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Financially Simple Bizcast


The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

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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ARTICLE TRANSCRIPT: https://financiallysimple.com/essential-professional-advisory-team-members-for-a-startup/

 

TIME INDEX:

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

 

USEFUL LINKS:

Financially Simple Website

Why You Should Have a Financial Advisor Who is a Fiduciary

 

Financially Simple podcasts are recorded on:

Samsung notebook: https://amzn.to/2EvYu3P

Yeti Blue Microphone: https://amzn.to/2VB6V7x

 

DISCLAIMER:

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.