This week, Eric joins Phil to share his knowledge on taking care of existing customers, investing in your company, and what to know if you’re thinking about exiting your business.
This week, Phil sits down with Blake to learn about the challenges he’s faced taking over his father’s firm, how to teach financial responsibility to kids, and the ways he is utilizing AI.
Terence Hannafin is a Partner at Carter Morse & Goodrich, where he specializes in advising closely held and family-owned businesses on mergers, acquisitions, and capital strategies.
In this episode, Phil and Dr. Stein talk about the concept of emotional quotient (EQ), the intersection of emotional intelligence and success in business, and Dr. Stein’s own entrepreneurial journey.
Ed Clissold is the Chief U.S. Strategist at Ned Davis Research (NDR). He leads the firm’s analysis of U.S. equity markets, sectors, styles, and investment themes. His research combines macroeconomic insights with quantitative market analysis to help investors.