In this episode of Plan Francisco, Maxwell chats with Bryan Hasling, CFP, EA of JW Harrison Financial Planning. Their conversational dialogue gives insight into how the structure of a firm/business has changed, and also delves into the evolution of the sale of a business. What happens when a sole owner becomes willing to share the business with other partners? How is this transaction conducted—and is it different for a family business? Maxwell and Bryan get into the gritty details of succession planning while also discussing the future of industry trends which, of course, means the adoption of technology.
FIRE Movement & COVID-19 Update with Jirayr Kembikian
A Conversation with Carol Harnett & Fred Schott of the CDA
Magda Besser: Financial Planning as a Passion
Stuart Crandall: Financial Advice on a Holistic Scale
Ella Taylor: From Pastry Chef to CFP, Helping Women Grow
Jirayr Kembikian: Enhancing the "Fiduciary" Role
Disability Survival Kit Part 5: Postface
Disability Survival Kit Part 4: Individual Coverage
Disability Survival Kit Part 3: Employee Benefits
Disability Survival Kit Part 2: Government Benefits
Disability Survival Kit Part 1: Self-Funding
Disability Survival Kit: Introduction!
Kevin Sullivan: From the Rugby Pitch to the Insurance Field
Pam Morton: Employee Benefits by Design
Ross Blackstone: Insurance Enters the Tech Industry
Pamela Fugitt-Hetrick: From Introvert to Ace Consultant
Autumn Kruse, Financial Planner: Realistic Relationships with Money
Tony Steuer: Registered Life Analyst & Industry Visionary
Joel Malakoff: A Financial Advisor Driven by a Higher Purpose
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