Capitaliz Insights: An Interview with Tommy Battle

Craig West, the founder of Capitaliz, interviewed LAN advisor and business coach Tommy Battle, MBA, CFP, CEPA, about how these insightful tools are helping Financial Designs guide business owners to understand their business as an asset and achieve a more abundant future.

Tommy's current focus on value acceleration and business exit strategy is particularly interesting, and he offers valuable advice on how to prepare for a successful exit. Listeners will also gain insight into the important lessons Tommy has learned along the way, including the crucial role of structure and discipline in achieving success as an advisor.

Whether you're an aspiring financial advisor or simply interested in gaining knowledge about the industry, this episode is sure to provide valuable takeaways and inspiration. Tune in now to learn from two of the industry's bright minds!