Successful Financial Salesman Tom Black tells the story of the long journey he took to get to where he is today. His experience within the…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…