Latest / Something More with Chris Boyd
Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim
Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim
In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special guest Paul Brahim, Managing Director and Financial Advisor at Wealth Enhancement in Pittsburgh. Paul, a CFP® and CEPA®, shares decades of experience guiding CEOs and business owners through retirement planning, succession strategies, and financial wellness. We dive into the critical topics of "Title" protection for financial planners and why legal and regulatory standards matter for the profession. Next up is an…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.