Are you ready to navigate the complexities of business exits and retirement strategies?

It’s a significant life change that many aren’t fully prepared for. That’s why it’s so important to find and work with an advisor who’s the right fit for you.

Welcome to the inaugural episode of Transition Talks with Josh Ackerman, where he shares his journey of becoming a financial advisor and the motivation behind it. From personal anecdotes about growing up in a financially divided household to embracing his calling, Josh shares his journey into financial advising and the critical lessons he learned. Explore how tailored financial advice, built on a foundation of trust and personal understanding, can lead to a successful client-advisor relationship and business exit or transition.

Josh discusses: 

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• The motivations behind becoming a financial advisor and the journey from selling life insurance to offering comprehensive financial planning services
  
• The importance of a personalized approach in financial planning and the dynamics of client-advisor relationships
  
• How understanding financial planning from two polar opposite parental viewpoints offers unique insights into dealing with clients
  
• The challenges and opportunities in preparing family-owned businesses for transition, encompassing both internal transfers and sales to external buyers
  
• Why tailored advice and finding the right advisor-client fit enhances the chance of a successful transition
  
• The critical need for early planning in business exit strategies and the potential impact of demographic shifts on business transition trends
  
• And more
  

Connect with Josh Ackerman: 

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• Context Financial
  
• josh@contextfinancial.com
  
• LinkedIn: Josh Ackerman
  
• Facebook: Context Financial, LLC
  
• Instagram: Context Financial
  
• YouTube: Context Financial