn | Contact
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Lucem Partners
Brandon Gardner started Sembrar to solve the problem of business leaders jumping into product ideas with too much human capital investment too early, and distracting their team with low priority projects. Sembrar maximizes your return on investment by providing you a skilled Product Manager for only the time and duration that you need them. Ideal Clients: $3-50M SaaS Companies (Large Seed Stage) Website | LinkedIn | Contact…
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Lucem Partners
1 Kate Santon - Santon General Counsel, P.C. - Per Lucem Interview 9:12
9:12 나중에 재생 나중에 재생 리스트 좋아요 좋아요9:12
나중에 재생 나중에 재생 리스트 좋아요 좋아요Santon General Counsel is a boutique law firm that provides business, transactional, and outside general counsel services to startups, small businesses, entrepreneurs and nonprofits throughout California. SGC partners with clients from the outset to manage legal risk from a business-oriented perspective on an ongoing basis. Ideal Clients - Small Business Owners & Small Healthcare Practices (M.D., Therapists, Physicians) Website | LinkedIn | Contact This episode is sponsored by Essential Trust Financial…
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Lucem Partners
Carla Taylor, CEO + Chief Purpose Office of Bring Your Brilliance, brings out the BEST in people & helps teams form strong connections. Carla has over 15 years of Career Happiness, Leadership Development, Retreat Design, & Executive Coaching experience. Ideal Clients - Progressive Businesses & Organizations (500+ Employees, US Based) Website | LinkedIn | Contact…
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Lucem Partners
David Donnelly brings talent optimization to life in organizations by aligning people strategy to business strategy. Gecko Hospitality is one of North America's largest Hospitality recruiting firms with offices nationwide. Website | LinkedIn | Contact This interview is sponsored by Essential Trust Financial…
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Lucem Partners
Rob Talbot works with CEOs and business owners to unlock the potential of their business. Chief Outsiders helps growth and mid-sized companies ($5M - $100M+) grow by providing fractional or part-time highly experienced marketing executives. Ideal Clients - $5-100M Companies (SaaS, Real Estate, Construction) Website | LinkedIn | Contact…
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Lucem Partners
Brandon Hawkins assists his clients to achieve success with a real-world, professional, "can-do" based approach. CFO Hub provides outsourced CFO, Controller, and accounting services for growing enterprises to augment and streamline their operations. Ideal Clients - Well-Funded Startups (SaaS, FinTech, BioTech, Government Contracts) Website | LinkedIn | Contact…
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Lucem Partners
1 Brandon Elliott - Credit Counsel Elite - Per Lucem Interview 7:33
7:33 나중에 재생 나중에 재생 리스트 좋아요 좋아요7:33
나중에 재생 나중에 재생 리스트 좋아요 좋아요Brandon Elliott discusses how Credit Counsel Elite is here to bridge the gap between your dream, lifestyle, and current or next investments through understanding credit and wealth generating strategies so that you can focus on what matters most! Website | LinkedIn | Contact
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Lucem Partners
1 Cathy Nesbitt - Laughter Yoga Enthusiast - Per Lucem Interview 5:51
5:51 나중에 재생 나중에 재생 리스트 좋아요 좋아요5:51
나중에 재생 나중에 재생 리스트 좋아요 좋아요Cathy Nesbitt, Laughter Yoga Enthusiast, shares how laughter is the best medicine and how corporations can utilize this daily exercise to allow for their employees to connect on a deeper level. LinkedIn | Email
Jorge Mora is an experienced bilingual sales professional with over 20 years of progressive excellence growing business and professional relationships. KTimeHR provides employers of all sizes with full-service HR, time and attendance tracking, and payroll services in one unified workforce-management platform. Ideal Clients - Small to Midsize Businesses (5-300 Employees) Website | LinkedIn | Contact…
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Lucem Partners
1 Michael Ashley - Michael Ashley Publishing - Per Lucem Interview 8:07
8:07 나중에 재생 나중에 재생 리스트 좋아요 좋아요8:07
나중에 재생 나중에 재생 리스트 좋아요 좋아요Michael Ashley serves as a content creator, ghostwriter, and story consultant for companies on how to best convey their messaging. A former Disney screenwriter and professional speaker, Michael is the author of over twenty-five books on numerous subjects, including four bestsellers. Website | LinkedIn | Contact…
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Lucem Partners
1 Gary Johnson - J2 Marketing Consultants - Per Lucem Interview 10:24
10:24 나중에 재생 나중에 재생 리스트 좋아요 좋아요10:24
나중에 재생 나중에 재생 리스트 좋아요 좋아요Gary Johnson founded J2 Marketing Consultants to show attorneys how to change their lives by building their book of business with ideal clients. His passion to help others drives him to creatively find new ways to customize marketing strategies that are based on the client’s strengths. Ideal Clients - High Ticket Business Professionals (Attorneys, Insurance Professionals, Wealth Advisors) Website | LinkedIn | Contact…
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Lucem Partners
Max Daubner is here to simplify the often-overwhelming mortgage process and make home-buying an exciting, enjoyable experience again. With his specialty in renovation and construction lending, he gives his clients a unique advantage by helping them turn any fixer-upper into their dream home! NMLS 2227476 | DRE 02205970 Ideal Clients - First Time Home Buyers (30+ Years Old, New Families) Website | Book A Call | Email…
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Lucem Partners
Emily Vitogiannis is a licensed esthetician in Orange County, California. Skin Palace OC focuses on hair removal, microneedling, and permanent makeup. Her primary objective is creating an inviting environment and making you feel your best.
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Lucem Partners
BretzMedia helps attorneys and law firms increase their leads and website traffic through SEO utilizing AI, amazing content, our proprietary backlink strategy, and voice search. SPECIALTIES: Local Search Engine Optimization (SEO), Link Building (specifically for attorneys), Content Creation, Voice Search, Keyword Research and Content Strategy, Marketing Consultant Website | LinkedIn | Email…
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Lucem Partners
1 Katie Jaime - Magnolia West Insurance Solutions, Inc. - Per Lucem Interview 9:02
9:02 나중에 재생 나중에 재생 리스트 좋아요 좋아요9:02
나중에 재생 나중에 재생 리스트 좋아요 좋아요Katie Jaime is President of Magnolia West Insurance Solutions, Inc. which solely focuses on Group, Medicare, and Personal Health Insurance. She excels at helping small to midsize businesses manage and administrate their group employee benefits. Ideal Clients: Professionals Services Businesses (25-100 Employees) Website | LinkedIn | Contact…
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Lucem Partners
Essential Trust Financial Insurance Solutions is a holistic financial planning firm that provides financial planning for a variety of industries, professions, and individuals. We believe TRUST is essential to forming a meaningful and impactful partnership for success. Through clear communication and financial education we build the foundation to a long lasting trusted relationship. Website | LinkedIn | Book a Call…
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Lucem Partners
With over 20 years of entrepreneurial experience, Ben is a business growth expert who helps entrepreneurs run better businesses, be more profitable, and live better lives. As an EOS Implementer at EOS Worldwide, Ben applies the proven principles and tools of the Entrepreneurial Operating System (EOS) to help his clients clarify, simplify, and achieve their vision. Ideal Clients “Growth Minded” Companies, 10-250 Employees (Construction, Manufacturing, Professionals Services) Website | LinkedIn | Contact…
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Lucem Partners
1 Samantha Dalby - Essential Trust Financial - Per Lucem Interview 10:52
10:52 나중에 재생 나중에 재생 리스트 좋아요 좋아요10:52
나중에 재생 나중에 재생 리스트 좋아요 좋아요Samantha Dalby founded Essential Trust Financial as a company aligned with her personal goals of serving her community with not only trust and integrity but with the knowledge required to provide distinguished financial services. As a Certified Financial Fiduciary, she is held to the highest standard of acting in good faith, care, and loyalty to always ensure her client's best interest. Ideal Clients Female Entrepreneurs & Women Owned Businesses (Attorney, Medical Professionals, Professionals Services) Website | LinkedIn | Contact…
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