Can a love of sushi play a role in your financial future? It can if you choose to work with our next guest.
After years of climbing the Wall Street corporate ladder, financial advisor John Stoj became disillusioned with false promises of outperforming the market. After walking away, John built and later sold a sushi delivery company, finally allowing himself to return to his first love – financial planning. But this time, things are diﬀerent. With his own company, Verbatim Financial, John’s gone rogue with his pricing model, and is applying his decades of experience & personal touch to help clients simplify their financial lives.
In this episode we talk about John’s commitment to a truly client-focused financial plan, how his own entrepreneurial journey helped him to understand the unique needs, challenges and opportunities for an entrepreneur’s financial plan, planning your exit strategy and more.
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus.
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being. With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.