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This week we are joined by Rick Scruggs to discuss "Business Continuity, Success(ion), Transition & Exit Planning". Rick is founder and CEO of Financial Designs. The firm works with Private & Family Business Owners in continuity, success(ion), transition & exit planning. Rick and his team collaborate with other advisors to create plans that work. The firm has a financial solutions operation with products for retirement plans, benefit plans, and insurance. The advisor team are all licensed and registered investment advisors and act as (321) fiduciaries for managed investment accounts.
To learn more visit https://www.financialdesigns.com/
Please visit our website to learn more https://indiebooksintl.com
Marketing With A Book Podcast Episode 71
Recorded 6/14/2022
5
22 ratings
This week we are joined by Rick Scruggs to discuss "Business Continuity, Success(ion), Transition & Exit Planning". Rick is founder and CEO of Financial Designs. The firm works with Private & Family Business Owners in continuity, success(ion), transition & exit planning. Rick and his team collaborate with other advisors to create plans that work. The firm has a financial solutions operation with products for retirement plans, benefit plans, and insurance. The advisor team are all licensed and registered investment advisors and act as (321) fiduciaries for managed investment accounts.
To learn more visit https://www.financialdesigns.com/
Please visit our website to learn more https://indiebooksintl.com
Marketing With A Book Podcast Episode 71
Recorded 6/14/2022