May 21, 2025
Jeremy Ames, CEO of Guidant Financial, shares insights on helping midlife entrepreneurs leverage retirement funds to invest in businesses. The discussion covers the evolution of Guidant Financial, the intricacies of self-directed IRAs, and the challenges faced by business owners. Jeremy emphasizes the importance...
May 7, 2025
Why do we need non-negotiables as part of our business? In this conversation, Kirsten Flory discusses the need for clarity on what one is willing to accept in client relationships and the significance of defining personal and business missions and values. The discussion also covers the necessity of having hard...