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65. How a Financial Assessment Process Works - Part 4: Why Developing Culture Within Your Business Matters

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Manage episode 348493818 series 3285149
Content provided by Matt Di Francesco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Di Francesco 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://ppacc.player.fm/legal.

As we continue on the fourth of this eight-part series where I was a guest on the Virtual U.S. Financial Advisors podcast, I shared why culture is vital and how it contributes to increasing the value of any business.

Also, I discussed succession development and employee retention, which are essential parts of exit planning for any business owner.

I talked about:
(02:19) The importance of building culture within the business
(05:04) Why transparency matters in employee retention
(09:27) What is the biggest reason for dysfunction in a team?
(17:30) What true leadership means
(18:59) One of the greatest leadership books I have ever read

P.S. Financial needs and concerns vary for each person. If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.

DISCLAIMER

The information compiled and posted here solely represents the opinions and views of the guest. It might not be similar to the opinions and views of High Lift Financial. It is not a substitute for tax or legal advice or professional investment.

Always consult your financial advisor with any personal or business planning queries. DiFrancesco Financial Concierge, LLC. d/b/a HighLift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight.

  continue reading

110 episodes

Artwork
iconShare
 
Manage episode 348493818 series 3285149
Content provided by Matt Di Francesco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Di Francesco 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://ppacc.player.fm/legal.

As we continue on the fourth of this eight-part series where I was a guest on the Virtual U.S. Financial Advisors podcast, I shared why culture is vital and how it contributes to increasing the value of any business.

Also, I discussed succession development and employee retention, which are essential parts of exit planning for any business owner.

I talked about:
(02:19) The importance of building culture within the business
(05:04) Why transparency matters in employee retention
(09:27) What is the biggest reason for dysfunction in a team?
(17:30) What true leadership means
(18:59) One of the greatest leadership books I have ever read

P.S. Financial needs and concerns vary for each person. If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.

DISCLAIMER

The information compiled and posted here solely represents the opinions and views of the guest. It might not be similar to the opinions and views of High Lift Financial. It is not a substitute for tax or legal advice or professional investment.

Always consult your financial advisor with any personal or business planning queries. DiFrancesco Financial Concierge, LLC. d/b/a HighLift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight.

  continue reading

110 episodes

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