Leaders Direct is our new podcast. Tune in for sales ideas, success stories and business conversations.

Our goal is to provide entertaining education, that you can listen to any time.

Meet Jim Raabe

Meet Jim Raabe, Directors Council Member | December 31, 2020After a 13-year career as a banker, Jim entered the financial planning business in 1990 and is founder

Meet Sal Palazzolo

Meet Sal Palazzolo, Directors Council Member | December 4, 2020 Salvatore Palazzolo started his career in 1996. He is a Certified Treasury Planner, winner of the Five Star Wealth Manager award

Meet Robin Robertson

Meet Robin Robertson, Directors Council Member | November 20, 2020 Robin Robertson, principal of Pacific Peak Advisors, has been in the financial services industry for over 30 years. She specializes in

Meet Tim Gelinas

Meet Tim Gelinas, Directors Council Member | October 2, 2020 With more than 20 years of experience, Tim specializes in helping retirees preserve and protect their assets. His personalized service has

Meet Sonny Horn

Meet Sonny Horn, Directors Council Member | October 2, 2020 Sonny has resided with his family in The Woodlands, Texas since 1980. He is a graduate of Lamar University with

Starlight Portfolios, With Kemi Akeju

Starlight Portfolios, with Kemi Akeju | August 28, 2020 Starlight Portfolios provides investors of any size access to a broad universe of diversified investments, exclusively through mutual funds. The portfolios feature