E177: Joe Young: The Advisor You're Forgetting Could Cost You Millions
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E177: Joe Young: The Advisor You're Forgetting Could Cost You Millions
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Dr. Jean, The Results Queen® sits down with insurance expert Joe Young, Director, Private Client Services with One Insurance Services for a conversation that will change how you think about insurance, risk, and protecting everything you've worked so hard to build.
Most business owners view insurance as a line item expense. Joe argues that mindset is exactly backwards.
Your insurance professional should be sitting at the same table as your CPA, attorney, banker, and financial advisor. Why? Because every major financial decision you make impacts your risk profile, and every risk decision impacts your financial future.
Joe shares real-world stories about homeowners, business owners, and high-net-worth individuals who unknowingly exposed themselves to significant financial risk because their advisory team wasn't working together.
From umbrella policies and cyber threats to LLC structures and estate planning mistakes, this episode is packed with practical insights that every business owner needs to hear.
If you've never had your professional advisors sitting around the same table, this conversation may be one of the most valuable you've heard all year.
Go Get Results!
Website: http://www.oneinsuranceservices.com LinkedIn: https://www.linkedin.com/in/josephyoungins/
Contact Dr. Jean here:
Website: www.gettingresultswithdrjean.com Email: jean@cavemanbrain.com