Episode 83 - Business Owner Financial Blindspots with Barry S. Rutten, CFP®️

Like any other field of vision, business financial aspects still have blind spots, and these are the things that Barry Rutten aims to solve. Barry is a partner and co-founder of Wealth Defense Financial Advisors, which provides financial planning, investment advisory, and wealth management services to individuals, families, business owners, executives, and entrepreneurs.Tune in and learn more about Barry and how he uncovers financial blind spots and how he solves them, only here in the latest episode of The Disruptive Successor show.HIGHLIGHTSIntroducing Barry RuttenGenerational business turnoversCoaching with the doctor modelAvoid financial loss, achieve financial successBlindspots of entrepreneursQUOTESBarry’s thoughts on successors:“It's a difference between working IN the business and ON the business.”Barry on business owners’ difficulty to let go:“Business owners put their blood, sweat, tears, and life energy into this entity, and depending on the person, they may have internal struggles with just letting go.”Barry’s choice of clients:“I want to be close to the decision maker, and because I see the connection between the business owner and then the business owner's personal side.”Barry on being open to learning:“I don't think it's necessary to be Superman or Superwoman. When it comes to owning your business, I think the smart thing is to stay coachable, stay receptive, and stay open to new ideas.”Connect with Barry and learn more about his work:About BarryWealth Defense Financial AdvisorsIf you enjoyed today’s episode, please subscribe, review and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.