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Content provided by Joe Aguiar and Tom Hine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Aguiar and Tom Hine 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.
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SuccessionFit Podcast

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Content provided by Joe Aguiar and Tom Hine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Aguiar and Tom Hine 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.
In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth. Guest or topic suggestions: www.capitalwm.com/successionfit-podcast Contact Tom: https://www.linkedin.com/in/hinetom/ Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
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11 episoade

Artwork

SuccessionFit Podcast

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iconDistribuie
 
Manage series 2993237
Content provided by Joe Aguiar and Tom Hine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Aguiar and Tom Hine 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.
In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth. Guest or topic suggestions: www.capitalwm.com/successionfit-podcast Contact Tom: https://www.linkedin.com/in/hinetom/ Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
  continue reading

11 episoade

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