78 min listen
Ep 128: Advising Small Business Owners By Helping Them Increase Their Own Enterprise Value with Justin Goodbread
Ep 128: Advising Small Business Owners By Helping Them Increase Their Own Enterprise Value with Justin Goodbread
ratings:
Length:
116 minutes
Released:
Jun 11, 2019
Format:
Podcast episode
Description
After starting his first of five businesses at the age of 15, there aren’t many business activities Justin Goodbread hasn’t experienced. In 2009, he founded Heritage Investors, an independent RIA based in Knoxville, Tennessee, in hopes of helping individuals, business owners, and retirees attain their financial goals. Today, Justin joins the show to discuss how his firm has crafted a niche in working with small business owners and how they track how each owner’s net worth increases over time. In this episode, we talk about why Justin finds it more effective to break his advisory fee—which can sometimes be as much as $20,000 a year—into a more cash flow friendly monthly subscription fee. Listen in to learn how he has focused his marketing toward these small business owners and how doing so has ironically brought him more prospects outside his niche. You’ll also hear which five business books he reads every year to run his own advisory business more efficiently. For show notes and more visit: https://www.kitces.com/128
Released:
Jun 11, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor Blayney: Advisors at all stages in their career will learn a tremendous amount for the successful career of Eleanor Blayney. by Financial Advisor Success