Our next presentation of the “The MSP Show” on “Blog Talk Radio will be a very interesting one you won’t want to miss. Learn about creating rock-solid Partnership Agreements, including buying, selling and shotgun clauses, from Bryce Medd of The Wealthy Tortoise Financial Group.
You’ll Learn About:
Why you need an insurance advisor to read your shareholder agreements.
Common errors and omissions in shareholder agreements.
Transactions on a shareholder’s death.
Ownership of insurance.
Valuation of shares.
Disability and critical illness.
Join Bryce and MSP Marketing Expert Stuart Crawford for this 30-minute presentation so you can ensure your financial security.
Tune in live, January 15th at Noon (ET) Eastern Time by visiting.
The Wealthy Tortoise Inc. was launched in Vernon BC Canada in 2004. In the beginning, the company was operated under the traditional sale/transaction model.
In 2007 Bryce introduced values-based planning.
The new Wealthy Tortoise is focused on earning the title “Trusted Advisors” to the people who are part of our “Ideal Client” community. We see ourselves as part of the new generation of Financial Service Companies.
“People don’t plan to fail…they fail to plan.” An old adage, for sure—but, as Trusted Advisors with decades of experience, we’ve seen it proven time and time again. Expanding on this truism, we would say “People who don’t plan holistically, knowledgeably, thoroughly, intelligently and constantly … predictably underachieve financially.”
Ulistic Is Different — We’ve Been Where You Are Now
Ulistics’s President and Chief Marketing Officer, Stuart Crawford owned a $5 million-dollar IT MSP in Calgary, Alberta Canada, and was a success because of his marketing abilities. Stuart knew he could do more, and wanted to delve into another business arena. So he sold his business and started Ulistic to help other MSPs market their services since he’d had such success doing this for his own business.
Since then he’s been honored by Calgary’s Avenue Inc. with “The Top 40 Under 40 Award” in 2007 for being an outstanding business leader, and he was recognized as one of the “Top 20 Business Leaders of Tomorrow” by Business in Calgary magazine in 2008. Stuart has also won many Microsoft Partner Awards for his work in the IT community.
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