Скачать или смотреть Why 99% of Financial Advisors Can't Help Business Owners

Most Financial Advisors Don't Understand How Business Owners Actually Make Money

After nearly two decades in financial advice, I've identified three types of advisors - and only one can actually help entrepreneurs.

Type 1: Product/Transactional Advisors
They handle basic tasks like superannuation, insurance setup, investment accounts. This is ""101 stuff"" - tactics that aren't life-changing.

Type 2: Holistic Personal Financial Advisors
They create comprehensive financial plans, diving deep into goals and aspirations. But they're missing the full picture unless you have significant, regular, ongoing profits being distributed.

Type 3: Business + Personal Financial Advisors (The Rare Ones)
They understand that most business owners' businesses aren't producing the financial resources or aren't financially optimised to create personal financial freedom. They connect personal financial outcomes to necessary business activities.

Here's the disconnect:
Traditional advisors assume you have consistent income to invest. But your ""income"" is trapped in your business. They can't solve your personal financial shortfall without first solving your business profit problem.

If your advisor isn't asking about your business profit margins, pricing strategy, and cash flow optimization, they can't help you achieve financial freedom.

You need someone who understands both sides of the equation.

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