May 11, 2020
In episode 262 of Financially Simple, Justin and Brandon Jordan of Heritage Investors discuss the tentative relationship that Business Owners have with Financial Advisors.
Who knows best what is in the interests of a Small Business Owner on how to increase their wealth? Wall Street execs? Financial Advisors? Or a guy their friend knows? Justin and Jordan take a look at the relationship between Business Owners and Financial Advisors, how it can be improved, and having success in business.
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01:33 - Why Do Business Owners Dislike Financial Advisors?
08:28 - Wary of Wall Street
18:32 - Big Money
22:36 - The Success Team
26:49 - Success Stories
29:47 - Wrap 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.