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The Importance Of Having A Plan
In todays episode, Joe & Bob go over the importance of having a plan. Plans aren’t written in stone, they evolve and change over time. That said, it is crucial to always have a plan in place.
Joe and Bob role play a scenario of a typical business owner and how we view “investing & Assets” differently than the typical advisor. Listen to the full episode to see how we analyze a new clients situation.
Subscribe on Youtube: https://www.youtube.com/channel/UCpFTe4qmVDjE1fwFIc6W00A
Check out our company Terra Firma's website:
https://www.terrafirmaconsultant.com/
Follow our company Terra Firma on Facebook and Linkedin to connect with us:
https://www.facebook.com/TerraFirmaConsultants/
https://www.linkedin.com/company/assetcoach-taxstrategist/
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By Robert Wolf, Joe Arioto, and Erin NevicosiIn todays episode, Joe & Bob go over the importance of having a plan. Plans aren’t written in stone, they evolve and change over time. That said, it is crucial to always have a plan in place.
Joe and Bob role play a scenario of a typical business owner and how we view “investing & Assets” differently than the typical advisor. Listen to the full episode to see how we analyze a new clients situation.
Subscribe on Youtube: https://www.youtube.com/channel/UCpFTe4qmVDjE1fwFIc6W00A
Check out our company Terra Firma's website:
https://www.terrafirmaconsultant.com/
Follow our company Terra Firma on Facebook and Linkedin to connect with us:
https://www.facebook.com/TerraFirmaConsultants/
https://www.linkedin.com/company/assetcoach-taxstrategist/