Checklist for Entrepreneurs

November 14, 2022

Sometimes, when an entrepreneurial client has a big idea, they will take that and run with it. As a financial professional, you’ll want them to…

The breakdown of selling a business

February 22, 2021

Selling a business can be a huge strain on the business owner and their family and if it isn’t done correctly, livelihoods can be at…

Don’t let your business die

January 20, 2020

Your clients thinking their business is invincible can be dangerous, especially if their retirement funds are riding on it. This episode with Lewis Schiff, Author…

Don’t let your business die

January 1, 2020

Your clients thinking their business is invincible can be dangerous, especially if their retirement funds are riding on it. This episode with Lewis Schiff, Author…

6 reasons businesses fail to successfully sell

November 4, 2019

Business owners stink at planning for retirement! They invest everything into their business and then count on the sale of their business to fund their…

Drafting your business blueprint

June 3, 2019

A large portion of a business owners’ net worth is tied up in their business, and if they don’t have a proper succession plan in…

Teamwork makes the dream work

March 4, 2019

Celebrities hold a huge influence over the way we think. For some reason, we disregard opinions of professionals but will obsess over a celeb regardless…

What’s your legacy?

February 25, 2019

Creating a holistic financial plan is important, but if you can’t convey why it’s important, your clients won’t take any action. Use this episode with…

How to enhance the value of your business pt. 3

January 28, 2019

Did you know that for 64% of business owners, the company is the primary source of income to support them? Whether it’s in two years…

How to enhance the value of your business part 2

January 21, 2019

We’re in our 3 part series with Scott Bushkie to talk about enhancing the value of your business. Now, he’s back for part two to…

How to enhance the value of your business pt. 1

January 14, 2019

This week’s show is a must listen for both you and your clients! We’re talking business valuations and exit strategies. Why is this important for…

How to enhance the value of your business (part 2)

January 1, 2019

Last month, we had Scott Bushkie on to talk about enhancing the value of your business. This month, he’s on for a part two to…