Are You Set Up for a Successful Practice Transition?
10 de mar. de 2022 ·
18m 53s
Descarga y escucha en cualquier lugar
Descarga tus episodios favoritos y disfrútalos, ¡dondequiera que estés! Regístrate o inicia sesión ahora para acceder a la escucha sin conexión.
Descripción
Join Casey, Jarrod, and Stacy Phillips, CFP®, in this enlightening episode as they unpack the importance of early planning for practice transitions. From understanding the financial implications to mapping out...
mostra más
Join Casey, Jarrod, and Stacy Phillips, CFP®, in this enlightening episode as they unpack the importance of early planning for practice transitions. From understanding the financial implications to mapping out a strategic roadmap for the future, this conversation covers key considerations for practitioners of all levels. Discover why foresight and preparation are the keys to a seamless transition.
Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
Instagram: @fourquadrantsadvisory
LinkedIn: Four Quadrants Advisory
mostra menos
Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
Instagram: @fourquadrantsadvisory
LinkedIn: Four Quadrants Advisory
Información
| Autor | Four Quadrants Advisory |
| Organización | Four Quadrants Advisory |
| Página web | www.fourquadrantsadvisory.com |
| Etiquetas |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
Comentarios