In this episode, Phil and guest Paul Herdtner, Founder and CEO of Avra Group Consulting, discuss the challenges of the evolving digital landscape, particularly concerning a brand's image. Given Paul's previous experience at Hallmark, this conversation is extra insightful.  The episode highlights the significance of strategic communication and compliance in the financial industry, especially during culture wars. Looking ahead to 2024, a pivotal election year, the two explore the potential impacts on wealth management. Listen in!       

90% of U.S. small business owners don’t have a firm grasp on the current valuation of their business or what KPIs they should focus on.  A business is often the biggest part of a person’s financial portfolio, and with new companies starting each day in the U.S. — and upwards of 550K starting a month — the opportunities for advisors to help are growing. In the latest episode of the Cannon Curve, Scott Gabehart, Chief Valuation Officer, BizEquity, breaks down the ways advisors can help guide business owner clients into their financial future. *Stay tuned at the end of this audio for additional information! Resources: Scott Gabehart, VP & Chief Valuation Officer of Biz Equity - https://www.bizequity.com/team LinkedIn - https://www.linkedin.com/in/chiefvaluationofficerbizequity/ Books - https://www.amazon.com/stores/Scott-Gabehart/author/B001K8KYG6?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true   Please send Comments, Questions, and Feedback to: [email protected] Please send First Friday Feedback submissions to: [email protected]