by Presented by Brian Stallcop, CFP® | Apr 18, 2023 | Business, Financial Planning
Key Takeaways The financial succession plan addresses ownership concerns in the context of taxes, legal control and related issues. The operational succession plan deals with matters such as governance and management structure. The operational succession plan...
by Presented by Brian Stallcop, CFP® | Apr 18, 2023 | Business, Financial Commentary
Key Takeaways The connection between our mindset and our results is strong. Look for abundance, not scarcity, when assessing opportunities. Pursue lifelong learning—and teach others what you know. “Change your mindset, change your life” is a phrase that’s...
by Presented by Brian Stallcop, CFP® | Mar 15, 2023 | Business
Key Takeaways Driven business owners are strongly motivated to excel. A commitment to lifelong learning and education is a key trait of driven entrepreneurs. Mastermind and CEO groups can help driven entrepreneurs raise their game. Are you a driven...
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