CBS Spotlight
Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
Podcasting since 2024 • 28 episodes
CBS Spotlight
Latest Episodes
James Wong - The Founder's Chair
In this episode, we feature James Wong, founder of The Founder's Chair. With over two decades in financial services, James brings deep experience in insurance, technology distribution, startups, and M&A. He shares his personal journey and t...
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Season 1
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Episode 29
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55:56
Rick & Jake Eskin - Dye & Eskin, INC.
In this episode of CBS Spotlight, features Rick & Jake Eskin from Dye & Eskin, highlight unique corporate life insurance solutions that do not require medical exams. The discussion focuses on how advisors can leverage these guaranteed i...
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Season 1
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Episode 28
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41:28
John Swystun - Auxesys INC Part 2
In Part 2 of our conversation with John Swystun, CEO of Auxesys, Inc., we dive deeper into the strategies that help financial advisors stand out in a crowded market. John shares actionable insights on leveraging authentic storytelling, digital ...
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Season 1
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Episode 27
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24:03
John Swystun - Auxesys INC
In this episode of CBS Spotlight, John Swystun shares his unconventional career path from producing snowboard videos to becoming the CEO of Auxesys, Inc., a digital marketing firm specializing in wealth management. He discusses the importance o...
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Season 1
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Episode 26
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24:19
Fabian Gonzalez - National Vice President Symetra
In this episode, Eric Alvarado and Ted Hikes discuss the high net worth foreign national market with Fabian Gonzalez from Symetra. They cover the attractiveness of US life insurance, market opportunities, and the unique challenges faced by fore...
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Season 1
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Episode 25
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30:21
