In this episode, I delve into the importance of building a strong financial team. I discuss the key roles that should be included in a money team – such as bookkeepers, accountants, tax strategists, CFOs, financial advisors, wealth managers, and personal bankers.
Learn more when to bring each member onto the team based on revenue milestones, emphasizing the significance of collaboration and regular team meetings to ensure financial strategies are aligned.
This episode provides a detailed explanation of each team member's role and the pivotal stages in a business's growth where their expertise becomes essential. Whether you're a budding entrepreneur or aiming to scale your business to new heights, tune in how to build a 7-figure money team like the 1% to support your financial growth and success!
KEY POINTS:
QUOTES:
"When you're a part of the 1%, that means that you have to do 1% planning." — Dr. Erica Jordan-Thomas
“All of these people impact one another, you should actually be having meetings with this entire team at least twice a year, just so that way everyone's on the same page." — Dr. Erica Jordan-Thomas
RESOURCES:
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IG | @e_jordanthomas
LinkedIn | @erica-jordan-thomas-ed-l-d-86314764
Facebook | @EJTConsultingLLC
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7-Figure Educator is produced by EPYC Media Network
I’m so excited Dr Erica has created this show for educators. Thank you!
Great episode talking about not only education but how to take a leap of faith. “Believing how much you can make is a great mindset shift.” -Erinn
Leap like you know the net is there.
Living a life of ease is my new motto! Loved this candid interview with Erinn Cottman. It’s so important that we share the $ figures and let each other know how we’re doing! Took some invaluable nuggets from this. Thank you!
This episode was such a necessary listen. I found myself cheering Erinn on, but also refocusing my own approach to career, growth, and finances …. Such relatable stories snd personal experience shared so honestly. Fantastic coverage of so many topics that needed this level of discussion. 👏🏽👏🏽👏🏽
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