Brent Weiss, CFP®, ChFC®, ABFP®, MCLC™

A few weeks ago Dr Josiah and I did a masterclass together We discussed the systems he used to become a $5 million practice in just under 5 years That's impressive and with the success comes massive amounts of money But making money isn't the same skill as keeping money So we tailored the second have of our discussion on how you can tax plan to ensure that the massive amount of money stays with you Who should be on your team? How often should you plan? Why most accountants struggle to help successful business owners? The reason this all matters Take a listen and let me know your thoughts Josiah Fitzsimmons, D.C.

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As a Business Owner, when is the right time to prepare for an Exit? Should you ‘Stay Ready’ or wait to ‘Get Ready’? You don’t have to go it alone! Learn how the FocusCFO® Team is able to assist you in this process: https://lnkd.in/eRBvAeNc #FractionalCFO #BusinessGrowth #LeadershipTeam #CFOservices #FocusCFO #BusinessOwner #ExitStrategy #CEPA #ExitPlanning

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If you want to grow and scale your family-owned business and transition to a self-managing company, Interchange Capital Partners can help guide you through the process. Read here to learn more, or schedule a meeting with one of our business consultants today #FamilyBusiness #BusinessConsulting #FamilyAdvisory

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𝗦𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝗮 𝗳𝗶𝗻𝘁𝗲𝗰𝗵 𝗵𝗮𝘀 𝗻𝗲𝘃𝗲𝗿 𝗯𝗲𝗲𝗻 𝗲𝗮𝘀𝗶𝗲𝗿. 🎉 We can provide your firm with everything you need to lead in the modern financial world. We understand the challenges small and medium-sized enterprises face when navigating this complex terrain. That’s why we offer comprehensive solutions tailored to your needs. Don’t let outdated systems hold you back. Partner with Block Time Financial and experience a new chapter in the life of your financial firm! #BlockTimeFinancial #FinancialService #FinancialServices #Fintech #BlockchainSolutions #FinancialInstitutions

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Transform your financial strategy with these simple tips! 💵 By setting a clear budget, creating an emergency fund, and seeking personalized guidance, you'll be on the right track to effective financial management. 🚀 For extra tips and direct support, send me a message! #financetips #moneymanagement #financialplanning #orlandoflorida

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The best way to 10x your business's transferable value: Make your business less dependent on you. 3 tips: 1. Create scalable operational processes that don't rely on owner involvement 2. Develop a strong leadership team that can run the business without you 3. Build a customer portfolio based on value, not just revenue Pay more attention to building income streams independent of you as the owner. P.S. The best way to assess your progress is to take a two-week vacation with no phone or email access. If your business thrives without you, you're on the right track. Remember, multiplying your business value isn't just about growing income. It's about creating a business that's attractive to buyers and can run smoothly without you at the helm. Are you ready to start building a business that's 10x more valuable and transferable? Let's talk about how to make your company less dependent on you and more attractive to potential buyers.

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Register Now! Learn why now is a great time to sell your practice, why many practices will reach peak value in the next 1-3 years, and strategies to consider when planning to sell. This Thursday at 1:00 EST https://hubs.li/Q02tNJ760 #advisors

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What steps have you taken to boost your company's valuation multiple?

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The newest Weekly Wisdom for Retire Better with Less is officially live! What is the Safe Withdrawal Rate? For more insights and personalized guidance, visit my website at https://lnkd.in/eN2UMVcH to schedule a complimentary phone call. Let's navigate the world of insurance together! #secureretirement #financialwellness #retirementsavings #insuranceplanning #wealthbuilding #retirementgoals #financialadvisortips

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Good fun to catch up with friend of LCP Dan Mikulskis, now CIO of The People's Pension, at the recent PLSA conference. Dan kindly shared his thoughts with Laasya Shekaran and me in our latest podcast episode. See what Dan has to say about what he has learned in his first 12 months in post! https://lnkd.in/eYnWhTua

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Marketing is an integral part of an advisor’s practice. And in today’s world, many of the old ways of meeting clients just don’t work. Our marketing team will help you build a customized plan focused on your strengths and abilities to help you grow your practice and increase your productivity. We asked our team to share how our marketing support drives our culture and helps our advisors #BeExtraordinary. #Proud2BeMMGP #ExtraordinaryOpportunities

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Financial Advisors, Planners & Managers: Why should you do prospecting seminars and webinars? Because you become the "Choice Architect" that sets the context in which you help the attendees make smart decisions. In other words, you have the opportunity to help a GROUP of prospective clients see the wisdom in your words; leading them to make the first smart decision . . . meet with YOU! Need help getting started? Drop us a line. ____________ To learn more, contact us at: www.advice2advisors.com  We've been helping FAs and their firms excel for over 30 years. #wealthmanagement #investmentadvisor #financialplanners #insuranceadvisor #financialadvisors #advice2advisors #CFP #CLU #CEA

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🚀 Ready to start the week strong! Let’s get those deals funded. Whether you’re looking for aggressive approvals or fast funding solutions, FundNow has you covered. Submit your files today and let’s make this week a success! 📩 Reach out if you need guidelines or an ISO agreement. Submission emails: Sasha@fundnowllc.com and CC: Underwriting@fundnowllc.com #MerchantCashAdvance #BusinessFunding #PartnerWithFundNow

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Preparing for market fluctuations is a vital part of good wealth management. This week, focus on taking small but impactful steps to ensure your financial plan can weather any season. Review your investment portfolio, update your emergency fund, or reassess your budget—each action helps build resilience in your financial strategy. Remember, self-care isn’t just about physical well-being; it’s also about nurturing your financial health. Prioritize your peace of mind by creating a plan that can adapt to change. How are you getting ready for the ups and downs ahead? #SelfcareFriday #WealthManagement #WomeninBusiness #WomenEmployees #FinancialLiteracy #FloridaFinancialAdvisor

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