Why should successful business owners work with an executive planner?
Josh Sailar, a fiduciary planner and advisor for business owners and executives at Miracle Mile Advisors, an independent investment advisory firm joins Enterprise Radio to discuss why successful business owners should be working with an executive planner.
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Listen to interview with host Eric Dye & guest Josh Sailar discuss the following:
- What is executive planning?
- Who would need an executive planner?
- Why would one need an executive planner over a standard financial advisor?
- What is the difference between a fiduciary vs. a non-fiduciary planner?
- What is an example of a specific situation that you helped a client with?
Josh Sailar started his career in wealth management 6 years ago. As an Investment Advisor with Miracle Mile, Josh works with clients to help design customized investment plans, give asset allocation recommendations, and work with businesses to structure and implement 401K plans.
Prior to joining Miracle Mile Advisors, Josh was with TriStar Financial Services, a boutique RIA in Los Angeles where he worked with clients to structure financial plans and give investment recommendations.
Josh received his Bachelor’s Degree in Management from Binghamton University. He holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63, 65 licenses, as well as life and tax preparer licenses. Josh is actively involved in local community rehabilitation projects as well as with the Magic Paintbrush Project, a non-profit organization that spreads autism awareness.