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The Wealth Development Studio
Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning
4 episodes
1 day ago
Generosity isn't reserved for the ultra-wealthy. Whether you have $50 or $5,000 to give, your dollars can go further and your impact can grow exponentially when you give collectively. In this episode, Lisa LaFrance, philanthropic advisor and founder of LaFrance Project, breaks down how pooling resources through giving circles is changing modern philanthropy and creating significant change in local communities. Lisa shares the surprising statistics behind collective giving, how democratized ph...
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Investing
Education,
Business,
Society & Culture
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All content for The Wealth Development Studio is the property of Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Generosity isn't reserved for the ultra-wealthy. Whether you have $50 or $5,000 to give, your dollars can go further and your impact can grow exponentially when you give collectively. In this episode, Lisa LaFrance, philanthropic advisor and founder of LaFrance Project, breaks down how pooling resources through giving circles is changing modern philanthropy and creating significant change in local communities. Lisa shares the surprising statistics behind collective giving, how democratized ph...
Show more...
Investing
Education,
Business,
Society & Culture
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Building a Business You Can Sell: How to Prepare for a Successful Exit
The Wealth Development Studio
39 minutes
2 days ago
Building a Business You Can Sell: How to Prepare for a Successful Exit
Most business owners pour their heart, soul, and every available dollar into building something meaningful, but few are thinking about how they'll eventually step away. In this episode, Bill West, Founder & CEO of ESOPable, shares a clear, grounded roadmap for building a business that is truly transferable. Listen in as Bill breaks down the real differences between internal and external sales, how ESOPs work, why forecasting increases value, and the operational habits that make buyers lea...
The Wealth Development Studio
Generosity isn't reserved for the ultra-wealthy. Whether you have $50 or $5,000 to give, your dollars can go further and your impact can grow exponentially when you give collectively. In this episode, Lisa LaFrance, philanthropic advisor and founder of LaFrance Project, breaks down how pooling resources through giving circles is changing modern philanthropy and creating significant change in local communities. Lisa shares the surprising statistics behind collective giving, how democratized ph...