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Encore: From Entrepreneur to Investor

Encore: From Entrepreneur to Investor

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 We are thrilled to welcome Joan Crain, Global Family Wealth Strategist, BNY Mellon Wealth Management, this week to The Second Stage. Joan works closely with wealthy families and their advisors to provide comprehensive and customized wealth planning solutions. We will speak with Ms. Crain about steps one can take to ensure a successful navigation of the transition from an active owner/operator to a business investor, post exit. Ms. Crain notes that it is extremely important for a business owner to carefully consider both lifestyle and psychological changes that accompany the transition from entrepreneur to investor. She will touch on the significance of having a good team of advisors in place, who the team should consist of, and the role each plays. Join us to learn more!
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.