Advisors Learn How to Integrate Exit Planning Services Today!

Podcast 118 – Your Most Trusted Adviser is not Who you Think

Your Most Trusted Adviser is not Who you Think

Our #PoisedforExit episode today featured Brian Adamek, Founder and wealth adviser for E Wealth Partners. E Wealth Partners works with business owners, especially when exit planning is in the mix. 

Brian has a long history of helping owners achieve financial security through his advice and expertise. His background includes acquiring his exit planning designation and being a business owner himself;  he has true empathy for his clients. 

The firm's focus is always to protect the net worth of the client, but E Wealth goes beyond that, in that they really look at the whole picture. They go so far as to analyze the cash flow of the business when the owner is deciding how to make investments on the personal side; can they afford it? How much? How often and in what manner? Brian's business acumen and the use of metrics to measure success are the foundation for the work he does as the owner's Quarterback. He enjoys the collaborative process with other advisers. We as professionals would work well together. 

Brian has a scorecard he uses to help clients understand where they stand today. Listen to the show and learn more

Find Brian here and  find Julie here

Thank you to this month’s sponsor!  Sunbelt Business Advisors and John A Knutson & Co, PLLP, JAK + Co

NOTE: *Investment advisor services offered through AdvisorNet Wealth Management (AWM). E‑Wealth Partners and AWM are not affiliated.

Upcoming events and programs:
Business Transition Readiness Online Program
https://keyestrategies.mykajabi.com/ks-landing-1
Business Transition Readiness Workshop | October 19
https://www.eventbrite.com/e/business-transition-readiness-tickets-404152690577

Support the show

Are you ready for your best exit? There is no time like the present to prepare.
Check out these resources offered by KeyeStrategies:

Want Even More Insights?

Sign Up for the Poised for Exit Newsletter

Resources from KeyeStrategies

Business Readiness Transition Course
Preparing Your Business for Transition Book

Poised for Exit Book

Julie Keyes
Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

Thank you to our Poised for Exit Sponsors!