Wayne B. Titus III, CPA/PFS, AIFA the Founder of AMDG Financial and AMDG Business Advisory Services based on his 15 years’ experience at two large accounting firms working with Fortune 50 clients joins Enterprise Radio. His new book is: The Entrepreneur’s Guide to Financial Well-Being.
Listen to host Eric Dye & guest Wayne B. Titus III discuss the following:
What inspired you to write “The Entrepreneur’s Guide to Financial Well-Being?”
What’s wrong with the way most entrepreneurs handle their finances?
What should an entrepreneur look for in an adviser?
Why is it important to work with an “interpretive” adviser?
In the book, you discuss the importance of taking a “holistic” approach to managing an entrepreneur’s finances. What do you mean by that?
What role should communication play between an entrepreneur and his/her adviser?
Wayne B. Titus III, CPA/PFS, AIFA founded AMDG Financial and AMDG Business Advisory Services in 2002 based on his 15 years’ experience at two large accounting firms working with Fortune 50 clients. He dove into entrepreneurship to make a bigger impact on people's lives.
As a fee-only fiduciary adviser, his loyalty is to his clients: he places their interests ahead of his own or his firm’s. With assets of more than $150 million, AMDG Financial integrates tax, financial and investment strategies to help clients make financial and life transitions successful on purpose. The company's credo is, "From financial wisdom, better stewardship.” His latest book is The Entrepreneur’s Guide to Financial Well-Being (Lioncrest Publishing, March 2019).
Social Media Links:
People also listened to this: Manage your team well even as the future changes daily