As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher's Business Times article discusses the critical mistake that business owners often make, when they do not integrate their business with their personal wealth planning.
In this week’s Money Wisdom episode, our co-host Amelia, from the Brand Experience team, sits down with Chris to explore the emotional aspects and his thoughts beyond what was written in the article on the topic of Business Exit Planning. Chris shared the importance on how business owners need to foster a culture that prepares their team for leadership transition. The conversation became deeply personal as it concluded with Chris sharing his heartfelt thoughts on his own business exit plan as CEO of Providend.
You can find Chris’ article in The Business Times on this topic here: https://providend.com/business-exit-plan-3-key-considerations/
Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. This includes plans for your business exit & succession and your retirement. Learn more about our business exit and succession planning philosophy here: https://providend.com/wealth-solutions/business-exit-succession-planning/
Stay tuned for our next podcast episode, where we will be jumping into part 5 of our mini-series: "The Story of Our Clients' Wealth Journey".
Music courtesy of ItsWatR.
The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.
Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.
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