The Blake Haggett Podcast

I’m a quality over quantity type of person.   In a few key words, understand that my story is the driving force behind what I do.  I’m lucky enough to work with a handful of employee benefit producers & financial advisors, and many of them I get to call friends. Together, we consult their employer & individual clients on income protection (otherwise known as disability insurance – but that name drives me insane).  Most clients have no idea what their income protection situation looks like, and I don’t blame them.  Fortunately (or unfortunately), I come from a place where knowing what your income protection policy says is REALLY important; ultimately, it’s because my family lived off those benefits for 20 years while my Dad, a former CPA, battled a rare form of cancer called Esthesioneuroblastoma.  Most advisors know about disability insurance, but they already have their hands full with a client’s health insurance needs or investment portfolio. That becomes their primary focus. I work behind the scenes (and sometimes from the main stage) as their income protection expert, helping them consult & educate their clients.  Providing quotes is not my value-add, nor is distributing “sales advice”. If you want to sell a policy to hit quota, please go elsewhere. If you want to have a meaningful conversation with your client, and be a true consultant of their income planning, then you’ll likely enjoy connecting with me.  I aim to give every advisor the education & ability to have this conversation with their client, and I provide much of that content here on LinkedIn.  My ultimate goal is for people to understand what they don’t know about their income, whether I’m involved or not.  Thank you again for taking the time to read this – if you’d like to connect, please feel free. You can also reach me by email at [email protected]

On this episode we had a chance to sit down with Steven Gabrielsen with Creative Advising. Steven has started one of the most innovative accounting company's and provides more services than just a simple tax return. Turbo tax will not kill the typical accountant it will just force CPA's to adapt and provide more value to the customer. Steven puts a lot of his success on the moment when he was faced with a chance to give up or pick himself up. Adversity is something all entrepreneurs face and in this episode we talk about many tendencies of the entrepreneurial mind.  How to contact Steven:  Instagram: @Steven Email: [email protected]

On this episode of the YES show we had the pleasure of sitting down with one of the owners of Stack Rock Group a landscape architecture firm in Boise Idaho. They have been able to increase their business in a boring industry using social media and it has also helped them accomplish landing jobs all across the US.  You can go follow Stack rock group and Krisjan Hiner: IG: Stack Rock Group Twitter: Stack Rock Group IG: Krisjan Hiner Twitter: Krisjan Hiner

Luca DeGrossi is a Principal at Pioneer Communities, a full-service commercial real estate investment firm focusing on the acquisition and management of manufactured housing communities, self-storage, and multifamily properties nationwide. In addition to acquisitions and investments, Luca owns and operates a real estate digital marketing firm called @RealEstate (@RealEstate on Instagram). Born and raised in Italy, Luca started his career as an analyst at RPM Development where he oversaw a $1B portfolio of affordable housing assets in NJ, and then transitioned to HKS Capital Partners in Manhattan, a debt, equity, and structured finance shop sourcing and executing in excess of $15B in commercial transactions. Headquartered in New York City, Luca and his partner, Nick Hakim, co-founded Pioneer with the intention of providing affordable solutions to American residents nationwide. Links: www.instagram.com/lukedegrossi www.pioneercommunities.com

Website // www.realestatewithtazz.com Instagram // @realestatewithtazz  Facebook // www.facebook.com/RealEstateWithTazz/  LinkedIn // www.linkedin.com/in/tazz/