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Listen "Episode 4-The Perfect Plan Podcast-w/Matt Schiff-Employee Retention"
Episode Synopsis
Key Insights from Episode 4:"The 6 main items Bud Schiff would focus on if he was building his financial practice today."1. Insurance and 2. Risk management 3. Tax planning 4. Capital and liquidity planning 5. Succession planning 6. Retirement planning"The most important thing that I see out there is that 85% of the small business owners when they're surveyed say that they don't have a succession plan."The value of a Phantom Stock PlanLearn More About Schiff Executive Benefits & Watch This Episode:https://schiffbenefits.com/employee-retention-in-2024/https://schiffbenefits.com/
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