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
Monday Mar 07, 2016
Monday Mar 07, 2016
Since 1989 when his financial services career began, Greg Melia has had the privilege to meet with thousands of people who were planning, nearing, or already enjoying their retirement. He has taken great pride in his ability to help his clients find solid financial solutions to common retirement problems and through his conservative approach has helped many seniors safeguard their investments and experience financial freedom. Believing strongly in the principle of “doing unto others as you would have them do unto you,” he attributes the majority of his success to simply making decisions that are in the best interest of his clients.
Questions Answered:
1. What benefits can robo-advisors offer the public?
2. Who might use them?
3. Will they grow in size to where they will replace most advisors?
Contact Info:
Show others you care, share