How Greg McLaughlin Uses a Team Approach in Exit Planning

18 de jun. de 2024 · 20m 18s
How Greg McLaughlin Uses a Team Approach in Exit Planning
Descripción

In this Exit Planning Coach podcast episode, John Dini interviews Greg McLaughlin, founder and partner of Business and Financial Strategies. Greg discusses his journey from financial planner to Certified Exit...

mostra más
In this Exit Planning Coach podcast episode, John Dini interviews Greg McLaughlin, founder and partner of Business and Financial Strategies. Greg discusses his journey from financial planner to Certified Exit Planning Advisor (CEPA) and shares his approach to working with business owners. He highlights the importance of referrals, building trust, and using the ExitMap Assessment to guide clients through a structured five-meeting process. Greg emphasizes the value of a team-based approach to exit planning, addressing common challenges such as time constraints and helping owners understand return on equity. He concludes by offering advice to new advisors, encouraging them to focus on building a strong team and following a proven process like ExitMap to best serve their clients.
mostra menos
Información
Autor John F. Dini
Organización John Dini
Página web -
Etiquetas

Parece que no tienes ningún episodio activo

Echa un ojo al catálogo de Spreaker para descubrir nuevos contenidos.

Actual

Portada del podcast

Parece que no tienes ningún episodio en cola

Echa un ojo al catálogo de Spreaker para descubrir nuevos contenidos.

Siguiente

Portada del episodio Portada del episodio

Cuánto silencio hay aquí...

¡Es hora de descubrir nuevos episodios!

Descubre
Tu librería
Busca