This week, John is joined by James Maher, founder of Archford Capital Strategies. James has earned a total of 7 certifications and designations along with his advanced degree; 3 are the highest obtainable in the retirement-plan benefit area. In this episode, James talks about the unique approach he and his team take to exit planning.

Reach out to James: https://archfordcapital.com/team/james-d-maher/

Go to: https://exitmap.com/meet-the-team/

Connect with John: https://www.linkedin.com/in/johnfdini/

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“In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.”
John F. Dini, CEXP, CEPA

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The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-

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About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications.

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Learn more about John: https://exitmap.com/meet-the-team/