As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher’s Business Times article discusses the critical mistake that business owners often make, when they do not integrate their business with their personal wealth planning.
In this week’s Money Wisdom episode, our co-host Amelia, from the Brand Experience team, sits down with Chris to explore the emotional aspects and his thoughts beyond what was written in the article on the topic of Business Exit Planning. Chris shared the importance on how business owners need to foster a culture that prepares their team for leadership transition. The conversation became deeply personal as it concluded with Chris sharing his heartfelt thoughts on his own business exit plan as CEO of Providend.
You may also enjoy the video version of this podcast here:
You can find Chris’ article in The Business Times on this topic here.
Stay tuned for our next podcast episode, where we will be jumping into part 5 of our mini-series: “The Story of Our Clients’ Wealth Journey”.
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here. If you are keen to dive into the specific mini-series episodes, you may do so here:
- The Story of Our Clients’ Wealth Journey: This mini-series delves into the wealth management journeys of our clients.
- The Brain Behind: Christopher Tan, our CEO and regular contributor to The Business Times’ Money Wisdom column, will discuss the thoughts and insights behind selected articles.
Music courtesy of ItsWatR.
The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. Business Exit Plan: 3 Key Considerations
2. Business Exit Planning Case Study: Common Mistakes to Avoid
3. Life Decisions First Before Legacy Decisions
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