Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim
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Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim
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Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul
Brahim
In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special
guest Paul Brahim, Managing Director and Financial Advisor at Wealth Enhancement in
Pittsburgh. Paul, a CFP® and CEPA®, shares decades of experience guiding CEOs and business
owners through retirement planning, succession strategies, and financial wellness. We dive into
the critical topics of "Title" protection for financial planners and why legal and regulatory
standards matter for the profession.
Next up is an engaging conversation about "Exit Planning" for business owners, including how
to unlock wealth, create liquidity, and align business decisions with personal goals.
#FinancialPlanning #ExitPlanning #BusinessOwners #SuccessionPlanning #CFP #CEPA
#WealthManagement #RetirementPlanning #FinancialAdvisor #Podcast #chrisBoyd #jeffperry
#paulbrahim #wealthenhancement
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr