Beyond Basics: The Hidden Work Behind Business Success
Henry emphasizes that while Kaufman’s questions provide a roadmap, true success requires financial discipline, cash flow mastery, and risk preparation. He highlights the importance of customer retention, urging businesses to focus equally on keeping existing clients engaged for sustainable growth.
Spotting Unethical Financial Advisors: Key Red Flags
Henry emphasizes the importance of transparency in fees and commissions. He advises that advisors should be "vendor-agnostic," not tied to specific products for personal gain. Verify credentials through independent reviews and trusted recommendations. Be cautious of advisors consistently pushing specific accounts, as they may prioritize commissions over client interests.