Millennials: What To Do, What To Do?

Millennials: What To Do, What To Do?

In this first of several podcasts on Millennials, guest Erik Daniels talks about the importance of having intentional conversations about #financial planning with Millennials. From setting expectations and boundaries with young adults who may need to move back home...
From Wall Street to Your Street

From Wall Street to Your Street

From Wall Street to Your Street.  Listen as guest Bob Bedritis shares about his business life on Wall Street versus life in a local firm.  Hear his analysis of life as compared to a three act play.  Hear what each act represents. Find what  propelled him to move his...
Succession Plan Applied

Succession Plan Applied

Succession plan applied.  Hear guest Frank Dane of B2B CFO wrap up a three part series on transition planning.  Guest recaps previous discussions.  Learn what documents you made need in the final stages.  Guest shares role of succession planning manager.  Dane shares...
Argh–You Want a Business Plan?

Argh–You Want a Business Plan?

Have you written a business plan for the current year? Have you projected how much your business is going to make? What are you doing different this year than last year? How about you, business owner—how much are you going to earn this year? Taking a vacation this...