Poised for Exit
Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a growth strategy, how to sell on your terms, exit planning for women small business owners, handling business diversity, and how to sell a family business. Whether you’re planning an exit in the near future or not, this show will provide you with the same action-oriented content that Julie utilizes while consulting with Keyestrategies clients. Building an exit strategy can be overwhelming, especially with all the decisions and details you have to consider. “Poised for Exit” will simplify the process and help you unwrap the unknowns, giving you more confidence in your planning process. Previous episodes are available for download, so if you are new to our show, you can listen to them in any order that suits you. Join us each week for timely, relevant content that will surely impact your business exit outcome! Subscribe to our newsletter below to receive your weekly episode link and stay updated on new strategic planning content. Find “Poised for Exit” on Spotify, Apple Podcasts, Google Play, iHeart Radio, Amazon Music, and others. Thank you to our Sponsors: Sunbelt Business Advisers and JAK CPA's. A special note of thanks to Tyler Keyes who produced the music for the “Poised for Exit” show.
Poised for Exit
"Evangelist" for Business Owners gives Advice Beyond Investing
"Evangelist" for Business Owners gives Advice Beyond Investing
We were thrilled to feature James Jack on today's episode, who is the head of Business Owners and Multigenerational Client Segments at UBS Wealth Management. James calls himself an "Evangelist to business owners" and advisors as a frontline advocate championing the best outcomes for owners of privately held and closely held companies across the country. For James, it's all about providing great service before all else. As he puts it "advice beyond investing".
He has spent his entire career at UBS in various roles and feels blessed to be working for a firm with great people and plenty of opportunities for growth and innovation. He and his colleagues at UBS work hard to provide valuable resources and learning opportunities for their clients as well as their advisors, because as James says, "everything at UBS goes through the financial advisor, so we want to foster those lifelong relationships with clients and provide services and advice outside of the investing portion of our work".
One tip James shared that struck me was his way of illustrating the importance of a right fit advisor/client relationship. If you were on a cross country flight with this person, would you enjoy the time, or would you not? I've always maintained that having a match in values and what you believe are important components of a lasting and meaningful relationship, which is at the end of the day, the primary goal between the owner and their financial advisor.
Much more for you to learn and listen to right here
Connect with James Jack here and Julie Keyes here
UBS Review Code:
IS2306598
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor