The Goldhill Group’s Post

In this episode of the Disruptive Successor Show, Jonathan Goldhill in a thought-provoking conversation with Maryann Bell about the critical need for prenuptial agreements (prenups) in family businesses. Explore how prenups transcend financial concerns, safeguarding family assets, business continuity, and stakeholders' interests. Listen to the episode: https://bit.ly/486wX4J #DisruptiveSuccessor #DisruptiveLeadership

In this episode of the Disruptive Successor Show, Jonathan Goldhill in a thought-provoking conversation with Maryann Bell about the critical need for prenuptial agreements (prenups) in family businesses. Explore how prenups transcend financial concerns, safeguarding family assets, business continuity, and stakeholders' interests. Listen to the episode: https://bit.ly/486wX4J #DisruptiveSuccessor #DisruptiveLeadership

👏 Tidbits with Tracy is coming soon! 💬 Join us as we discuss the key to success in business with Mari Arnold in our upcoming Tidbits with Tracy Davis episode. 🤝 Discover the power of relationships, client acquisition strategies, and the value of financial planning. 👇 Don't miss out – subscribe to our YouTube channel and be the first to catch the episode when it drops! 🔗 https://lnkd.in/gJkey3Xz #tidbitswithtracy #finacialfreedom #financialfreedom #traxanalytics

Losing a loved one is never easy, and navigating the financial implications can be even more overwhelming. Here at South Shore, our team works together to offer the stability you need to make informed decisions while honoring your loved one's memory. Tune in to today's episode to discover practical tips, compassionate insights, and strategies to help protect your loved one's assets. Click the link below: https://hubs.la/Q0252wrK0 #PodcastEpisode #FinancialAdvice #LosingALovedOne #HonoringMemories

"Seeing a client achieve financial well-being through my guidance is the most rewarding part of my work." Watch Farhad Captain as he shares the satisfaction of helping clients reach their financial goals. Don't miss the full story of Farhad Captain's journey and the values that drive his success. Watch the full episode of Fintegrity Stories now: https://lnkd.in/dbBMa8gk #FintegrityStories #FarhadCaptain

In Ep 60 of #TheCOORoundtable, Amber Salzman of Capstone Financial Advisors Inc. explains how she keeps employees motivated to provide exceptional client service every day. You can listen to the full episode here: https://lnkd.in/g5MgFvGj

The current office view. We recently moved, so still figuring out where I'd like to put everything, the only way to do that is use the space and tweak it as I go. Currently working on an Episode of Financial Blindspots with Michael Baker, CPA, CA, CFP, TEP and Eric B. Watchorn #Sundayfunday #continuousimprovement #turningandearning #growthmindset #futureisnow #partnership

🌟 New Episode Alert! 🌟 This week on The WELLthy Investor Show, we have a special guest, Sally Marie Gimon! Sally is a seasoned real estate investor and insurance agent who transformed her financial future through the power of Spendthrift Trusts. 💼🏠 🔑 Episode Title: Unlocking Wealth with Spendthrift Trusts: A Conversation with Sally Marie Gimon 🎧 Listen Now: https://buff.ly/3Q4fAKH Discover how Sally turned a series of life challenges into an opportunity to protect and grow her wealth while minimizing taxes. Learn how Spendthrift Trusts can help you defer capital gains, safeguard your assets, and secure your financial future for generations to come. Key Takeaways: • Sally’s inspiring journey and financial transformation • The benefits of Spendthrift Trusts for investors and business owners • Real-life examples of tax savings and asset protection • Practical steps to set up your own Spendthrift Trust Don’t miss this insightful episode packed with practical advice and strategies to help you build and protect your wealth! 💰✨ #TheWELLthyInvestor #RealEstateInvesting #SpendthriftTrusts #WealthBuilding #HolisticHealth #FinancialFreedom #TaxSavings #AssetProtection #Realtors #RealEstateAgents #PropertyInvestment #NewPodcastEpisode 👉 Follow us on social media for more updates: @TheWELLthyInvestor

"54% of client trust comes from emotional engagement, not just expertise or etiquette." - Julie Johnson 📊 Discover why making clients feel safe is the game changer in finance. Watch our latest #MoneyMindset episode on YouTube. #FinancialPlanning #TrustBuilding

Are you taking the necessary steps as a Financial Advisor to ask the right questions and truly listen to your client's needs and concerns? Listen to the full episode: https://zurl.co/FFbg #FinancialAdvisors #Clients