Josh Patrick is a certified financial planner and chartered financial consultant based out of South Burlington, Vermont. He is the Founding Principal at Stage 2 Planning Partners where he specializes in creating business value, private business wealth management, and business succession planning. 

Josh has over 23 years as a financial advisor and works very closely with blue-collar private business owners. His passion in life is to help these individuals create extraordinary value with their businesses and lives. He has taught over 200 seminars and hundreds of companies over the past 35 years. 

Listen in as they discuss:

• Josh’s journey into the financial industry
• The reasons why he chose to offer service to a specific demographic
• The biggest challenge for private business owners and how they can be resolved
• What happens when you are operationally free from your business
• The worst advice Josh has seen or heard given in building a business
• Identifying your unique ability
• Elements that make a business work
• How important is culture and value in business

You cannot be an expert at your job unless you are personally responsible ~ Josh Patrick

Josh also discusses with us one of the major mistakes businesses make when recruiting or hiring employees.

TIP OF THE WEEK

Mark: My tip of the week is to learn more about Josh Patrick, what he's doing, and go to stage2planning.com.

Josh: We tackled all these issues of our friend (Who's he going to transfer the company to, how's he going to transfer his company, how's he going to have money when he retires, what's he going to do after he retires) in this book, The Sale Ready Company, you can find it on www.salereadycompany.com. You can buy the book for $7.95 and you get eight or nine bonuses which will tell you what exactly you're going to do to implement the stories in the book.

WANT TO LISTEN MORE?

Did you like this episode? If so, tune into another one of our exciting episodes with special guest Patty Dominguez as we discuss how to position your business uniquely in the business.

Isn’t it time to create passive income so you can work where you want, when you want and with whomever you want?