Episode 336: Rethinking a More Client-targeted Service

Episode 336 originally broadcast on November 12, 2011

Russ visits with Andrea Connally, who founded Senior Care Solutions to serve a burgeoning need—and now works to keep her company small. Guest James Waters founded Partners in Wealth to remove conflicts of interest in financial planning. In our vignettes, PKF’s Greg Price and Byron Hebert discuss economic challenges, and Leisa Holland-Nelson interviews Gina Luna of JP Morgan Chase.

School of Business 11/12/2011

Russ and John present the show that extols the virtues of our capitalistic system. Our curriculum is as good as anybody’s. We want a medal! Includes: the BusinessMakers Quote of the Week— a scary thought from Sir Arthur C. Clarke; This Week in Business History includes the day the first mayor of Paris was guillotined, the day John Adams moved into the White House, and the Alaska Pipeline is born; the Jargon Challenge Round—trendy technospeak that YOU should know; and Dumb Moments in Business History—Australia gets another tax.

James Waters - Partners in Wealth

James Waters, CFP, considers himself a “personal CFO.” His financial planning organization advises high net worth individuals on taxes, investments, estate planning and insurance. Waters founded his company on a business model created to address the conflicts inherent in the financial services profession that can so easily detract from serving the client’s needs.

Andrea Connally - Senior Care Solutions

Our parents are aging and many of us are faced with questions about their needs, the options in providing care for them, and where to go for information. After 30 years in the medical field, Andrea Connally founded Senior Care Solutions to help her clients “put the pieces together.” As the geriatric demographic continues its rapid growth—and with senior care options growing just as rapidly—Connally has an ever-increasing client base.

Women Mean Business - Gina Luna

WMB host Leisa Holland-Nelson, president of ContentActive, gives an extended interview with Gina Luna, CEO of commercial banking for JP Morgan Chase and another extraordinary woman doing extraordinary things.