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| Name | How T Ray Phillips Leverages his Family's Business Lessons to Help Clients Succeed |
| Video Uploader | Video From The Exit Planning Coach |
| Upload Date | This Video Uploaded At 21-05-2024 10:00:06 |
| Video Discription | Connect with John: https://www.linkedin.com/in/johnfdini/ Podcast Overview: T. Ray Phillips How T Ray Phillips Leverages his Family's Business Lessons to Help Clients Succeed In this podcast interview, John F. Dini speaks with T. Ray Phillips, a certified family business specialist and investment advisor based in Indianapolis. T. Ray shares his personal story about his family's business, Dawson Produce, and how it failed to transition ownership due to a lack of restrictive covenants on stock given to family members. He emphasizes the importance of having a clear target market, building relationships with clients, and assembling a team of professionals to provide comprehensive exit planning services. He also shares his approach to initial client meetings, stressing the value of face-to-face interactions and conducting meetings in the client's space to build trust and understanding. He highlights the significance of assigning "homework" to clients, such as completing the ExitMap assessment, to gauge their readiness and commitment to the exit planning process. T. Ray also discusses the value of becoming a thought leader in the exit planning space. The interview concludes with advice for advisors just starting in the industry, emphasizing the need to develop technical knowledge in areas such as tax law, business entity structures, and buy-sell agreements to effectively collaborate with other professionals and serve clients' needs comprehensively. ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/@theexitplanningcoach6299 ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/ |
| Category | People & Blogs |
| Tags | ExitMap | Exit Planning Coach Podcast | John Dini | John F. Dini | JOHN F. DINI | CEPA | CEXP | Exit Planning Podcast | Exit Strategy | Exit Planning Experts | Plan Your Exit |
