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156. “Why You Need a Personal CFO” with Joseph F. LoPresti
Manage episode 444271373 series 2847114
תוכן מסופק על ידי Dawn Kennedy. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Dawn Kennedy או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Dawn talks with Joseph F. LoPresti. A seasoned founder of Arlington Wealth Management, with 39 years in the financial services industry and a history spanning more than two decades at the helm of his firm. Dawn and Joseph talk about why you need a personal CFO, not just for your business, but you need one personally.
In this episode…
Who is Joseph F. LoPresti and whom does he serve? (00:46).
What is the role of the CFO in business? (2:23)
A personal CFO has a different role from that of an accountant. (3:35)
How does owner financing in business sales impact your personal finances, especially when you're required to hold onto a portion of the equity or carry risk longer? (7:31)
How far in advance should someone bring in a CFO to assess the holistic financial picture and guide personal financial decisions based on the business's outlook? (9:36)
Is there a specific net worth or business size at which it makes sense to hire a dedicated CFO, especially for smaller businesses? (12:00)
How did you get into the role of a personal CFO, acting as a conductor for someone's personal finances? (14:47)
When applying the personal CFO approach to someone with years of siloed advice, where do you typically see the biggest impact first? (17:55)
Joseph F. LoPresti’s Information.
Website: http://www.arlington-wealth.com/
LinkedIn: https://www.linkedin.com/in/joeloprestiria
Youtube: https://www.youtube.com/@arlingtonwealthmanagement4262
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