Episode 11 (WBIN-TV): Money Management

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Episode 11 (WBIN-TV): Money Management

Who teaches your Financial Advisor? What about those new Department of Labor rules? What does beekeeping have to do with financial planning? You can get advice from a banker or a money manager. But what happens when if the money manager works for a bank? The full 30-minute episode is featured, with separate segments on Scott Stathis, David Macchia, Sean Tesoro, J.P. Pontbriand and Jennifer Powell.

Stathis Partners is an executive resources firm in the bank and credit union brokerage channel.  Scott Stathis is the Managing Partner. 

Wealth2k provides a philosophy and process, financial advisor training, client-facing communications and also proprietary income planning software. Furthermore, David Macchia is the founder.

J.P. Pontbriand joined Salem Five Investment Services in 2006. Also, and as one of the firm’s senior advisors, he manages investment portfolios and provides related advisory services for both institutional and individual clients. He additionally lives in Hampton Falls, New Hampshire. 

 Salem Five Financial offers strategic, unbiased financial advice to the greater Boston area. Sean Tesoro also serves as the President. 

 Jennifer Powell is a communication strategist and founder of the Excellent Writers Group. She comments on communication for Money Management Firms. 

Episode 11 (WBIN-TV): Money Management

The Language of Business ® is an independently produced news magazine which mixes in-studio and also on-locations interviews with entrepreneurs. To date, the Show has aired on over 90 public access stations in 24 US states. Our recent topics are Branding for Success, the increasing popularity of the Made in the USA label, and Global Commerce with a Local Touch. Additionally, we discuss Decoding the Alphabet of Finance and furthermore the Business of Sports.

We’re always looking to reach a wider audience. In order to address the challenges and questions that entrepreneurs face and provide insights that can help them grow their businesses. As a result,we give entrepreneurs a stronger voice, globally, nationally and in their local communities. The Language of Business ® is a resource for entrepreneurs and others interested in local business growth. In conclusion, there is a lot of innovation in the area and this is most of all an opportunity to highlight the great work that’s being done.

Full 30 minute episode (non commercial TV version):

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About Author

Greg Stoller is actively involved in building entrepreneurship and international business programs at Boston University in the Questrom School of Business. He teaches courses in entrepreneurship, global strategy and management and runs the Asian International Management Experience Program, and the Asian International Consulting Project.

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