Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!
Episodes
Friday Dec 16, 2016
Friday Dec 16, 2016
Brad has over 25 years of addressing the financial concerns of retirees and business owners. Add his strong communication skills and Brad, after first listening to his clients’ needs and concerns, is able to simplify and explain in everyday language even the most complex concepts and alternatives. He treasures the trust his clients place in him and safeguards it by his words and actions. His reputation for unquestioned integrity is far more important to him than any fee or commission. For these reasons and more, Brad often forms a close personal relationship with his clients.
While he can be described as a personable and caring person with a passion for his work, Brad’s most accurate characterization might be “the consummate professional.” His singular goal is to treat his clients “as if they were my own parents” and help them build a sound foundation for their financial house. By any measure, some say, he is an advisor worth standing in line to do business with.
Questions Answered:
1) How have millennial's life experiences affected their attitudes about investing?
2) Why are their priorities are different than other generations?
3) Why should they be concerned about retirement savings?
Contact Info:
Website: www.askbradwilliams.com
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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group | Albert J Rasch & Associates | Ghassemian Law Group
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