SuccessionFit Podcast


Manage series 2993237
Tekijältä Joe Aguiar and Tom Hine. Player FM:n ja yhteisömme löytämä — tekijänoikeuksien omistajana on kustantaja eikä Player FM ja ääntä lähetetään suoraan heidän palvelimiltaan. Napsauta Tilaa -painiketta, kun haluat seurata Player FM:n päivityksiä tai liittää syötteen URL-osoitteen muihin podcast-sovelluksiin.
In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth. Guest or topic suggestions: Contact Tom: Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

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