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March Series: The Secrets of Tax Season with Ted Jenkin

Ted Jenkin is the co-CEO of oXYGen Financial, a financial services business focused on giving financial advice to the X & Y Generations. Ted and his co-founder Kile Lewis started the company in 2008 and built a new model of the Private CFO, helping clients build a personal financial dashboard. oXYGen Financial is best-in-class with the X & Y Generations and also serves boomers and retirees alike.

Engaging Business Topics

Fran and his expert guests deliver engaging business mentoring sessions each week. Each monthly series is available in weekly segments of 10–15 minutes, as Fran and guests discuss important lessons and ideas. With a different guest each month, these business mentoring programs offer continuous learning and diverse insights. You can watch each weekly session on-demand on your computer or mobile device. All business mentoring sessions are archived to watch when you need them. Topics include:

  • Team Management
  • Hiring & Firing
  • Planning
  • Motivation and Inspiration
  • Innovation
  • Troubleshooting
  • Technology
  • Communication
  • Face-to-Face Networking
  • Partnerships
  • Negotiating
  • Referrals
  • Branding
  • Product Development
  • Marketing and Sales
  • Business Philosophy

Featuring Expert Guests

Fran’s guests in the Business Mentoring series include business leaders, academics, industry experts, and everyday entrepreneurs. They are all highly respected and sought-after thinkers. For years they have shared their expertise and insight with some of the biggest, most successful companies in the world. Now, for the first time, small business owners have access to that same level of thinking.


Adam Grant
Bestselling Author & Professor
Adam is the youngest-tenured and highest-rated professor at the Wharton School of Business, and the author of the bestselling book Give and Take. Adam’s research in organizational psychology can be used by any business—from a sole proprietor to the Fortune 500—to grow and increase productivity. Lessons include:

  • How giving affects productivity
  • The connection between effort and passion
  • How to avoid burnout

Joey Reiman
Founder & CEO, BrightHouse
Joey is the Founder and CEO of the global consultancy BrightHouse, and author of The Story of Purpose. With more than 500 creative awards for his work in marketing and advertising, Joey challenges business owners to change the way they think about their missions, brands, and legacies. Lessons include:

  • Discovering your purpose
  • Putting meaning before money
  • What a purpose-driven company looks like

Bill Aulet
Managing Director, MIT
As the managing director of the Martin Trust Center for MIT Entrepreneurship at MIT, Bill is helping to create a new generation of entrepreneurs. As more and more business students go into entrepreneurship instead of finance and consulting, Bill is on the front lines of entrepreneurial education. Lessons include:

  • Whether entrepreneurs are born or made
  • The qualities of an entrepreneur
  • Myths about entrepreneurs

Judith Glaser
CEO, Benchmark Communications
The CEO of Benchmark Communications and author of Conversational Intelligence (and three other bestselling business books), Judith is an expert in creating and maintaining a business’s culture. Her work looks at not only the social impacts, but also the neuroscience of communication and culture. Lessons include:

  • Creating a culture of success
  • Getting the most out of your team
  • The highest levels of conversation

Are you ready to start?

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