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
Wednesday Sep 21, 2016
Wednesday Sep 21, 2016
Matt has been an early adopter of financial planning technology that allows clients to gain better clarity and organization around their entire financial world.
Questions Answered:
1. How is technology changing how financial planning is done today?
2. Business owners can have multiple things going on - various assets, liabilities, business vs. personal goals, etc.
Have you seen technology make planning for business owners more effective? How?
3. Advisors talk about asset allocation, but one of the things you talk about is asset location. Talk a little about that.
Contact Info:
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