In todays episode, Joe & Bob go over the importance of having a plan. Plans aren’t written in stone, they evolve and change over time. That said, it is crucial to always have a plan in place.Joe and Bob role play a scenario of a typical business owner and how we view “investing & Assets” differently than the typical advisor. Listen to the full episode to see how we analyze a new clients situation. Subscribe on Youtube: https://www.youtube.com/channel/UCpFTe4qmVDjE1fwFIc6W00ACheck out our company Terra Firma's website:https://www.terrafirmaconsultant.com/Follow our company Terra Firma on Facebook and Linkedin to connect with us: https://www.facebook.com/TerraFirmaConsultants/https://www.linkedin.com/company/assetcoach-taxstrategist/

Ver todos los episodios