Exit Coach Radio

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: 

Website: www.barthfinancialadvisorsllc.com

Email: [email protected]

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com

For info contact www.leggettsales.com

Bill Black interviews Lynn Strang and Brian Turner.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future?. In 13 minutes you can have a FREE online Assessment to find out where you rank in 8 key areas at www.BizGrowth123.com

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Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI |HKA Marketing Communications | Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

Bill Black interviews Ken Bator.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future?. In 13 minutes you can have a FREE online Assessment to find out where you rank in 8 key areas at www.BizGrowth123.com

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Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI |HKA Marketing Communications | Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

In this 1 minute highlight, Marlo Van Oorschot, Attorney at Law of Law Offices of Marlo Van Oorschot, APLC discusses the impact of reaching age 65 when it comes to divorce proceedings.

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com

In this 1 minute highlight, Marlo Van Oorschot, Attorney at Law of Law Offices of Marlo Van Oorschot, APLC discusses why she wrote her book How To Survive Grey Divorce.

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com

Just like housing trends and fashions go out of style, what fit you as a career when you were young probably doesn't

work anymore. My coaching focuses on helping my clients navigate the changes and have fun doing it rather than being

miserable and resisting it.

Questions Answered: 

1) What led you to become a Career and Life Design Coach?

2) What led you to write your book Sexy Second Act: Remodel Your Life with Passion, Purpose and a Paycheck?

3) What do you think is the biggest challenge facing Boomers who are either in a career transition or who don't want to

retire?

Contact Info: 

Website: http://3squarescoaching.com/

Email: [email protected]

Bonus Material: 

My book Sexy Second Act: Remodel Your Life with Passion, Purpose and a Paycheck is available on Amazon. Also, a complimentary "get acquainted" coaching session to help someone who is feeling stuck about where to start to design a Sexy Second Act life or career. That session is specifically designed to identify what is stopping them and help them see what might be possible for them. 

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com

Bill Black interviews Jim Jubelirer and Jody Holland for their tips, ideas and precautions.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future?. In 13 minutes you can have a FREE online Assessment to find out where you rank in 8 key areas at www.BizGrowth123.com

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI |HKA Marketing Communications | Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

Bill Black interview Pam Reyes for her tips, ideas and precautions for business owners.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future?. In 13 minutes you can have a FREE online Assessment to find out where you rank in 8 key areas at www.BizGrowth123.com

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI |HKA Marketing Communications | Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

In this 1 minute highlight, David Elliott, President and CEO of the 125-year-old Santa Ana Chamber of Commerce, discusses why business owners should consider joining, and participating in, their Chamber of Commerce.

Transcript: 

Bill: So, there's been a lot of talk, especially on LinkedIn and some other types of community networks out there, and people are starting to question: is the Chamber a good thing for me to get involved with as a small business owner? What would you say to someone like that as far as, why should they get involved with the Chamber? 

David: Well, I think, as we said at the beginning, there is always the networking, relationship building piece, which is kind of very foundational to any Chamber of Commerce, but I think it doesn't just end there. I think there's also the opportunity to do some, not just networking, but advertising. There's also the advocacy piece which we mentioned earlier, along with the access to other folks that you might need to be in front of, and then just being involved with a number of different activities and events, it creates a great opportunity. 

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com