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The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Sep 24, 2020

Todd Robinson is Head of Strategic Accounts at Vic.ai, the AI platform for accounting productivity. Todd helps accounting firms all over the U.S. understand how automation, AI, and machine learning can address their most urgent business growth challenges. With 16 years of experience in the accounting industry...


Sep 23, 2020

John Garrett is a catalyst for corporate culture change. He’s on a mission to help teams break down barriers, foster unity and strengthen bonds. No matter where you are in your career, it’s important to differentiate yourself to achieve your goals.

Check out his new book, What's Your And?


Sep 22, 2020

Curtis Ray founded SunCor Financial, LLC and serves as the President and CEO. In 2014, Curtis was introduced to the world of financial planning & insurance. Through years of research, Curtis observed that the traditional investment strategies of the 401(k), IRA, Real Estate, and Insurance were not living up to...


Sep 17, 2020

Sara Gibb is a professional bookkeeper who loves to help others do what they love by providing focused clarity and business support services. Born in Nanaimo, British Columbia, and currently residing in the beautiful town of Chemainus BC, she has been a bookkeeper for the last 13 years. Experienced in...


Sep 16, 2020

Karen Larkin is the CFO of Beemok Capital in Charleston, SC – an ultra-high net worth multi-generational single-family office. She leads strategic long-range financial planning for the firm’s multiple business entities, including overseeing corporate development, mergers, acquisitions, integrations, and...