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Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

August 29, 2019 by Karen

Phoenix Business Radio

Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

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Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

The founders of Paradigm Shift Financial (PSF) used to work at your traditional financial firm. You know the kind: product-oriented, quota-driven, and commission-based where those with the biggest sales were touted as the best “advisors”.

They did the best they could within that system to bring value and guidance to clients independent of the commission check, all the while being reminded they weren’t driving sales hard enough.

Finally, after feeling like they were hitting their heads against a wall, a light bulb went off.

Why work in, and fight against, an environment which seemed to put sales first and client dreams second? Why not start their own firm; bringing forth education and coaching to clients, free from the need to push products?

This “lightbulb” moment was their paradigm shift. A powerful definition of the term paradigm shift is, “an important change that happens when the usual way of thinking about or doing something is replaced by a new way”. And thus, in 2017 Paradigm Shift Financial, LLC. was born.

Since inception, the firm has been committed to and guided by its Core Values to ensure their clients achieve their dreams. Through powerful coaching, exceptional service, and engaging experiences, clients are led to discover a greater purpose for their wealth. PSF creates an environment in which all members are given the opportunity to share and participate, which engenders a community support structure that has a far-reaching impact.

Thomas Blottenberger spent 8 years with a big financial firm when he discovered his commitment to bring forth the most powerful strategies for his clients was not supported.

In 2017 he co-founded Paradigm Shift Financial with Shauna Price so clients could discover the truth about investment.

After 7 years in the traditional financial industry, Shauna realized that the model was flawed, and clients were at risk. She joined forces with Thomas to alter peoples experience of money and to empower them to realize their dreams.

Follow Paradigm Shift Financial on Facebook, Twitter and Instagram.

Trusted Advisor Radio Episode 6

June 14, 2019 by angishields

Atlanta Business Radio

Trusted Advisor Radio Episode 6

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Talaya Parker, Executive Director of HomeStretch, Inc., is an entrepreneur and business leader with 30 years of success for leading people and managing operations. Talaya started volunteering at the age of 13 as a candy striper at the VA Medical Center (her mother was Lt. Col. in US Army). Talaya is a motivational speaker and mentor. She has spearheaded Business Resource Groups within Diversity/Inclusion, negotiated over $100M in corporate contracts, and has been a volunteer for over 30 years. She believes in inspiring people, innovating big idea and is an internal optimist. She is a change thought leader!

Aspiring Author and National Financial Educator, Sandra Weston, has over 20 years in the finance industry with a diverse background in accounting, investment analysis, commercial real estate lending and underwriting for secondary markets. Now serving as a co-creator of Credit Agent Plus Academy, an online platform that affords open access to wealth building principles and socially conscious programs that will help people create financial freedom online.

Follow Credit Agent Plus Academy on Twitter and Facebook.

About Your Host

Christopher Seabrook is the host of Trusted Advisor Radio and serves as a Financial Representative at Country Financial. He prides himself on working hard to provide the best possible service to his clients. Being able to help people is a central part of his life, and is happy to be of service to his clients and community.

Christopher also enjoys meeting new people and building one-on-one relationships. Open and honest discussions are an easy way for him to connect with clients and ultimately help them secure their financial security goals.

Follow Christopher Seabrook on LinkedIn, Facebook.

Co-Op THINK18 The Race to Excellence at Sheraton Grand at Wildhorse Pass

May 23, 2018 by Karen

Phoenix Business Radio

Co-Op THINK18 The Race to Excellence at Sheraton Grand at Wildhorse Pass

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Co-Op THINK18 The Race to Excellence at Sheraton Grand at Wildhorse Pass

CO-OP’s 11^th annual THINK conference gathered over 750 credit union leaders from around the U.S. They met at the Sheraton Grand at Wildhorse Pass in Chandler, AZ to collaborate and learn strategies to achieve excellence through digital transformation. With the theme of the “Race to Excellence”, there was a strong focus on navigating the complexities of rapid evolution and revolution in order to meet the growing needs of financial consumers. Technology is changing faster than ever, presenting new challenges and opportunities for credit unions; but one thing is for certain, together through strategic partnership and collaboration our industry is well-positioned to thrive.

Phoenix Business RadioX‘s President, Karen Nowicki, along with Co-Hosts, Jodi Low, President & Founder with U & Improved, and Arizona Small Business Association‘s Director of Business Development, Ryan Reyes, got to sit down with a few of CO-OP THINK18’s Speakers, Executive Leaders, “Crashers” and movers & shakers to hear first-hand what’s trending in the industry and how impactful CO-OP THINK Conferences continue to be for credit union leaders and their communities.

Interview with CO-OP Financial Services CEO and President, Todd Clark

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Interview with Ray Lancaster, President/CEO with Pyramid Federal Credit Union

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Interview with Samantha Paxson, Chief Marketing Officer with Co-Op Financial Services

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Interview with Bobbi Febell, CFP and Author of “How to Be a Financial Grown-up”

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Interview with Brandon McAdams, Marketing Vice President with Coastal Credit Union

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Interview with Debt Free Guys, John Schneider and David Auten

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Interview with Andrew Chalko, Vice President with Elements Financial

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Interview with Kelly Mendenhall, Product Vice President with CO-OP Financial Services

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Interview with Paul Love, Chief Information Security Officer with CO-OP Financial

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The Race to Excellence THINK 18 at Sheraton Grand Wild Horse Pass

May 1, 2018 by Karen

Phoenix Business Radio

The Race to Excellence THINK 18 at Sheraton Grand Wild Horse Pass

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The Race to Excellence THINK 18 at Sheraton Grand Wild Horse Pass

More than a conference, app, prize or website, THINK is an innovation platform built to foster a more progressive credit union movement. An ongoing source of collaborative power, THINK is the catalyst for credit unions to provide today’s members with a superior financial services experience. Contributors include some of the world’s best-known thought-leaders, key visionaries of the credit union movement and, perhaps most important of all, the very members we seek to serve better. Find out more about THINK 18 here.

Follow THINK on LinkedIn, Twitter and Facebook.

CO-OP Financial Services is a payments and financial technology company whose mission is ensuring the success of the credit union movement. CO-OP payments solutions, engagement services and strategic counsel help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. For more information, visit www.co-opfs.org.

Amanda Atcheson is the Director of Marketing and Brand Strategy for CO-OP Financial Services, a payments and financial technology company whose mission is the success of the credit union movement. Since joining CO-OP in 2009, Amanda has been responsible for brand strategy and management, product and content marketing strategies and sales enablement. She serves as Managing Editor of the THINK Review magazine and plays a critical role as a producer for the company’s annual THINK conference. Amanda is passionate about emerging technology and the digital transformation of the credit union industry.

She is a graduate of Georgia Southern University with a degree in Marketing and resides in Houston, Texas.

Follow CO-OP on LinkedIn, Twitter and Facebook.

Financial Grownup with Bobbi Rebell CFP® features interviews with the top thought leaders in personal finance and other role models, sharing life-changing and inspiring money stories and advice. The podcast also gives listeners actionable specific advice from Bobbi on how to integrate the lessons into their lives.

Bobbi Rebell is a CFP® and host of the Financial Grownup with Bobbi Rebell CFP® podcast. She is also the author of the best-seller “How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom”. Bobbi is a keynote speaker, conference emcee, and moderator.

She is also an award-winning TV anchor and personal finance columnist and has worked at Thomson Reuters, PBS (Nightly Business Report) CNN and CNBC. Bobbi is a graduate of the University of Pennsylvania.