Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
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Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
Growing Your Business: How to build a team of advisors to meet your goals
Sharing Knowledge Series
33 minutes 32 seconds
2 years ago
Growing Your Business: How to build a team of advisors to meet your goals
No matter what stage of the business lifecycle you’re in, having trusted professionals in your corner can pay dividends. Are you intentional about who you surround yourself with as a business owner?In the 23rd episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Nolan James Jr., Esq., a shareholder at Cavitch Familo & Durkin (https://cavitch.com/attorney/nolan-james/), and Leslie Oyler, CPA, Client Services Manager at Zion, Synek & Associates (https://www.zsacpa.com/who-we-are/leslie-j-oyler) for a wide-ranging discussion about the important role advisors play in growing your business.Read the article at https://www.westfield-bank.com/why-westfield-bank/westfield-bank-news/growing-your-business (https://www.westfield-bank.com/why-westfield-bank/westfield-bank-news/growing-your-business)We want to hear your feedback. Take our survey at westfield-bank.com/sks (http://www.westfield-bank.com/sks)Have questions? Email westfield-bank@westfield-bank.com (mailto:westfield-bank@westfield-bank.com).
Sharing Knowledge Series
Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.