Welcome to the latest episode of Capitaliz Insights! In this episode, host Craig sits down with Tommy Battle, President of Financial Designs and one of our trusted Capitaliz advisors. Tommy’s career journey has been nothing short of fascinating, and he shares insights from his diverse experiences ranging from education to financial advisory.
Tommy’s current focus on value acceleration and business exit strategy is particularly interesting, and he offers valuable advice on how to prepare for a successful exit. Listeners will also gain insight into the important lessons Tommy has learned along the way, including the crucial role of structure and discipline in achieving success as an advisor.
Whether you’re an aspiring financial advisor or simply interested in gaining knowledge about the industry, this episode is sure to provide valuable takeaways and inspiration. Tune in now to learn from two of the industry’s bright minds!