27 min
Exit Planning With A Background of Portfolio Management The Exit Planning Coach
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- Management
This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner. Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser member FINRA/SIPC. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
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“In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.”
John F. Dini, CEXP, CEPA
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👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
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About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications.
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SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130
Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T
iHeartRadio: https://iheart.com/podcast/100351872 ============================================
CONNECT WITH JOHN ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/
This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner. Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser member FINRA/SIPC. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
“In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.”
John F. Dini, CEXP, CEPA
============================================
👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications.
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130
Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T
iHeartRadio: https://iheart.com/podcast/100351872 ============================================
CONNECT WITH JOHN ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/
27 min