
Teresa De Leon Arden Trust
In this episode of CBS Spotlight, the conversation features Teresa De Leon, National Director of Sales at Arden Trust, who discusses how trust planning can help families preserve wealth, protect beneficiaries, and create

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Hosted by Tedd Hikes and Eric Alvarado · 🇺🇸 US · EN-US · 33 episodes
Established thought leaders with verified media credentials.
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.
Tedd Hikes and Eric Alvarado hosts CBS Spotlight, a business show with 33 episodes published.

In this episode of CBS Spotlight, the conversation features Teresa De Leon, National Director of Sales at Arden Trust, who discusses how trust planning can help families preserve wealth, protect beneficiaries, and create

In this Part 2 episode of CBS Spotlight, Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, shares her perspective on growth, resilience, and intentional living. She discusses viewing life in “season

In this episode of CBS Spotlight, the conversation features Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, who shares her remarkable personal and professional journey. Kim reflects on her 38‑year

Part 2 of our conversation with Liz Hand goes even deeper. Liz expands on how values‑based planning shapes better outcomes for clients, especially women navigating retirement transitions. She shares practical insights on

In this episode of CBS Spotlight, features Liz Hand from Pleasant Wealth. Liz shares her journey as a second‑generation financial advisor and how she’s helped reshape her family’s practice into a more intentional, human‑

In this episode, we feature James Wong, founder of The Founder's Chair. With over two decades in financial services, James brings deep experience in insurance, technology distribution, startups, and M&A. He shares his pe

In this episode of CBS Spotlight, features Rick & Jake Eskin from Dye & Eskin, highlight unique corporate life insurance solutions that do not require medical exams. The discussion focuses on how advisors can leverage th

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 authenti

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 di

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

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 fi

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

In this episode of CBS Spotlight, Jen Fox, Vice President of Federal and Political Affairs at Finseca, discusses the importance of financial security professionals, the role of life insurance, advocacy efforts, and the c

In this episode of CBS Spotlight, Hector Martinez from John Hancock discusses the transformative impact of generative AI in the insurance industry and elaborates on John Hancock's unique approach to behavioral insurance

In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes interview Hector Martinez, the Head of Insurance at John Hancock. Hector discusses his extensive career in the insurance industry, sharing insights abou

In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes discuss the importance of engaging women in the financial industry with Jeanie Underwood from Global Atlantic. They explore strategies that can help fin

In the latest CBS Spotlight episode, retirement expert and economist Tom Hegna shares his insights on achieving a financially secure retirement. With over 30 years of experience, Tom emphasizes the importance of guarante

In this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on her experiences, which

In this episode, Matt Regan from Wealthcare Capital Management discusses the importance of goals-based financial planning and the evolution of the financial advising industry. He highlights the shift towards holistic wea

In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth management. They ex
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CBS Spotlight is hosted by Tedd Hikes and Eric Alvarado. The show is categorised under business (marketing) and has published 33 episodes.
CBS Spotlight has published 33 episodes.
CBS Spotlight regularly covers business, marketing. It sits in the business category, with a marketing focus.
CBS Spotlight is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
CBS Spotlight hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of CBS Spotlight average 27 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates CBS Spotlight's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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