How to build a team of advisors to meet your goals – Listen Now

No matter what stage of the business lifecycle you’re in, having trusted professionals in your corner can pay dividends. Are you intentional about who you surround yourself with as a business owner?

In the 23rd episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Nolan James Jr., Esq., a shareholder at Cavitch Familo & Durkin and Leslie Oyler, CPA, Client Services Manager at Zion, Synek & Associates for a wide ranging discussion about the important role advisors play in growing your business.

Have questions? Email [email protected].

 

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The Sharing Knowledge Series of videos, podcast episodes and articles are for informational purposes only, and is not intended to serve as legal, tax, financial, investment, accounting, or regulatory advice. Opinions expressed and third-party information shared herein do not reflect the opinions of Westfield Bank, Westfield Group, or any of its subsidiaries or affiliates. The information shared does not constitute nor is intended as an offer or solicitation for the purchase or sale of any product or service. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success. Bank products and services provided by Westfield Bank, Member FDIC an equal opportunity lender.