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Business Planning

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Business Planning

Business Planning

Business Planning
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Small Business Owners
The One Certainty Every Business Owner Must Face

The One Certainty Every Business Owner Must Face

00:53
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When a Key Employee Says 'We Need to Talk'

When a Key Employee Says 'We Need to Talk'

01:34
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The Three Phases of Planning for Every Business

The Three Phases of Planning for Every Business

01:36
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aboutJay

Jay has been a financial advisor for decades, helping hundreds of clients along the way, and coaching and training other agents to become strong advocates for their own clients. 

 

Jay holds a Series 7, 66 & 24, holds the RICP® and CExP™ designations, as well as Life and Health insurance licenses in many states. 

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Jay and his wife have three sons and are active in their church and their community. They enjoy spending time with their family, fly-fishing, hiking, camping and sightseeing throughout beautiful Colorado

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