Podcast
CBS Spotlight
Hosted by Tedd Hikes and Eric Alvarado · EN
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.
14episodes
Episodes
Newest firstAll episodes
Kim Luthy Synthesis Wealth Pt 1
2w ago00:26:38Tap to summarizeIn 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 career in the financial industry and how life’s challenges—from stepping into a caregiver role at a young age to advocating fiercely for her children during serious health crises—shaped her into a resilient leader and advisor. The discussion explores her definition of “grit,” the importance of advocacy and generosity in leadership, and how her lived experiences directly inform the way she shows up for clients, mentors others, and builds deep, trust‑based relationships within her practice.
Transcribe →Liz Hand - Pleasant Wealth Pt 2
4w ago00:24:14Tap to summarizePart 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 creating space for meaningful conversations, balancing growth with sustainability, and leading with empathy in an industry that often prioritizes numbers over people. It’s an honest look at how intentional firm design—and intentional listening—can transform both client relationships and long‑term success.
Transcribe →Liz Hand - Pleasant Wealth Pt 1
Apr 900:22:00Tap to summarizeIn 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
Transcribe →James Wong - The Founder's Chair
Mar 2000:55:56Tap to summarizeIn 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.
Transcribe →Rick & Jake Eskin - Dye & Eskin, INC.
Jan 2700:41:28Tap to summarizeIn 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
Transcribe →John Swystun - Auxesys INC Part 2
Dec 400:24:03Tap to summarizeIn 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 authentic storytelling, digital ecosystems, and creative branding to foster trust and long-term client relationships.We also explore how technology and compliance intersect in marketing—and why adaptability is key for sustainable growth in wealth management firms.
Transcribe →John Swystun - Auxesys INC
Nov 1900:24:19Tap to summarizeIn 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 discusses the importance of storytelling, systems thinking, and creativity in marketing, particularly for financial advisors. The conversation highlights how these elements can create organic growth in wealth management firms while adapting to regulatory challenges.
Transcribe →Fabian Gonzalez - National Vice President Symetra
Oct 3000:30:21Tap to summarizeIn 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 challenges faced by foreign nationals in obtaining life insurance. Gonzalez highlights the importance of partnerships, establishing connections in the US, and working with a knowledgeable insurance company to navigate this complex market.Symetra's high-net-worth foreign national (HNWFN) market program may have new or amended rules and restrictions, and is subject to change in order to be compliant with requirements in the client's home jurisdiction. The program is subject to change without notice. Life insurance is issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. Not available in all U.S. states or any U.S. territory EOPM-312 8/25
Transcribe →Mark Lingenfelter and Jamie McGill - Christopher Steet Financial
Sep 1900:26:13Tap to summarizeThis 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 firm known for empathy, trust, and authentic relationships. Over 40 years later, they remain committed to financial planning that truly understands and supports their clients. Tune in to hear how Mark Lingenfelter and Jamie McGill discuss how Christopher Street Financial is still making a difference.
Transcribe →Shane Keith - KDI Wealth
Sep 200:21:52Tap to summarizeWe 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 domestic trips, KDI is finding innovative ways to bring clients together and deepen relationships. It’s a refreshing take on wealth management: creating experiences that connect people, strengthen trust, and make planning more meaningful.
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