Continuity: A Complicated Problem With A Simple Solution | Jim Spina My Succession podcast

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Osaic에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Osaic 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.

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Continuity: A Complicated Problem with a Simple Solution | Jim Spina

6y ago 26:11

공유

MP3•에피소드 홈

Osaic에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Osaic 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.

Today we're joined by Jim Spina, of Woodbury Financial Services and Spina Financial Services, located in Orange County, CA.

During our conversation, Jim discusses a very complicated continuity plan that he wasn’t sure he would be able to implement and how easy he found it to be with the help of our Succession and Acquisition Team. Jim shares what led him to the realization that he needed to make continuity a priority and what steps he took to accomplish his goals.

Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!

Visit mysuccessionplan.com for additional information!

… continue reading

8 에피소드

#Business #Advisorgroup #Finance #Financial #Financialadvisor #Valuation #Succession #MBA #Osaic #Acquisitions #Investing

Artwork

Continuity: A Complicated Problem with a Simple Solution | Jim Spina

published 6y ago

공유

MP3•에피소드 홈

Osaic에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Osaic 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.

Today we're joined by Jim Spina, of Woodbury Financial Services and Spina Financial Services, located in Orange County, CA.

During our conversation, Jim discusses a very complicated continuity plan that he wasn’t sure he would be able to implement and how easy he found it to be with the help of our Succession and Acquisition Team. Jim shares what led him to the realization that he needed to make continuity a priority and what steps he took to accomplish his goals.

Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!

Visit mysuccessionplan.com for additional information!

… continue reading

8 에피소드

#Business #Advisorgroup #Finance #Financial #Financialadvisor #Valuation #Succession #MBA #Osaic #Acquisitions #Investing

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