Alan Franks is a financial planner, author, and speaker. In this episode, he talks about childhood experiences that inspired change, the singular education from owning a business, the value of mentors, scaling forward and back, and building the guidebook for others. Alan Franks is an author, speaker, and a fee-based CERTIFIED FINANCIAL PLANNER™ who provides holistic financial planning services nationwide. Unlike many financial advisors who prioritize selling products, Alan takes a clien...
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Alan Franks is a financial planner, author, and speaker. In this episode, he talks about childhood experiences that inspired change, the singular education from owning a business, the value of mentors, scaling forward and back, and building the guidebook for others. Alan Franks is an author, speaker, and a fee-based CERTIFIED FINANCIAL PLANNER™ who provides holistic financial planning services nationwide. Unlike many financial advisors who prioritize selling products, Alan takes a clien...
Coleman Swisher is a co-founder of Boldr Futures and is a Valuation Advisor. In this episode, Colman talks about lifestyle differences, questioning norms and constructs, impacts from elite coaching, just-in-time learning, the education from a small business, the pitfalls of extraction capital, and we do a deep dive with lessons learned from acquisitions and integrations. Colman Swisher, CEPA, transforms growing businesses into market-ready enterprises that command premium valuations. As...
From There to Here
Alan Franks is a financial planner, author, and speaker. In this episode, he talks about childhood experiences that inspired change, the singular education from owning a business, the value of mentors, scaling forward and back, and building the guidebook for others. Alan Franks is an author, speaker, and a fee-based CERTIFIED FINANCIAL PLANNER™ who provides holistic financial planning services nationwide. Unlike many financial advisors who prioritize selling products, Alan takes a clien...
