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 • 26 episodes
CBS Spotlight
Latest Episodes
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
Mark Lingenfelter and Jamie McGill - Christopher Steet Financial
This episode highlights Christopher Street Financial, founded in 1981 by Robert Casaletto to serve the unique financial planning needs of the LGBTQ+ community. What began as a bold stand for inclusion has grown into a firm known for empat...
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Season 1
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Episode 24
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26:13
Shane Keith - KDI Wealth
We sat down with Shane Keith of KDI Wealth to explore how their firm is doing more than just managing money — they’re building a true community. From Valentine’s Day dinners to wellness events, and even international and domestic trips, KDI is ...
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Season 1
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Episode 23
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21:52
