Description

In this episode, Eric, David, Jim and Jeff discuss Purposeful Planning. Key points include:

• Clearly define your vision, culture, values, and core processes.
• Invest in yourself and your people.
• Explore multiple strategies for managing wealth.
• Minimize risk with the right insurance and legal council.
• Accept, embrace, and plan for change.
• It’s never too early to think about retirement or your exit strategy.
• Consider investments inside and outside your business.

Action items include:

• Develop and refine a hiring and retention strategy.
• If you do not have a detailed financial plan (including risk mgmt.), start one today.
• Meet with a coach or financial planner to explore your investment options.

Learn More About Jeff

https://www.linkedin.com/in/jeff-levine-96a585136/

Beyond Limitations - Amazon Prime - Coming Soon

The Biz Coach Show

Watch

Listen

Connect | My Biz Coaches

https://mybizcoaches.com/

YouTube: https://www.youtube.com/channel/UCM_6O6WbWOcvYS24LZKYjog

Instagram: https://www.instagram.com/mybizcoaches/

Facebook: https://www.facebook.com/MyBizCoaches

LinkedIn: https://www.linkedin.com/company/my-biz-coaches/

Twitter: https://twitter.com/bizcoaches

Connect | TLG Group

https://www.trainleadgrow.com/

YouTube: https://www.youtube.com/channel/UCOVRHIGecZqsSY3AOICcWZQ

Instagram: https://www.instagram.com/trainleadgrow/

Facebook: https://www.facebook.com/trainleadgrow

LinkedIn: https://www.linkedin.com/company/train-lead-grow

Twitter: https://twitter.com/trainleadgrow

Tik Tok: https://www.tiktok.com/@trainleadgrow

Snapchat: https://www.snapchat.com/add/trainleadgrow