Business Insights

Welcome to Episode 3 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Freddie Rappina and discusses wealth-building and cash flow. Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine...

Welcome to Episode 2 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Susan Chesson and discusses professional growth. Susan is a wealth advisor at Buckingham Strategic Wealth, providing comprehensive investment management and advanced financial planning to high net worth individuals and families. She also ser...

Welcome to episode 1 of the Sterling Insights: Stand Out & Supercharge Your Assets hosted by Roger Silk. In this episode Roger sits down with Michael Martin and they talk about asset diversification Michael Martin is a partner and the director of investments and insurance at Legacy Financial Partners. Throughout his career in the financial services industry, Michael’s investment philosophy for his...

Tune into  Business Insights: Stand Out & Supercharge Your Assets,  the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experi...