In this episode, MassMutual's Brian Trzcinski welcomes Jeff Armstrong, Director of Strategic Partnerships at Cultivate Advisors, to discuss ways business owners can begin building an effective value growth strategy. Research says value growth is the top success metric that owners track, and Jeff will share how to set realistic expectation about their growth potential with guidance on how to get there.
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In this episode, MassMutual's Brian Trzcinski welcomes Jeff Armstrong, Director of Strategic Partnerships at Cultivate Advisors, to discuss ways business owners can begin building an effective value growth strategy. Research says value growth is the top success metric that owners track, and Jeff will share how to set realistic expectation about their growth potential with guidance on how to get there.
Let's Meet at the Intersection of Business and Personal Planning
The Real Business Podcast
30 minutes
2 years ago
Let's Meet at the Intersection of Business and Personal Planning
In this epidode, Brian Trzcinski is joined by fellow CEPA and financial planning consultant Jarrod DeSantis of MassMutual to discuss the role the business plays in an owner's personal planning picture. They discuss the three "gaps" all business owners should know--their profit, value and wealth gaps--as well as how planning for the business today can impact an owner's financial outlook in the future.
The Real Business Podcast
In this episode, MassMutual's Brian Trzcinski welcomes Jeff Armstrong, Director of Strategic Partnerships at Cultivate Advisors, to discuss ways business owners can begin building an effective value growth strategy. Research says value growth is the top success metric that owners track, and Jeff will share how to set realistic expectation about their growth potential with guidance on how to get there.