Your Business Your Life

Your Business Your Life


61. How a Financial Assessment Process Works - Part 2: Know What Your Business is Worth

October 06, 2022

A couple of weeks ago, I shared with you the first of an eight-part series where I was invited as a guest for the Virtual U.S. Financial Advisors podcast. Basically, I gave the audience an idea of how I identify my client’s major wants, needs, and concern