Exchange · 36:47
// THE QUOTE
“I'm not going to say I know everything about home building that's your expertise”
— Peter Freeman · Freeman Group Private Wealth Management
Reassurance aimed straight at builders: you don't have to know finance any more than your advisor knows home building. Audience-flattering and self-contained.
Full episode at 36:47The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners ▸
THE LESSON THIS CLIP CARRIES
You're not expected to know finance any more than your planner knows home building; ask for help.
“I wouldn't expect you to know everything about financial planning”
THE CHAPTER IT LIVES IN
Asking for help and new government programs
35:24
Clips like this, every two weeks.
SOURCE: 36:47 of The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners