Meet The Expert with Elliot Kallen Podcast Por Elliot Kallen arte de portada

Meet The Expert with Elliot Kallen

Meet The Expert with Elliot Kallen

De: Elliot Kallen
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/© 2023 Meet The Expert with Elliot Kallen Economía Finanzas Personales Gestión y Liderazgo Liderazgo Política y Gobierno
Episodios
  • Business Succession and M & A Strategies | Norman Kallen
    Aug 6 2025
    Elliot Kallen speaks with leading M&A and tax attorney Norman Kallen about the critical steps in business succession planning and successful mergers and acquisitions. They discuss how to structure deals, safeguard shareholder value, and navigate complex transitions to ensure long-term stability and a smooth change of ownership.
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    40 m
  • What are Opportunity Zones? | Steve Kantor
    Jul 30 2025
    Opportunity Zones offer a unique way to invest in real estate while enjoying significant tax benefits. In this episode, Elliot Kallen and Steve Kantor discuss how Opportunity Zones work, the importance of diversification, and how to identify the best markets and projects for your investment.
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    24 m
  • Secrets to Successful Loyalty Programs | Tom Burgess
    Jul 16 2025
    On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies on how to acquire, retain, and engage consumers while keeping your program fresh and exciting.
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    23 m
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