In today’s episode, host Joe Pantozzi is joined by Lyle Domentiz, a financial advisor with an incredible backstory. Learn how Lyle’s transition from a Bronx dry-cleaning business owner to a financial expert is filled with unexpected twists and lessons.
Discover the secrets behind crafting informed financial plans and the importance of updating your documents regularly. Whether you're a business owner or an aspiring advisor, this episode is for you.
For valuable advice and expert questioning on balancing business and profit—tune in now!
Show Highlights
- Learn about this unconventional journey of starting a business [01:49]
- Why do businesses often meet with a sad end? [03:23]
- Discover insights on business exit strategies [04:31]
- The importance of having a vision [09:32]
- Find out practical strategies for financial planning [11:22]
- This is why you need the right coaching [13:32]
- Discover the need for relevancy in financial planning [16:47]
- Pass on the values not the burden of the business [18:17]
Reach out to me:
joe@alphaomegawealth.com
https://www.linkedin.com/in/joe-pantozzi-941a073/
AlphaOmegaWealth.com
