by Peter Dragone | Jan 22, 2023 | Peter Dragone Blog, Planning
In my last post I detailed which small businesses might benefit from expert financial advice. Every single one. In this blog, I will provide concrete, recent examples. It is the rare Worldwide Local Connect (WWLC) client who comes to us seeking a part-time Chief...
by Peter Dragone | Jan 20, 2023 | Peter Dragone Blog, Planning
“Financial advice, schminantial advice!” Too often, business managers dismiss the need for such services. Yet, these same individuals have no hesitation entrusting their personal savings to investment advisors. Why should one’s business finances be treated...
