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Sept. 1, 2024
266. Mastering Financial Planning and Exit Strategies with Chad Olivier
Join us on Average Joe Finances as our guest Chad Olivier shares his extensive experience and knowledge in financial planning since 1996. Chad discusses his journey from selling tax-free bonds to founding the Olivier Group in 2002, where he now specializes in individual investments and certified exit planning for small business owners.
In this episode:
- Grasp the significance of evolving from a specialized financial service, like selling tax-free bonds, to establishing a comprehensive financial planning firm.
- Recognize the critical role of exit planning as an essential component of a business owner's financial strategy, ensuring maximum value extraction.
- Comprehend the importance of maintaining a business as a separate entity from personal finances to create a sellable asset.
- Realize the necessity of prudent debt management and the delicate balance between scaling and stabilizing a business.
- And so much more!
Key Moments:
00:01:07 Meet Chad Olivier: Financial Planning Expert
00:02:41 Chad's Journey into Financial Services
00:03:23 The Niche of Exit Planning
00:06:55 Building a Successful Financial Firm
00:11:17 Mentorship and Continuous Learning
00:16:00 Challenges and Advice for Business Owners
00:20:15 The Evolution of Financial Planning
00:22:19 The Role of AI in Wealth Management
00:24:14 The Importance of Expert Advice
00:25:59 Building a Legacy: Strategies for Business Owners
00:28:08 The Challenges of Running a Business
00:30:03 Final Round: Lessons and Tips
00:36:14 Recommended Books and Podcasts
00:38:10 Closing Remarks and Contact Information
Find Chad Olivier on:
Website: www.oliviergroup.com
Facebook: www.facebook.com/theoliviergroup/
X: https://x.com/TheOlivierGroup
LinkedIn: www.linkedin.com/in/chad-olivier-70b29621/
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://mikecavaggioni.com
About Tawnya: https://www.themoneylifecoach.com/
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
*DISCLAIMER* https://averagejoefinances.com/disclaimer
See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
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