Live 2024 Financial Planning for Biz Owners with guest Jennifer R_ Lee
David C Barnett Small Business and Deal Making M&A SMB
00:00
Navigating Financial Transitions for Women
This chapter focuses on merchant discount fees in business and the importance of cash flow while transitioning into wealth management niches for women facing life changes like divorce. It highlights the challenges of financial planning during significant transitions and emphasizes the need for specialized support. The speaker shares personal experiences and insights on how defining a niche can enhance career trajectories in the financial industry.
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