Phoenix Business Radio

Beyond Business: Building Relationships and Growing in the Community

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Beyond Business: Building Relationships and Growing in the Community

This House Show with Alison Stine and Travis Meyers went beyond the conversation of their job titles and the work they do in business. The common threads that continued to appear between them both in the conversation was community involvement, growing real relationships, and having deeper connections that help support the growth of business.

We are a studio that focuses on building relationships through real connection and this show was a beautiful example of that. Yes, we had the opportunity to learn about what Alison and Travis do for business and the importance of having a financial advisor and an estate planning attorney. We also had the chance to learn about them as people growing real relationships, getting involved in the community, and building partnerships together.

This is a great episode to listen in on if you are wanting to go beyond transactional business. If you are wanting to hear about the importance of growing in the community and building real relationships- then this episode is for you. If you would benefit from hearing other leaders in the community discuss the importance of focusing on yourself and not just adding clients to your business- then this is the podcast for you.

Stine Wealth Management has a focus on putting clients first. Alison enjoys building long-term relationships with her clients and loves to see their plans unfold and adjust as time goes on. She meets with clients face-to-face (or virtually) to help them plan their financial futures.

Alison has much experience in retirement planning, risk management, tax-efficient strategies, and helping clients through the 3 phases of wealth: accumulation, distribution, and wealth transfer.

We always begin with an Initial Consultation to learn more about the prospective client’s financial situation and goals as well as explain our process. From there, we go through a 3 meeting process to fact-find, present a plan, and implement recommendations. Alison prides herself on educating her clients and communicating regularly.

Alison Stine is the Founder of Stine Wealth Management located in Scottsdale, AZ. Alison has been a Financial Advisor for over a decade.

She has been named a 2019 and 2020 Five Star Wealth Manager in the Phoenix Magazine and Forbes, 2021 KNOW Women Honoree, 2022 Under 40 in Wealth Management award – American Bankers Association, 2022 Most Admired Leaders – Phoenix Business Journal, 2022 Business Woman of the Year Finalist – Tempe Chamber of Commerce, 2022 Wildcat Career Champion Award – UArizona Eller College of Management, and 2023 100 Women to KNOW in America – The KNOW Women.

Alison loves to give back and get involved within the community. She is the President of the University of Arizona Alumni Association PhoenixCats Chapter raising scholarship dollars for future Wildcats.

Alison is very involved with the Tempe Chamber of Commerce and currently serves as the Chair of the Women in Business Council bringing together women through various programs. Alison is a graduate of Class XXXVII of Tempe Leadership and has been a mentor through New Pathways for Youth for 7 years.

When she is not working/volunteering/networking you can find her spending time with her husband Billy and their dog Jordy.

Connect with Alison on LinkedIn and follow Stine Wealth Management on Facebook and Instagram.

The Law Office of Libby Banks is a law firm that focuses exclusively on the areas of Estate Planning, Probate and Trust Administration. They work to prevent the problems caused by an unplanned, or poorly planned, estate.

Their clients range in age from 18 to 98. Some have large families. Some have small or no families but consider their pets their children. Client assets range from a house, a car and a small bank account to large businesses and multiple rentals and properties around the United States.

When you engage The Law Office of Libby Banks, you can be assured knowing that your estate is being handled by a highly experienced, seasoned legal team. They take great pride in serving their community and giving their clients peace of mind through some of the hardest moments of their lives.

Travis Meyers joined the Law Office of Libby Banks in September of 2021 as an associate attorney. Travis is passionate about helping people use the law to protect families and give their loved ones peace of mind through careful planning and preparation.

Travis started his career as a litigator, working as a prosecutor in the Maricopa County Attorney’s office and representing individuals as a disability advocate in Social Security disability hearings.

As a litigator, Travis developed the valuable skills of listening, developing strategies and using the law to benefit clients. Travis uses those skills every day at the Law Office of Libby Banks to help clients achieve the goals they set for their estate plans. Travis is always diligent, friendly, and passionate in helping clients.

When Travis is not working, he enjoys playing the piano, golfing, and spending time with his family.

Follow The Law Office of Libby Banks on LinkedIn and Facebook.

About Our Guest Host

Kindra Maples  is spartan racer, past animal trainer, previous magician’s assistant, and has a weakness for Oreo cookie shakes. Her journey working with people actually started working with animals as a teenager (don’t worry we won’t go that far back for her bio).

She worked for over 15 years in the zoo industry working with animals and the public. Her passion of working with animals shifted into working with people in education, operations and leadership roles. From there her passion of leadership and helping people develop has continued to grow.

Then came the opportunity for leading  the Culture Crush Business Podcast and she jumped on it. Leadership, growth, and strong company cultures are all areas that Kindra is interested in diving into further.