Know Your Story®
Speakers: TIm McFarland, Tim Young
Year: 2019
Body of Knowledge:
Business Planning,
Exit Planning and Succession
Competence: Skills |
Level: Basic |
Session Rating: 3.85
Join this session to learn how the principals of WealthPoint Financial have successfully helped entrepreneurs go from making big decisions to great decisions. In their model, Know Your Story®, WealthPoint looks at both the full life cycle of issues and the full spectrum of options in three realms: numerical, operational and relational. The result? Transforming the traditional planning process into a decision making process. You’ll leave this session with a new strategy to help entrepreneurs plan the way they think!