Episode 283: Strategic Planning for Business Owners, with Joe LoPresti
36:40 Share

Joseph F. LoPresti is the seasoned founder of Arlington Wealth Management, with 39 years in the financial services industry and a history spanning more than two decades at the helm of his firm. Joe’s journey into finance is deeply rooted in his family’s legacy of perseverance and success. Married for 33 years, Joe is a proud father of three daughters who share his enthusiasm for life and the wine making tradition inherited from their ancestors.

  His career, shaped by a critical view of Wall Street’s sales-dominated culture, forged a new path that led him to develop a proprietary investment methodology. His deep conviction that hard-earned wealth should be actively safeguarded has become the cornerstone of his unique client relationships centered around achieving security, prosperity, and peace of mind.

  Joe’s passion for financial literacy inspires his multifaceted contributions to investor education, including radio segments, course teachings at local colleges, and the foundation of the Investor Education Institute (IEI).

What You Will Learn:

Who is Joe LoPresti?

His transition from working in brokerage firms to becoming an independent advisor.

Recognition that investment management is only one aspect of wealth management.

Importance of comprehensive wealth planning for affluent clients.

What key factors should business owners consider to maximize business value and personal wealth?

Why working with a cohesive and experienced advisory team important?

What are the Benefits of a proactive planning team that communicates effectively?

How to engage with wealth management services to unlock business value?

How siloed advice can be integrated for better outcomes?

Common regrets of business owners trying to manage their affairs alone.

What are the five key focus areas for Business Owners?

Difference between types of businesses (e.g., solo practitioners vs. multi-employee firms).

What is the sellability score?

Why integrating business strategy with personal wealth planning important?

What is the importance of proactively designing an exit strategy rather than leaving it to chance?

Joe shares how everyone can contact him.

Additional Resources from Joe LoPresti:

Website: https://arlington-wealth.com/), https://www.exitbydesignbook.com/)

Email: [email protected]

Phone: 847-670-4030

LinkedIn: https://www.linkedin.com/in/joeloprestiria)

YouTube: https://www.youtube.com/@arlingtonwealthmanagement4262)

Attention Investors and Agents

Are you looking to grow your business?

Need to connect with aggressive like-minded people like yourself?

We have all the right tools, knowledge, and coaching to positively effect your bottom line.

Visit:http://globalinvestoragent.com/join-gia-team) to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX)

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: )https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg)