Business Talk for Entrepreneurs

That Business Show 2.0 is a daily online videocast and podcast that speaks with entrepreneurs and business professionals about business building tips and aims to give the listeners tools, tips and resources to grow their own business. Find it online each morning at www.thatbusinessnetwork.com from 9am to 10am M-F EST.

#FocusFriday - Financial Planning in Your Business

09-12-2016

#FocusFriday was the topic of the first hour of the program today. Juliann Nichols, CEO of Focus on You Strategy, joined the #MorningDiscussion alongside Lori Nadglowski, Certified Financial Planner and client of Focus on You Strategy. Juliann’s firm works with organizational leaders to improve their leadership and focus and increase the bottom line through new found efficiencies and effective delegation and can help your business too. Through CEO Exchanges and her latest focus group, Focus 57, she has worked with hundreds of CEOs to bring out the CEO in them including our guest Lori who recently left a partnership and has effectively had to start over in the world of Financial Planning. With over two decades of experience in the financial ser­vices industry, she took her passion for families and their financial well-being and in 2016, founded Laurel Wealth Management, LLC. Her firm is dedicated to building financial legacies and helping families prepare for retirement and focus on their financial legacy plan. As a graduate of University of Florida (UF), Lori holds a Bachelors of Economics degree and a Masters of Busi­ness Administration degree. Lori holds her Series 7, 24, and 63 through LPL Financial and Series 65 through Laurel Wealth Management, LLC. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) designee. Lori stresses the importance of involving your children in the financial planning process and shares with us some techniques and strategies to get children interested and involved in this process at an early age – BUNNY MONEY, for one! And with a son turning 16, this weekend, we discuss the car buying process for teenagers and how to approach this situation as a parent, reminding us that a car is not an investment and that this point in their lives is a critical moment to teach them about the value of money and investments. Lori takes her passion for people, determination, and drive into her personal life as well. She finds value in having a work-life balance for herself and her clients. She enjoys learn­ing and growing her skills in financial legacy planning and continues to meet with peers and experts on a regular basis. Her dedication to helping others goes beyond the normal “responsibility” found with most, she takes the time to look for what is really at the best interest of her client and pro­vides the best service possible. As a Certified Financial Planner, she has additional training and certifications over the traditional financial adviser and invites you to a free consultation to learn more. Reach out to her at 813-252-0799 or online at www.laurelwm.com! Continue the conversation in the #FocusFriday Facebook group too and sign up for a CEO exchange by visiting www.focusonyoustrategy.com!

Categories | business | entrepreneurs | Uncategorized

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Filetype: MP3 - Size: 18.16MB - Duration: 52:54 m (48 kbps 16000 Hz)



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