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Ignite Your Business® Podcast- 122 - Traci Born, senior financial advisor, Raymond James - Keeping the Financial Well-Being of Your Business Healthy

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Content provided by Kelly Borth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Borth 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://ro.player.fm/legal.

From managing employee benefits to developing a well-executed business succession plan, business owners have many important things to consider in order to keep the financial well-being of their business healthy and sustainable. In this Ignite Your Business® Podcast episode, Traci Born, Senior Financial Advisor at Raymond James, provides insight into the current economic state of the country and what business owners should consider when making financial decisions that directly impact their business.

https://greencrest.com/ignite-your-business-podcast/

The branch address is:

8351 North High Street Suite 210

Columbus, Ohio 43235

The branch phone number is 614-547-1751

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The financial institution and Born Investment Group, LLC are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

Any opinions are those of Traci Born and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.

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138 episoade

Artwork
iconDistribuie
 
Manage episode 359845904 series 2395140
Content provided by Kelly Borth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Borth 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://ro.player.fm/legal.

From managing employee benefits to developing a well-executed business succession plan, business owners have many important things to consider in order to keep the financial well-being of their business healthy and sustainable. In this Ignite Your Business® Podcast episode, Traci Born, Senior Financial Advisor at Raymond James, provides insight into the current economic state of the country and what business owners should consider when making financial decisions that directly impact their business.

https://greencrest.com/ignite-your-business-podcast/

The branch address is:

8351 North High Street Suite 210

Columbus, Ohio 43235

The branch phone number is 614-547-1751

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The financial institution and Born Investment Group, LLC are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

Any opinions are those of Traci Born and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.

  continue reading

138 episoade

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