From Advisor to Architect: Navigating Wealth Transfer, Retirement, and Succession with Peter G. Miles
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Boom, shake the room, Fire Nation, JLD here, and welcome to Entrepreneurs on Fire, brought to you by High Level, the all-in-one sales and marketing platform. Today we'll be breaking down from advisor to architect, navigating wealth transfer, retirement, and succession. To drop these value bombs, I brought to Peter G. Miles in the EOFire studios. Peter believes in helping all people no matter where they are in their financial journey.
That is what led him to start St. Croix Wealth Management. It's about the relationship with a person, not the size of their portfolio. And today we talk about advisor misconceptions, the coming wealth transfer, the psychology layer, and oh, so much more. And a big thank you for watching today's episode goes to Peter and our sponsors.
Fire Nation, is your business stuck? Are you looking to learn the proven processes and success systems that have been used to create thousands of millionaire success stories? Schedule a free consultation with America's number one business coach, Clay Clark, by visiting thrivetimeshow.com slash EOFire. Again, request life-changing tickets today at thrivetimeshow.com slash EO fire. Stop duct taping your business together.
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