Charles Wilton – Selling Position of CR Bard Comments0
In today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We go into detail about a recent deposition or exist position that took place in Charles’ portfolio. Remember, …
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9 Things You Need To Know Before You Can Retire Comfortably Comments0
For many people, long gone are the days when you can retire from your job with the pension that your employer provides. Today it is important to have your own plan. It is all about taking control of your financial …
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Mike Flux – General and Investment Alternatives Update Q1 2014 Comments0
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2014. We also discuss how to interpret the current events, and how to properly …
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Why fire trucks always back in Comments0
Republished with permission from Built to Sell Inc. Have you ever noticed that fire trucks always back into the fire hall? Why don’t they just pull into their parking spot snout-forward like the rest of us? Backing in at the …
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8 ways to know if you have a job or own a business Comments0
Republished with permission from Built to Sell Inc. The ultimate test of your business can be found in a simple question: would someone want to buy your company? Whether you want to sell next year or a decade from now, …
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Franco Lombardo – The Great White Elephant Comments0
Today I have an update call with Franco Lombardo, Managing Director of Veritage Family Office Ltd. In today’s discussion we go into detail about Franco’s latest book, “The Great White Elephant – Why Rich Kids Hate Their Parents”. In this …
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Dave Faulkner – Financial Planning Software Comments0
Today I have an update call with Dave Faulkner, President of FPAdvantage and creator of financial planning software (The Razor). Dave is a pioneer in the financial planning software industry and the original designer of the most well-known financial planning …
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5 “strategic” ways to sell your company Comments0
Republished with permission from Built to Sell Inc. This month’s article looks at the recent announcement that Facebook has acquired messaging service WhatsApp and uses it as a platform to discuss the topic of strategic acquisition. The article also shares …
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