• 113. Strategic Financial Planning: Who's Really in Your Corner?

  • Sep 9 2024
  • Length: 9 mins
  • Podcast

113. Strategic Financial Planning: Who's Really in Your Corner?

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  • Summary

  • In this director's cut episode of "Invest the Difference," Claudio explores the critical steps to building a winning financial team that aligns with your business vision. Discover how to identify the right advisors, from insurance agents to wealth managers, who will truly have your back—not just sell you products.

    Claudio discusses the key questions to ask when vetting potential team members and why having a niche-specific expert is essential for your success. Claudio also tackles the common dilemma of whether to prioritize short-term financial gains, like 401k matches, over long-term business dreams.

    Learn how to make strategic decisions with your money that support your vision and set you up for entrepreneurial success. If you're ready to align your finances with your goals and build a team that will help you achieve your vision, this episode is packed with actionable advice to help you get there.

    Connect with Claudio: https://www.instagram.com/claudgambin/

    Invest The Difference is sponsored by GFG Solutions: https://gfgsolutions.com/

    GFG Solutions is dedicated to providing peace of mind, clarity, and happiness to business owners and managers. We offer comprehensive financial services, including tax preparation, bookkeeping, payroll, and more, to help businesses meet their financial responsibilities. Additionally, our consulting services help businesses align their
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