Episode 11 | Purposeful Planning

In this episode, Eric, David, Jim and Jeff discuss Purposeful Planning. Key points include:

• Clearly define your vision, culture, values, and core processes.
• Invest in yourself and your people.
• Explore multiple strategies for managing wealth.
• Minimize risk with the right insurance and legal council.
• Accept, embrace, and plan for change.
• It’s never too early to think about retirement or your exit strategy.
• Consider investments inside and outside your business.

Action items include:

• Develop and refine a hiring and retention strategy.
• If you do not have a detailed financial plan (including risk mgmt.), start one today.
• Meet with a coach or financial planner to explore your investment options.

Learn More About Jeff

https://www.linkedin.com/in/jeff-levine-96a585136/

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