Getting More Value Out Of Your Advisor Relationships, With Marc Rosen Fully Invested - Helping Business Owners And Management Teams Maximize Business Value | Raising Growth Capital And Financing; Mergers And Acquisitions; Sell A Business; Buy A Business; Commercial Real Estate Finance; Valuation podcast

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Western Reserve Partners LLC에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Western Reserve Partners LLC 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Fully Invested - Helping Business Owners and Management Teams Maximize Business Value | Raising Growth Capital and Financing; Mergers and Acquisitions; Sell a Business; Buy a Business; Commercial Real Estate Finance; Valuation « »
Getting More Value out of Your Advisor Relationships, with Marc Rosen

7y ago 28:57

공유

MP3•에피소드 홈

저장한 시리즈 ("피드 비활성화" status)

When? This feed was archived on July 10, 2021 22:08 (3y ago). Last successful fetch was on August 24, 2019 01:14 (4+ y ago)

Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Western Reserve Partners LLC에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Western Reserve Partners LLC 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Fully Invested, Western Reserve Partners Podcast

Getting More Value out of Your Advisor Relationships, with Marc Rosen

hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice

Getting More Value out of Your Advisor Relationships, with Marc Rosen

Every smart business owner knows there will be a transition at some point in their business. You’ll be more likely to sail through the inevitable transition when you take an active role in accessing the collective experience and wisdom of your advisors.

We are joined this week by Marc Rosen, Co-Founder of the Client Experience Institute and Founder of the Vector Group. As a former company President, COO and senior leader with more than 20 years in diverse industry sectors, Marc is passionate about sharing his experiences and providing guidance to entrepreneurs, executives and emerging leaders looking to create a brighter future.

Key questions in this episode:

How can business owners begin to plan for a future transition by utilizing the people around them?
What are some of the common problems that business owners face when dealing with advisors?
How useful is an advisory board to a business owner?
What are some examples of successful transition planning?
What types of questions should owners be asking of their advisors (at 19:36)?

Key points in this episode:

The value of human capital development.
Determining the true value of advisory recommendations.
How business owners can recognize the kind of advisory team they need to build (at 11:02).
Marc’s ABCs.
The long-term benefits from properly using your advisors.

Resources mentioned in this podcast

Listen to Fully Invested below:

… continue reading

60 에피소드

#Business #Business News #Marketing #Trading #Western Reserve Partners LLC #David P Mariano

Artwork

Getting More Value out of Your Advisor Relationships, with Marc Rosen

Fully Invested - Helping Business Owners and Management Teams Maximize Business Value | Raising Growth Capital and Financing; Mergers and Acquisitions; Sell a Business; Buy a Business; Commercial Real Estate Finance; Valuation

36 subscribers

published 7y ago

공유

MP3•에피소드 홈

저장한 시리즈 ("피드 비활성화" status)

When? This feed was archived on July 10, 2021 22:08 (3y ago). Last successful fetch was on August 24, 2019 01:14 (4+ y ago)

Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Western Reserve Partners LLC에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Western Reserve Partners LLC 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Fully Invested, Western Reserve Partners Podcast

Getting More Value out of Your Advisor Relationships, with Marc Rosen

hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice

Getting More Value out of Your Advisor Relationships, with Marc Rosen

Every smart business owner knows there will be a transition at some point in their business. You’ll be more likely to sail through the inevitable transition when you take an active role in accessing the collective experience and wisdom of your advisors.

We are joined this week by Marc Rosen, Co-Founder of the Client Experience Institute and Founder of the Vector Group. As a former company President, COO and senior leader with more than 20 years in diverse industry sectors, Marc is passionate about sharing his experiences and providing guidance to entrepreneurs, executives and emerging leaders looking to create a brighter future.

Key questions in this episode:

How can business owners begin to plan for a future transition by utilizing the people around them?
What are some of the common problems that business owners face when dealing with advisors?
How useful is an advisory board to a business owner?
What are some examples of successful transition planning?
What types of questions should owners be asking of their advisors (at 19:36)?

Key points in this episode:

The value of human capital development.
Determining the true value of advisory recommendations.
How business owners can recognize the kind of advisory team they need to build (at 11:02).
Marc’s ABCs.
The long-term benefits from properly using your advisors.

Resources mentioned in this podcast

Listen to Fully Invested below:

… continue reading

60 에피소드

#Business #Business News #Marketing #Trading #Western Reserve Partners LLC #David P Mariano

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