Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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What To Look For When Onboarding | 129
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Manage episode 474954541 series 3240624
Content provided by Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of Financial Planning for Canadian Business Owners, host Jason Pereira and guest Harold Geller discuss critical aspects of onboarding with a financial advisor. They delve into the importance of financial planning, understanding client-focused reforms, and distinguishing between competent advisors and salespeople. Learn about the significance of plain language communication, proper risk assessments, and the pitfalls of high-fee products. Get insights on how thorough information gathering and educational discussions set the foundation for a long-term professional relationship with your advisor.
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
135 episodes
MP3•Episode home
Manage episode 474954541 series 3240624
Content provided by Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of Financial Planning for Canadian Business Owners, host Jason Pereira and guest Harold Geller discuss critical aspects of onboarding with a financial advisor. They delve into the importance of financial planning, understanding client-focused reforms, and distinguishing between competent advisors and salespeople. Learn about the significance of plain language communication, proper risk assessments, and the pitfalls of high-fee products. Get insights on how thorough information gathering and educational discussions set the foundation for a long-term professional relationship with your advisor.
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
135 episodes
All episodes
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