Hot take · 40:40
// THE QUOTE
“what are you afraid of or what would you feel more confident that you knew more about”
— Peter Freeman · Freeman Group Private Wealth Management
Opens on the real question they ask owners, lands on the line that no one builds anything great alone and frames the advisors as 'financial quarterbacks.' Complete and quotable.
Full episode at 40:40The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners ▸
THE LESSON THIS CLIP CARRIES
Use a financial planner as 'quarterback' to align accountant, banker, and lawyer on one agreed plan.
“so we're the financial quarterbacks”
THE CHAPTER IT LIVES IN
Asking for help and new government programs
35:24
Clips like this, every two weeks.
SOURCE: 40:40 of The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners