In today’s episode, host Joe Pantozzi is joined by Lyle Domentiz, a financial advisor with an incredible backstory. Learn how Lyle’s transition from a Bronx dry-cleaning business owner to a financial expert is filled with unexpected twists and lessons. 

Discover the secrets behind crafting informed financial plans and the importance of updating your documents regularly. Whether you're a business owner or an aspiring advisor, this episode is for you.

For valuable advice and expert questioning on balancing business and profit—tune in now!

Show Highlights

• Learn about this unconventional journey of starting a business [01:49]
• 
  
• Why do businesses often meet with a sad end? [03:23]
• 
  
• Discover insights on business exit strategies [04:31]
• 
  
• The importance of having a vision [09:32]
• 
  
• Find out practical strategies for financial planning [11:22]
• 
  
• This is why you need the right coaching [13:32]
• 
  
• Discover the need for relevancy in financial planning [16:47]
• 
  
• Pass on the values not the burden of the business [18:17]

Reach out to me: joe@alphaomegawealth.com https://www.linkedin.com/in/joe-pantozzi-941a073/ AlphaOmegaWealth.com