In this episode of Capitaliz Insights join Craig as he delves into the world of financial planning with Thom Hall, managing partner at Carson Wealth. Discover how Carson Wealth helps business owners uncover their ‘Why’ to guide them in their ‘How’, as well as Thom’s personal experience with estate planning and his journey into financial planning, with a particular focus on exit and succession planning. Through their conversation, Craig and Thom highlight the crucial importance of developing an exit strategy in advance and how Carson Wealth’s expertise in this area can help business owners navigate potential risks and knowledge gaps.
Learn about the evolving financial advisory landscape and how Carson Wealth’s approach emphasizes each business owner’s unique purpose. Tune in for a thought-provoking discussion on exit strategy, financial planning, and the mindset shift taking place globally among business owners preparing to exit.