The Tenth Dot

Mark Sessanta, CEO and founder of Stark Financial Group, joins PJ in this episode for a great conversation about how he got started in the business, mentorship, and obstacles and opportunities both past and present.Useful links from this episode:The Tenth DotStark Financial GroupStay Connected:PJ Shevlin: LinkedInMark Sessanta: LinkedInMark Sessanta is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. ...

02-28

32:35

Dave Porter from Baystate Financial joins us this week for some great conversation. With over 39 years of experience in the insurance industry, Dave is currently the owner and Managing Partner of Baystate Financial. Join us as Dave shares his business model as well as his insight on mentorship and areas of challenge and opportunity in the industry.Useful links from this episode:The Tenth DotBaystate FinancialDave's book Where Winners Live: Sell More, Earn More, Achieve More Through Personal A...

08-18

34:09

This week PJ introduces us to financial advisor and Detroit native, Clift Roach II. Clift shares the path he took to end up in the Financial Services industry and what he's doing today that distinguishes him from other advisors. Stay tuned for Clift's take on the biggest obstacles and opportunities he sees in the business today.Useful links from this episode:The Tenth DotStay Connected:PJ Shevlin: LinkedInClift Roach II: LinkedIn

07-21

41:01

This week PJ invited CEO and founder of ProWealthOne, Mitchell Rubin, to discuss his entrepreneurial background, his insight into the current and future state of the financial service industry, and share advice for individuals just getting started in the business. Mitchell is best known for his skill in the design, development and skillful implementation of defined benefit plans and other tax-deductible solutions for business owners. His unique planning process is based on his personal motto,...

07-07

55:35

PJ hosts Greg McRoberts, Managing Partner of WestPoint Financial Group. Following both his father and his grandfather into the financial services business, Greg had a clear vision of the scale and scope of the firm he wanted to build. Relentless in pursuing his vision of a firm that is a leader in the marketplace, Greg has made it a priority to create and foster an environment where financial professionals have the support, guidance, and tools necessary to succeed. Greg shares with us his tho...

06-30

22:55