Financial Services
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Benjamin Birch (Stratas)
In this episode of the Achieve Podcast, host Taylor Baker sits down with Benjamin Birch, Founder and CEO of Stratas, to discuss his transition from the construction industry into commercial real estate finance and the rapid growth of his company. Their conversation explores entrepreneurship, relationship-driven business development, creative financing strategies, leadership, and the importance of…
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Jag Prakasam (Qdeck)
In this episode of the Achieve Podcast, host Taylor Baker sits down with Jag Prakasam, CEO of Qdeck and a longtime leader in hedge funds, AI, and wealth management innovation. Their conversation explores how artificial intelligence is reshaping the financial advisory industry, the growing importance of trust and personalization, and how advisors can use AI…
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Frank Trotter (Battle Bank)
In this episode, host Taylor Baker speaks with Frank Trotter, CEO of Battle Bank, about his background in digital banking and the evolution of direct-to-consumer financial services, exploring how technology, trust, and customer relationships shape modern banking. Frank shares insights from decades of experience building and scaling online banking platforms and discusses the principles guiding…
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Chris Hilyer (Heritage Wealth Solutions)
In this episode of the Achieve Podcast, host Taylor Baker speaks with Chris Hilyer, Founder and President of Heritage Wealth Solutions, about his journey in financial services and the growing need for guidance as clients transition from wealth accumulation to retirement income planning. The conversation centers on building an intentionally small advisory firm, serving pre-retirees,…
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Melvin Yuan (Stellar)
In this episode, host Taylor Baker speaks with Melvin Yuan, Founder and CEO of Stellar, about his unconventional career journey and how it led him to build a company focused on simplifying back-office operations for founders. The conversation centers on entrepreneurship, context-driven business systems, and creating more connected, efficient support structures for growing companies. What…
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James Bohan (Stonehan)
In this episode of the Achieve Podcast, host Taylor Baker sits down with James Bohan, CEO and Founder of Stonehan, to discuss building a modern accounting and advisory firm focused on real estate investors and business owners. The conversation explores entrepreneurship, leadership, operational growth, and how strategic systems and relationships drive long-term business success. What…
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Kimberley Raimondo (Brookwood Investment Group)
In this episode, host Taylor Baker sits down with Kimberley Raimondo, CEO and founder of Brookwood Investment Group, to talk about what it really takes to build a business rooted in relationships, trust, and long-term thinking in the financial services industry. What You’ll Learn: At its core, this conversation is about building something that lasts.…
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Eric Chebil (Nest Navigate)
In this episode of the Achieve Podcast, host Taylor Baker sits down with Eric Chebil, founder and CEO of Nest Navigate, to discuss his journey in real estate and the mission behind simplifying the home buying process. The conversation centers on improving transparency, education, and support for buyers navigating one of life’s most complex financial…
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Nate Olsen (BestFit PEO Solutions)
In this episode, host Taylor Baker speaks with Nate Olsen, founder of BestFit PEO Solutions and an expert in HR outsourcing and workforce strategy, about how professional employer organizations help businesses streamline operations and scale effectively. The conversation focuses on simplifying HR, improving compliance, and leveraging strategic partnerships to support growth. What You’ll Learn: This…