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CBS Spotlight

CBS Spotlight

By: Tedd Hikes and Eric Alvarado
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About this listen

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.

© 2026 CBS Spotlight Economics Marketing Marketing & Sales
Episodes
  • Liz Hand - Pleasant Wealth

    Liz Hand - Pleasant Wealth
    Apr 9 2026

    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‑centered firm. The conversation dives into the intersection of money and mindset, serving women approaching and entering retirement, and building an advisory practice rooted in purpose, clarity, and long‑term sustainability
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    22 mins
  • James Wong - The Founder's Chair

    James Wong - The Founder's Chair
    Mar 20 2026

    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 personal journey and the philosophy behind The Founder’s Chair, focused on helping founders lead with clarity and connecting funders with meaningful growth opportunities.
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    56 mins
  • Rick & Jake Eskin - Dye & Eskin, INC.

    Rick & Jake Eskin - Dye & Eskin, INC.
    Jan 27 2026

    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 these guaranteed issue life products to provide substantial benefits to corporate clients, streamline the insurance process, and expand their business with minimal effort
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    41 mins
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