A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit planning, ESOPs, business continuity planning, building transferable value, family transfers, third-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, building a stronger next-level management team, and much more.
Financial Planning Association
The Pinnacle Group
MassMutual
None
Reese Harper, CFP®
Caleb Brown
Adam Holt and Derek Notman
Wayne M. Zell
Pete Bush
Richard E. Boone
Kate Holmes
Scott Snider
WealthVest
Brad Swineheart
FPA NE
Dan Cuprill, CFP
nextgenin10
Pentegra
Michael Kitces
Financial Advice For All
None
Paul Kingsman
Tom Poltersdorf Jr.
Mike Terrio
PracticeLab podcast
Daniel Kopp, Forrest Baumhover
Ken Unger
Alan Moore and Michael Kitces
The 401k Study Group
Dominique Henderson, CFP®
Caprice Gibson
MDRT Podcast
eMoney & Benzinga
Buckingham Wealth Partners
Matt Ackermann
That Makes Cents
Francois du Toit
Brendan Frazier
Chip Munn
Purposeful Planning Institute
Impact Communications, Inc.
...For Advisors
LifeYield
Wes Young
David DeCelle
Sean Kernan
Alliance of Comprehensive Planners (ACP)
Don Anders
Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers
The Institute of Advanced Financial Planners | David Miller
The Heritage Institute
Shawn Sigler & Josh Martin
Mark Mersman
Jonathan Peyton
Scott Droney
Lincoln Financial Network
Ross Marino
Jonathan Kuttin
Jacqueline Lockie
The Personal Coach
Charlie Van Derven
fmgsuite
Carson Coaching
Zachariah Seiden
Paul Sweeney
Emerge 180
Elite Financial Advisors
Sean Kernan: CFP, Independent Financial Advisor and Blogger
Ty Belknap
Sarah Power and Chris Reed: Directors, Business Concepts Group
Jaime Malm
Adviser Gap
Dr. Travis Parry
Financial Planning
Truelytics
planswell
Don Anders / Brian Theis
Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
Gigi The Planner
RetireReady Solutions
Ironshield Financial Planning
Cathy Booth
Emerge 180
Mark Dorman
Duncan MacPherson
Dan Drummond
Alex Taylor
Philip Calvert
Bill Cates
Bridging The Gap
Clarity 2 Prosperity
MYOB
Brian Kasal
Urban Design London
SkyView Partners
BrendaSBrunet
Rick Riebesell
CEG Worldwide
Gladys Dokubo