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Listen "65. How a Financial Assessment Process Works - Part 4: Why Developing Culture Within Your Business Matters"
Episode Synopsis
As we continue on the fourth of this eight-part series where I was a guest on the Virtual U.S. Financial Advisors podcast, I shared why culture is vital and how it contributes to increasing the value of any business.
Also, I discussed succession development and employee retention, which are essential parts of exit planning for any business owner.
I talked about:
(02:19) The importance of building culture within the business
(05:04) Why transparency matters in employee retention
(09:27) What is the biggest reason for dysfunction in a team?
(17:30) What true leadership means
(18:59) One of the greatest leadership books I have ever read
P.S. Financial needs and concerns vary for each person. If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.
DISCLAIMER
The information compiled and posted here solely represents the opinions and views of the guest. It might not be similar to the opinions and views of High Lift Financial. It is not a substitute for tax or legal advice or professional investment.
Always consult your financial advisor with any personal or business planning queries. DiFrancesco Financial Concierge, LLC. d/b/a HighLift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight.
Also, I discussed succession development and employee retention, which are essential parts of exit planning for any business owner.
I talked about:
(02:19) The importance of building culture within the business
(05:04) Why transparency matters in employee retention
(09:27) What is the biggest reason for dysfunction in a team?
(17:30) What true leadership means
(18:59) One of the greatest leadership books I have ever read
P.S. Financial needs and concerns vary for each person. If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.
DISCLAIMER
The information compiled and posted here solely represents the opinions and views of the guest. It might not be similar to the opinions and views of High Lift Financial. It is not a substitute for tax or legal advice or professional investment.
Always consult your financial advisor with any personal or business planning queries. DiFrancesco Financial Concierge, LLC. d/b/a HighLift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight.
More episodes of the podcast Your Business Your Life
123. Building Value Before the Exit: The Human Side of Transition Planning with Hannah Chalker
18/12/2025
121. Planning Your Exit Before Burnout: A Collision Shop’s Owner 45-Year Journey with Tom Ricci
20/11/2025
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