Serving Our Most Vulnerable Populations with Cheryl Canzanella

The Power of Persistence: Todd Wiedenkeller on Building Relationships and Success in Insurance

It's Personal... Not Just Business with Michael Fliegelman, Episode 13 In this episode of It's Personal... Not Just Business, host Michael Flegelman sits down with Todd Wiedenkeller, Owner of Wiedenkeller Insurance in New Paltz, New York. Todd has been in the insurance business for over 46 years, building his success on strategic relationships and a deep commitment to his clients. Wiedenkeller Insurance is an independent agency representing a variety of insurance companies, offering services that include property and casualty insurance, life insurance, and more. Tune in to the episode to hear about:  * The importance of persistence and consistency in building a successful career, with analogies from boxing and the famous fight between Julio Cesar Chavez and Meldrick Taylor  * Todd's unique approach to client relationships, treating each person with genuine interest and care, making his business personal rather than just business  * The role of balancing work and personal life, with Todd's experiences in amateur boxing and his passion for music as outlets that recharge and motivate him  * Insights on maintaining a profitable business with a strong reputation in the community, emphasizing the value of hard work and dedication Learn more about Todd Wiedenkeller:  * Visit Wiedenkeller Insurance’s website: http://www.winsurance.com [http://www.winsurance.com]   * Call: 845-255-7777  * email: todd@winsurance.com [todd@winsurance.com] *********************************** About It's Personal... Not Just Business It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers. Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484 [https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484] Subscribe to the It's Personal... Not Just Business Video Series on Youtube:  https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI [https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI] Learn more from and connect with Michael Fliegelman: Website: http://www.lifeinsurancebrokeragemf.com/ [http://www.lifeinsurancebrokeragemf.com/] LinkedIn: https://www.linkedin.com/in/michaelfliegelman/ [https://www.linkedin.com/in/michaelfliegelman/] Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork [https://www.facebook.com/StrategicWealthAdvisorsNetwork] Twitter: https://twitter.com/SwanWealth [https://twitter.com/SwanWealth] YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos [https://www.youtube.com/@strategicwealthadvisorsnet3361/videos]

Mastering Wealth Management with Asghar Kazim

It's Personal... Not Just Business with Michael Fliegelman, Episode 12 In this episode of "It's Personal... Not Just Business," Michael Fliegelman interviews Asghar Kazim, Founder and Principal of United Wealth Group, a wealth management firm in Princeton, NJ. With over 25 years of experience, Kazim specializes in crafting personalized financial strategies that prioritize long-term wealth growth and multigenerational security.  Tune in to the episode to hear about: * Background Journey: Asghar Kazim shares his journey from Pakistan to becoming a successful financial advisor in the United States. He arrived as an international student, initially aspiring to be a cricket player, but found his passion in financial advising through an internship. * Building Strong Relationships: Kazim emphasizes the importance of building and maintaining strong relationships with clients and team members. Over his 28-year career, he has cultivated enduring relationships that have fueled the growth of United Wealth Group. * Strategic Growth and Mentorship: Looking to the future, Kazim plans to expand United Wealth Group by adding more financial advisors to his team. He values mentorship and aims to provide opportunities for new advisors to learn and grow within the company. Learn more about Asghar Kazim: * Connect with Asghar Kazim on Linkedin: https://www.linkedin.com/in/asgharkazim [https://www.linkedin.com/in/asgharkazim/] * Visit United Wealth Group’s website: https://www.unitedwealthllc.com [https://www.unitedwealthllc.com/] *********************************** About It's Personal... Not Just Business It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers. Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484 [https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484] Subscribe to the It's Personal... Not Just Business Video Series on Youtube:  https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI [https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI] Learn more from and connect with Michael Fliegelman: Website: http://www.lifeinsurancebrokeragemf.com/ [http://www.lifeinsurancebrokeragemf.com/] LinkedIn: https://www.linkedin.com/in/michaelfliegelman/ [https://www.linkedin.com/in/michaelfliegelman/] Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork [https://www.facebook.com/StrategicWealthAdvisorsNetwork] Twitter: https://twitter.com/SwanWealth [https://twitter.com/SwanWealth] YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos [https://www.youtube.com/@strategicwealthadvisorsnet3361/videos]

Value-Driven Growth with Steve D'Annunzio

It's Personal... Not Just Business with Michael Fliegelman, Episode 11 In this episode of It's Personal... Not Just Business, Michael Fliegelman speaks with Steve D'Annunzio, a spiritual teacher and productivity coach renowned for his work in alleviating human suffering and enhancing the welfare of humanity. As the founder of the Sole Purpose Institute, D'Annunzio brings over 30 years of experience coaching successful entrepreneurs and high-performance companies, specializing in building value-driven businesses and deepening client relationships. Tune in to the episode to hear about: * Sales Evolution: Steve advocates shifting from product-based to relationship-based selling, recognizing trust as paramount. * Value-Based Approach: He emphasizes serving clients overselling to them, asserting that creating value is essential for business success. * Principle of Hard, Easy: Steve promotes doing the hard tasks first to make life easier overall, emphasizing discipline and adherence to guiding principles. * Power of Intention: He stresses setting noble goals and fostering win-win relationships to activate universal abundance. * Meditation Benefits: Steve highlights meditation's role in managing stress and enhancing problem-solving abilities for greater effectiveness in life and business. Learn more about Steve D'Annunzio: * Connect with Steve on LinkedIn: www.linkedin.com/in/missiondrivenadvisor [http://www.linkedin.com/in/missiondrivenadvisor]   * Visit Steve’s YouTube Channel:  https://www.youtube.com/@stevedannunzio1334 [https://www.youtube.com/@stevedannunzio1334?app=desktop]  * Follow Steve on Instagram: https://www.instagram.com/missiondrivensteve [https://www.instagram.com/missiondrivensteve]  * Visit Mission Driven Advisor ’s website: https://www.missiondrivenadvisor.com/ [https://www.missiondrivenadvisor.com/]   * Follow Mission Driven Advisor on LinkedIn: https://www.linkedin.com/company/mission-driven-advisor/ [https://www.linkedin.com/company/mission-driven-advisor/]   * Follow Mission Driven Advisor on Facebook: https://www.facebook.com/MissionDrivenAdvisor/ [https://www.facebook.com/MissionDrivenAdvisor/]  * Follow Mission Driven Advisor on Instagram: https://www.instagram.com/missiondrivenadvisor [https://www.instagram.com/missiondrivenadvisor]  * Check out Steve’s next symposium happening June, 2024, Becoming the Master Communicator: https://www.missiondrivenadvisor.com/becoming-the-master-communicator/ [https://www.missiondrivenadvisor.com/becoming-the-master-communicator/]  * Check out Steve’s Soul Purpose Institute Basic Toolkit: https://www.missiondrivenadvisor.com/soul-purpose-institute-basic-toolkit/ [https://www.missiondrivenadvisor.com/soul-purpose-institute-basic-toolkit/]  * Check out Steve’s book, The Prosperity Paradigm, an encyclopedic treatise on living the abundant life, and reveals the precise reasons why the masses do not, instead settling for lives of scarcity, mediocrity, and uncertainty: https://www.missiondrivenadvisor.com/prosperity-paradigm/ [https://www.missiondrivenadvisor.com/prosperity-paradigm/] *********************************** About It's Personal... Not Just Business It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers. Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484 [https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484] Subscribe to the It's Personal... Not Just Business Video Series on YouTube:  https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI [https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI] Learn more from and connect with Michael Fliegelman: Website: http://www.lifeinsurancebrokeragemf.com/ [http://www.lifeinsurancebrokeragemf.com/] LinkedIn: https://www.linkedin.com/in/michaelfliegelman/ [https://www.linkedin.com/in/michaelfliegelman/] Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork [https://www.facebook.com/StrategicWealthAdvisorsNetwork] Twitter: https://twitter.com/SwanWealth [https://twitter.com/SwanWealth] YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos [https://www.youtube.com/@strategicwealthadvisorsnet3361/videos]

Serving Our Most Vulnerable Populations with Cheryl Canzanella

In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Cheryl Canzanella, CLU, ChSNC, LUTCF of Movement Mortgage. At Movement, Cheryl works with people to reach their retirement goals through the use of reverse mortgage loans as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks. Cheryl is also a speaker and educator, raising awareness of the financial burdens of the Opioid epidemic. Tune in to the episode to hear about: * Cheryl’s career journey in the financial industry, beginning with very limited knowledge of finances to her recent switch to specializing in reverse mortgages * The impact of Cheryl’s husband’s death from an opioid overdose * The opioid epidemic and its economic impact * The power of vulnerability and sharing * The role of financial advisors in addressing addiction * The vulnerability of our senior citizens and how Cheryl works with them Learn more about Cheryl Canzanella: Email Cheryl: Cheryl.Canzanella@Movement.com [Cheryl.Canzanella@Movement.com] Connect with Cheryl on LinkedIn: https://www.linkedin.com/in/cherylcanz [https://www.linkedin.com/in/cherylcanz] For more about opioid addiction, go to: https://opioidfinancialawareness.com [https://opioidfinancialawareness.com/] To find information on reverse mortgages: www.movement.com/reverse [https://movement.com/loans/reverse] Visit Cheryl’s website: https://cherylcanzanella.com [https://cherylcanzanella.com/] Visit Cheryl’s YouTube Channel: https://www.youtube.com/@cherylcanzanella958 [https://www.youtube.com/@cherylcanzanella958] Follow Cheryl on Facebook: https://www.facebook.com/cherylcanz [https://www.facebook.com/cherylcanz] Follow Cheryl on Twitter: https://twitter.com/cherylcanz [https://twitter.com/cherylcanz] Follow Cheryl on Instagram: https://www.instagram.com/cherylcanz [https://www.instagram.com/cherylcanz] About It’s Personal… Not Just Business  It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers. Subscribe to the It’s Personal… Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484 [https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484] Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos [https://www.youtube.com/@strategicwealthadvisorsnet3361/videos]  Connect with Michael Fliegelman and It’s Personal… Not Just Business: Website: http://www.lifeinsurancebrokeragemf.com [http://www.lifeinsurancebrokeragemf.com/]  LinkedIn: https://www.linkedin.com › michaelfliegelman [https://www.linkedin.com/in/michaelfliegelman] Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork [https://www.facebook.com/StrategicWealthAdvisorsNetwork] Twitter: https://twitter.com/SwanWealth [https://twitter.com/SwanWealth]

Changing the Way Retirement is Done with Harlan Accola

In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Harlan Accola, CRMP, who has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty has always been working with retirees, which has been the most rewarding part of his career. As the National Reverse Mortgage Director for Movement Mortgage, his goal is to change the way retirement is done for baby boomers in this country. There is a perfect storm and a retirement crisis that can be avoided if we properly manage the trillions of dollars in home equity. Tune in to the episode to hear about: * Lessons learned from growing up on the farm * What is the key to a great retirement? * Common misconceptions about Reverse Mortgages * How nothing affects retirement like housing * The secrets of return risk can increase your legacy for children/heirs Learn more about Harlan Accola: Visit Harlan’s business website: https://movement.com [https://movement.com/] Visit Harlan’s YouTube Channel: https://www.youtube.com/@Movementmtg [https://www.youtube.com/@Movementmtg] Connect with Harlan on LinkedIn: https://www.linkedin.com/in/harlan-j-accola-b6544819 [https://www.linkedin.com/in/harlan-j-accola-b6544819] Follow Harlan on Twitter: https://twitter.com/HarlanAccola [https://twitter.com/HarlanAccola] Follow Harlan on Facebook: https://www.facebook.com/harlan.accola [https://www.facebook.com/harlan.accola] About It’s Personal… Not Just Business  It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers. Subscribe to the It’s Personal… Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484 [https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484] Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos [https://www.youtube.com/@strategicwealthadvisorsnet3361/videos]  Connect with Michael Fliegelman and It’s Personal… Not Just Business: Website: http://www.lifeinsurancebrokeragemf.com [http://www.lifeinsurancebrokeragemf.com/]  LinkedIn: https://www.linkedin.com › michaelfliegelman [https://www.linkedin.com/in/michaelfliegelman] Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork [https://www.facebook.com/StrategicWealthAdvisorsNetwork] Twitter: https://twitter.com/SwanWealth [https://twitter.com/SwanWealth]