39 min
#18 Impactful Wealth Transition Planning w/ Ahmie Baum | Founder & CEO at Interchange Capital Partners Financial Advisor's Workshop with Brian Kasal
-
- Investing
Download our Guide on “How To Add $100M+ To Your Managed Assets This Year” for FREE by going to https://financialadvisorsworkshop.com/
Ahmie E. Baum (https://www.interchangecp.com/) is the CEO of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has a passion for what they do and that executes for each client’s unique needs. He and his team consistently strive to deliver a “WOW” client experience. Ahmie is committed to giving his clients the guidance, education, and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.
Interchange Capital Partners works in a specialized area of transition planning by unlocking a lifetime of work. They work with business owners, medical professionals, accountants, and other professionals in order to help them manage their financial affairs and generational wealth building with optimum efficiency. Making mistakes with wealth building can impact generations of your family, and getting it right requires a different model and approach than what’s considered the standard.
LinkedIn: https://www.linkedin.com/in/ahmiebaum/
Website: https://www.interchangecp.com/
Twitter: https://twitter.com/InterchangeCP
To see short videos of all our best Financial Advisor Workshop tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most rec
Download our Guide on “How To Add $100M+ To Your Managed Assets This Year” for FREE by going to https://financialadvisorsworkshop.com/
Ahmie E. Baum (https://www.interchangecp.com/) is the CEO of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has a passion for what they do and that executes for each client’s unique needs. He and his team consistently strive to deliver a “WOW” client experience. Ahmie is committed to giving his clients the guidance, education, and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.
Interchange Capital Partners works in a specialized area of transition planning by unlocking a lifetime of work. They work with business owners, medical professionals, accountants, and other professionals in order to help them manage their financial affairs and generational wealth building with optimum efficiency. Making mistakes with wealth building can impact generations of your family, and getting it right requires a different model and approach than what’s considered the standard.
LinkedIn: https://www.linkedin.com/in/ahmiebaum/
Website: https://www.interchangecp.com/
Twitter: https://twitter.com/InterchangeCP
To see short videos of all our best Financial Advisor Workshop tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most rec
39 min