I recently had the honor of being a speaker at the Exit Planning Institute’s (EPI) annual summit. Throughout the event, I got to speak to hundreds of financial advisors. Let me tell you, I love opportunities like this where I can meet face-to-face and have engaging conversations with my readers. But one thing struck me during the summit. It seemed that everyone I spoke to was asking the same question… “Justin, how can I plan my exit with certainty?” This just goes to show that there is a very real need for guidance on this subject in the RIA space. That’s why I’m dedicating this entry to predictably planning your eight-figure exit. Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (0:25) The Recurring Question I Get from Financial Advisors (2:15) An Introduction to Strategic Planning in the RIA Space (3:43) Why “Shooting from […]
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