ideas to develop

facebooktwitterlinkedinby feather– tell me about your best day as a financial advisor

– I have been asked  from a practical sense what it would look like to connect a plan to your personal values- tell rabbi”s issue where he needed to make a decision to sell a rental property and fund the proceeds with an annuity or keep it. I asked him If he like being a landlord. He said no.

– The days of trial and error to master your discovery process are long gone.

Written by Jaimie Blackman

Jaimie Blackman

Jaimie Blackman — a former music educator & retailer— is a Certified Wealth Strategist & Succession Planner. Jaimie helps business owners maximize the value of their company through education & coaching. He is a frequent speaker at the National Association of Music Merchants, (NAMM) Idea Center and has spoken at Yamaha’s succession advantage.

As a financial literacy educator he has taught at New York University and has lectured at the 92nd Street Y, Marymount Manhattan College and CUNY.

His column is published in The Music & Sound Retailer and contributes to NAMM U online, as well as other industry trade magazines.

Jaimie is CEO of Jaimie Blackman & Company, President of BH Wealth Management, and Creator of MoneyCapsules® and the Sound of Money®.

To register for Jaimie’s live webinars, or to subscribe to his podcasts, visit jaimieblackman.com.

Submit a Comment

Your email address will not be published. Required fields are marked *