Join us on Average Joe Finances as our guest Chad Olivier shares his extensive experience and knowledge in financial planning since 1996. Chad discusses his journey from selling tax-free bonds to founding the Olivier Group in 2002, where he now specializes in individual investments and certified exit planning for small business owners.
In this episode:
- Grasp the significance of evolving from a specialized financial service, like selling tax-free bonds, to establishing a comprehensive financial planning firm.
- Recognize the critical role of exit planning as an essential component of a business owner's financial strategy, ensuring maximum value extraction.
- Comprehend the importance of maintaining a business as a separate entity from personal finances to create a sellable asset.
- Realize the necessity of prudent debt management and the delicate balance between scaling and stabilizing a business.
- And so much more!
Key Moments:
00:01:07 Meet Chad Olivier: Financial Planning Expert
00:02:41 Chad's Journey into Financial Services
00:03:23 The Niche of Exit Planning
00:06:55 Building a Successful Financial Firm
00:11:17 Mentorship and Continuous Learning
00:16:00 Challenges and Advice for Business Owners
00:20:15 The Evolution of Financial Planning
00:22:19 The Role of AI in Wealth Management
00:24:14 The Importance of Expert Advice
00:25:59 Building a Legacy: Strategies for Business Owners
00:28:08 The Challenges of Running a Business
00:30:03 Final Round: Lessons and Tips
00:36:14 Recommended Books and Podcasts
00:38:10 Closing Remarks and Contact Information
Find Chad Olivier on:
Website: http://www.oliviergroup.com
Facebook: http://www.facebook.com/theoliviergroup/
X: https://x.com/TheOlivierGroup
LinkedIn: http://www.linkedin.com/in/chad-olivier-70b29621/
Average Joe Finances®
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About Mike: https://mikecavaggioni.com
About Tawnya: https://www.themoneylifecoach.com/
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
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See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
