Bob Bedritis is the Founder and Managing Director of Oswego Private Wealth Management. As a Certified Exit Planner and Certified Retirement Counselor, he helps entrepreneurs become financially independent of their businesses. Before founding Oswego Private Wealth Management, Bob was the Senior Vice President at Merrill Lynch, the President of Paradigm Capital Group, and the CEO of M Securities. He has also served on various executive boards, including the Lake Oswego Chamber of Commerce.
Here’s a glimpse of what you’ll learn:
- How Bob Bedritis’ upbringing inspired him to help entrepreneurs build wealth
- Business owners’ most pressing financial challenges
- What prevents entrepreneurs from implementing financial planning systems?
- Bob‘s five-step wealth management process
- The difference between wealth managers and traditional financial advisors
In this episode:
For entrepreneurs who have built a business with a lasting legacy, finances may not be on their radars. However, financial management is an ongoing process, especially for business owners considering family succession. What systems should you leverage to manage your affairs effectively?
Financial planner Bob Bedritis observed that 61% of business owners don’t properly manage their wealth. This is because they lack the necessary systems to evaluate their finances, often making excuses for not implementing any processes. Bob’s five-step wealth management process involves making informed financial decisions, mitigating taxes, leaving a monetary legacy for your family, and protecting your assets against litigation. By following his methods, business owners can efficiently manage their wealth and ensure a secure financial future for themselves and their families.
On this installment of Systems Simplified, Adi Klevit welcomes Bob Bedritis, the Founder and Managing Director of Oswego Private Wealth Management, to discuss wealth management for legacy companies. Bob describes business owners’ most universal financial issues, the difference between wealth managers and traditional financial advisors, and the barriers to implementing financial systems.
Resources mentioned in this episode:
- Adi Klevit on LinkedIn
- Business Success Consulting Group
- Bob Bedritis on LinkedIn
- Oswego Private Wealth Management
- “How to Run EOS Level 10 Meetings with Julie Markee” on Systems Simplified
- EOS Worldwide
Sponsor for this episode:
This episode is brought to you by Business Success Consulting Group.
At Business Success Consulting Group, we create custom processes and tailor-made management systems so businesses can thrive.
Businesses simply can’t survive without workable systems and well-documented processes. That’s why our team of experienced professionals takes care of it for you.
We provide business owners, entrepreneurs, and key executives with strategic implementation, process improvement and documentation, and long-lasting systems necessary to support business expansion.
So, what are you waiting for? Do yourself a favor, and cut the chaos out of your business.
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