The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA® of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry.
0 Comments Click here to read/write comments
Topics: Business Value, Benchmarking, valuation
.png?width=1200&height=628&name=Procrast%20Blog%20(1).png)
Great opportunity comes often with great risk. But just as importantly, and far more prevalently, everyday challenges wear on us, too. How many times have you had the same conversation with a client about opening that 529? Or upping that 401k contribution? They want to do it – so they say – but they keep showing up for meetings without having done it.
0 Comments Click here to read/write comments
Topics: Succession Planning, Business Value, Transition Plan, Continuity, Sustainability, Leadership, Valuation & Appraisal, KPI, marketing, valuation