Are your assets truly protected?
In this episode of The Business Ownership Podcast I interviewed Collin Andries. He is a Wealth Advisor at Accesible Wealth Strategies. Collin’s journey from accounting to private wealth management gives him a unique perspective on safeguarding assets and ensuring business continuity in unexpected situations.
He discusses critical topics like creating a comprehensive estate plan, the importance of shareholder agreements, and the value of planning for life events such as illness or loss. Collin shares real stories that highlight how proper planning can make all the difference, including a client who could focus on recovery thanks to a solid financial foundation.
Is your business built to withstand life’s curveballs?
Learn how to secure your business. Check this out!
Show Links:
Book a call with Collin: https://calendly.com/aws2019/30min
Collin Andries on LinkedIn: https://www.linkedin.com/in/collinandries/
Accesible Wealth Strategies Website: https://www.accessiblewealthstrategies.com/
Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cG
Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscaling
Looking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/
المعلومات
- البرنامج
- معدل البثيتم التحديث أسبوعيًا
- تاريخ النشر٢٥ ربيع الآخر ١٤٤٦ هـ في ١١:٢٠ ص UTC
- مدة الحلقة٢١ من الدقائق
- الحلقة٤٦٣
- التقييمملائم