How To Handle Client/Advisor Relationships As A 3rd Party

How To Handle Client/Advisor Relationships As A 3rd Party
10 lug 2023 · 29 min. 20 sec.

This week, John is joined by David Jean, CExP, CPA, CCIFP; James Moore, JD, CExP, CEPA & Mike Leannah, CExP to discuss the following question: As an attorney, a CPA,...

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This week, John is joined by David Jean, CExP, CPA, CCIFP; James Moore, JD, CExP, CEPA & Mike Leannah, CExP to discuss the following question: As an attorney, a CPA, or a business consultant – if you were asked to assist with a client and discovered they had an existing advisor in your profession who is unqualified to advise the client, what actions could you take?

Connect with David: https://arbcpa.com/david-jean/

Connect with James: https://mooreandkerbawy.com/our-firm/

Connect with Mike: https://businessvaluestrategies.com/about/

Want to learn more? Go to: https://exitmap.com/meet-the-team/

Connect with John: https://www.linkedin.com/in/johnfdini/

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“In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.”
John F. Dini, CEXP, CEPA

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👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-

Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ

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About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications.

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SUBSCRIBE TO THE PODCAST:

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130

Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T

iHeartRadio: https://iheart.com/podcast/100351872 ============================================

CONNECT WITH JOHN ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg

Facebook: https://www.facebook.com/john.f.dini

Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================

Learn more about John: https://exitmap.com/meet-the-team/
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