How Financial Advisors Can Grow Their Business By Serving Entrepreneurs in Transition
Laurie Barkman joined Mike Langford on the Modern Financial Advisor Podcast to explore how financial advisors can grow their business by helping entrepreneurs and business owners with their transitions. BTW: Many of the recommendations and strategies Laurie offers are...
79: Don’t Fail to Plan Your Exit | Mark Kravietz, Aline Wealth
Every business owner will leave their company one day. Laurie Barkman talks with Mark Kravietz, award-winning Certified Exit Planning Advisor and Managing Partner of Aline Wealth. Listen in as they discuss why not having an exit plan presents risk to your business,...
78: Finding Time Wealth | Craig Clickner and Carrie Bohlig, Tandem Consulting
Finding time wealth means having the ability to choose how you spend your time. On this episode, Laurie Barkman talks with Craig Clickner and Carrie Bohlig. They’re the married co-founders of Tandem Consulting and other companies. Their businesses, which...