Apr 16, 2018
Having the right advisory team in place can make the difference between your business winning gold or getting the wooden spoon. Justin goes over the different players you’ll need on your business team, as well as explaining each of their roles in making your business a success.
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00:30 - Build Your Dream Team
02:48 - Everyone needs a team to support them
04:31 - Who needs to be on your team?
04:37 - The CFP
08:39 - The CPA
14:40 - The Attorney
18:22 - The Insurance Agent
20:11 - The Banker/Lender
20:44 - The Business Coach
21:56 - Summary
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Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.