Yeukai Business Show

Episode #126: Alvin Carlos | The Critical Skills Business Owners Need for Effective Financial Planning

Informações:

Sinopsis

  In this Episode of Enlightened Entrepreneur Podcast, Alvin Carlos, a certified financial planner and a managing partner of  District Capital Management, shares his expertise, particularly the critical skills he’s learned and developed through the years that every business owner must have in order to achieve greater success with managing their finances.   Key Questions Asked: What is Alvin’s background and how did he get started with the financial planning industry? What are the critical skills that business owners need to develop and how can they develop them? How important is having an outsider work with the business owner either as a mentor or adviser? What practices can business owners implement right now to get them started on the road to saving money for retirement? What is the perfect mindset a business owner should have about developing these skills when it comes to financial planning? What criteria does Alvin use to identify who to go to? Knowing what he knows now, if he were to start all over a