May 28, 2020
In episode 267 of Financially Simple, Justin and Brandon Jordan use baseball to discuss the key players of a Success Team... the advisory people, often outside your business, that support you in vital areas.
If there’s an analogy to life, the world, and everything including business, it’s baseball! Justin and Brandon go through the key members of a Success Team business owners need on their side, likening them to the various positions of players on the diamond field.
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01:20 - Members of the Success Team
03:17 - A Lot Like Baseball
05:43 - The Catcher: Your CFP
09:25 - The Power Hitter: The CPA
11:38 - Second Base: The Insurance Experts
14:20 - Short: Trust & Estate Attorneys
15:21 - Third: The Business Attorney
17:53 - The Left Outfield: Your CVGA
19:21 - Centre Field: The Exit Planner
20:38 - The Right Outfield: An Out-Sourced CFO
24:02 - The Cost
26:26 - The Fans in the Stands
29:32 - Wrapping Up
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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.