Stop Losing Money! Financial Strategies For Small Business Owners & Families Market It With ATMA podcast

Stop Losing Money! Financial Strategies for Small Business Owners & Families

9d ago 34:55

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Welcome back to Market It with ATMA! 👋 In this essential episode, host Atma is joined by Dolly Chevalier, Founder of Mission Complete and a seasoned financial professional with over 20 years of leadership experience, including 25 years as an Army veteran. Dolly shares her powerful journey from the military to the finance industry, driven by a passion to educate people on financial independence and ensure families are protected.
🚨 Are your finances truly taken care of? Dolly reveals common financial blind spots for both individuals and business owners, emphasizing that a tailored approach is key to securing your future. She explains how being an independent financial professional allows her to custom-design strategies from over 150 different companies—unlike working with a single bank.
In this must-watch interview, you will learn:
Why traditional life insurance assumptions are wrong (and the crucial role of living benefits).
Wealth protection strategies tailored for different ages—from young people building wealth to older adults protecting assets from long-term healthcare costs.
Critical questions every small business owner must ask about tax-free accounts and business continuity.
How to potentially set up an account to avoid college loans for your children.
Dolly’s successful marketing strategy built on trust and word-of-mouth referrals.
Ready to Elevate Your Business Marketing?
Market It with ATMA is dedicated to bringing you the tips, tools, and strategies for business success.
🤔 Is your business ready to grow? Book a strategy session with Atma and refine your process, methodology, and market approach: https://adventtrinity.com/consultation/

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Chapters

1. Stop Losing Money! Financial Strategies for Small Business Owners & Families (00:00:00)

2. Meet Dolly and Mission Complete (00:00:16)

3. Why Finance: Loss, Markets, Protection (00:01:14)

4. Military Values Into Business (00:02:20)

5. Educating Clients Across Life Stages (00:05:45)

6. Milestone, Impact, Two Million Families (00:06:55)

7. Tailoring Plans: Builders vs Protectors (00:08:24)

8. Independence Over Single-Brand Solutions (00:10:22)

9. Best Channel: Family and Referrals (00:11:44)

10. Trust Through Free Consultations (00:13:23)

11. Simple Questions That Change Plans (00:15:40)

12. Long-Term Care And Living Benefits (00:18:15)

13. Business Owners: Tax And Continuity (00:22:02)

14. College Funding And Hidden Strategies (00:26:06)

15. Uncertain Times: Protect And Grow (00:28:17)

16. Independent Research Beats Menu Advice (00:30:24)

17. Custom Over One-Size-Fits-All (00:34:06)

72 episodes