Episode 4

Published on:

18th Feb 2021

Advance Your Wealth - Key Issues Facing Successful Families and Business Owners

Over the last year in particular, private business owners have faced significant challenges from the pandemic and resulting lockdowns with many businesses unlikely to open again. Even without pandemics and lockdowns, business owners face all sorts of challenges that may not seem obvious to the naked eye. Many businesses fail under normal economic conditions and those that do make it require significant time and sacrifice by the owner and their family with only a small percentage truly creating significant family wealth.

In the fourth episode of Advance Your Wealth, Homer and Ryan explore the key issues that successful families and business owners are facing in today's climate. Through collaboration and efficient planning, Homer and his team at Konvergent Wealth Partners are offering solutions to help this small group who have enduring success.

Sit back, relax, and enjoy another great episode that provides clear guidance on how to navigate these complex financial issues.


01:00 - Businesses of all sorts have faced countless challenges during the pandemic

02:20 - Implementing a three-step process to ensure your business thrives

04:00 - The challenges impacting business owners face on an everyday basis

05:13 - What are the drivers that lead a business to become difficult to run

06:40 - The missing link for businesses lacking consistent growth

08:55 - For the businesses that grow to the next level, what are the next challenges?

11:04 - How Homer's team is addressing the needs of the business owner

13:55 - How often the personal goals conversation comes into play

18:08 - The Konvergent Virtual Family Office

21:00 - Closing remarks

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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.