ideas to develop

facebooktwitterlinkedinby feather– tell me about your best day as a financial advisor

– I have been asked  from a practical sense what it would look like to connect a plan to your personal values- tell rabbi”s issue where he needed to make a decision to sell a rental property and fund the proceeds with an annuity or keep it. I asked him If he like being a landlord. He said no.

– The days of trial and error to master your discovery process are long gone.

Written by Jaimie Blackman

Jaimie Blackman

Jaimie Blackman has created Sound Financial Decisions ™ powered by MoneyCapsules®, to help guide business owners through the complexities of succession planning.

Jaimie writes “Smart Succession”, a monthly column in Music Inc., and also writes a bimonthly column for Canadian Music Trades magazine. He has spoken at NAMM U Idea Center, and at Yamah’s Succession Advantage.

As a financial literacy educator he has taught at New York University and has lectured at the 92nd Street Y, Marymount Manhattan College, and CUNY.

As President of BH Wealth Management, Jaimie also helps his clients implement investment and insurance solutions which are aligned to their personal values. Visit bhwealth.com to learn more.

To subscribe to Jaimie’s Succession Success: Insights for Music Retailers, visit moneycapsules.com.

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