Why Your Financial Advisor is FAILING You as an Entrepreneur

Описание: 🎙️ 𝐓𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 𝐌𝐢𝐧𝐝𝐬 𝐏𝐨𝐝𝐜𝐚𝐬𝐭 𝐰𝐢𝐭𝐡 𝐃𝐫. 𝐒𝐭𝐞𝐯𝐞𝐧 𝐊𝐢𝐫𝐜𝐡 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 𝟏𝟑𝟐

Traditional financial planning is BROKEN for entrepreneurs. In this raw conversation, Dr. Steven Kirch sits down with David Flores Wilson, co-founder of Sincerus Advisory, to expose why standard financial advice fails business owners and what you should do instead.

David reveals the painful lessons from his own family’s business failures, including a 15-year probate nightmare and a lost lawsuit that cost them everything. He shares why waiting to plan your exit is the #1 mistake entrepreneurs make, and how to avoid becoming the "Chief Everything Officer" who can never retire.

💡 𝐘𝐨𝐮’𝐥𝐥 𝐝𝐢𝐬𝐜𝐨𝐯𝐞𝐫:
• Why 70-90% of your net worth being in your business is both a blessing and a curse
• The 3-year window David regrets wasting and how to avoid his mistake
• How to plan your exit BEFORE you're forced to (health scare, burnout, or worse)
• Why "retirement" is a dirty word for entrepreneurs and what to pursue instead
• The "post-exit week" exercise that prevents unhappy transitions
• Family succession pitfalls: When giving shares to non-working children destroys the business
• How to calculate your TRUE business rate of return (most owners get this wrong)
• Why traditional 401(k) advice might be sabotaging your growth

⏱️ 𝐊𝐄𝐘 𝐌𝐎𝐌𝐄𝐍𝐓𝐒:
00:00 - How Traditional Financial Planning FAILS Entrepreneurs
02:00 - Growing Up in a Family Business: The Painful Lessons
04:42 - "I Waited 3 Years Once I Knew My Destiny"
07:53 - Every Business Owner WILL Exit Their Business (Ready or Not)
08:48 - The 3 Pillars of Exit Planning Most Owners Ignore
11:58 - "I Married You For Better or Worse, But Not For Lunch"
15:13 - When Family Wants the Business (And When They Don't)
19:11 - Why Your Financial Advisor's Diversification Advice is WRONG
21:20 - Your Business is Your #1 Asset (Stop Treating It Like a Liability)
21:58 - David's Free Gift for Business Owners

🎁 𝐅𝐑𝐄𝐄 𝐆𝐈𝐅𝐓 𝐅𝐑𝐎𝐌 𝐃𝐀𝐕𝐈𝐃 𝐅𝐋𝐎𝐑𝐄𝐒 𝐖𝐈𝐋𝐒𝐎𝐍
Get access to David's personal financial planning blog focused specifically on business owners, plus schedule a free consultation to discuss your unique exit strategy and financial planning needs.
👉 𝐕𝐢𝐬𝐢𝐭: https://www.planningtowealth.com/

You can also email David directly to schedule a free, no-pressure consultation to see if his approach aligns with your business and personal financial goals.

🔗 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐃𝐀𝐕𝐈𝐃 𝐅𝐋𝐎𝐑𝐄𝐒 𝐖𝐈𝐋𝐒𝐎𝐍
• Email: [email protected]
• Website: https://sincerusadv.com/
• LinkedIn:   / david-flores-wilson-cfp%c2%ae-cfa-02b5a  

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🎙️ 𝐖𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐓𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 𝐌𝐢𝐧𝐝𝐬 𝐏𝐨𝐝𝐜𝐚𝐬𝐭 𝐰𝐢𝐭𝐡 𝐃𝐫. 𝐒𝐭𝐞𝐯𝐞𝐧 𝐊𝐢𝐫𝐜𝐡
Dr. Steven Kirch helps entrepreneurs accelerate profits through smarter systems, better productivity, and AI-driven business insights using the Profit Minds™ Growth System.

🔗 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐃𝐑. 𝐒𝐓𝐄𝐕𝐄𝐍 𝐊𝐈𝐑𝐂𝐇
• Website: https://profitminds.net/
• LinkedIn:   / stevekirch  

📞 𝐖𝐀𝐍𝐓 𝐃𝐑. 𝐊𝐈𝐑𝐂𝐇'𝐒 𝐇𝐄𝐋𝐏 𝐖𝐈𝐓𝐇 𝐘𝐎𝐔𝐑 𝐁𝐔𝐒𝐈𝐍𝐄𝐒𝐒?
Book a consultation to see how AI can transform your operations and profits:
👉 https://calendly.com/profit-minds/let...

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  / profit-minds  

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