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A graphic for a podcast episode titled "The Owner's Corner EP15," featuring Maggie Browning, discussing franchise ownership. The background has diagonal stripes in green, blue, teal, and pink. The SYM Financial Advisors logo is at the bottom left corner.

When Passion, Community, and Business Meet with Maggie Browning

Maggie Browning is the Franchise Partner of the Burn Boot Camp locations at Fishers and Zionsville, Indiana. Burn Boot Camp is a network of fitness facilities that envisions a world where women love themselves today and are inspired by who they’ll be tomorrow. Before working with Burn Boot Camp, Maggie worked as the Deltek Systems Analyst at Walker Consultants and the Project Administrator at McShane Construction Company. She holds a Bachelor of Science in Business

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Podcast cover art for "The Owner's Corner" by SYM Financial Advisors. The design features overlapping geometric shapes in shades of green, blue, and purple. Text reads "EP14 Seth Whicker - Buy-Sell Agreement Insights" in the lower right corner. The SYM Financial Advisors logo is in the bottom left corner.

The Importance of Buy Sell Agreements

In this episode of the Owner’s Corner podcast, host Seth Whicker, a certified financial planner, stresses the importance of having a Buy Sell agreement for any business owner. He explains that while a robust estate plan covers some aspects, a Buy Sell agreement outlines how other people may become owners within the company, how shares will be valued and transferred, and what will happen to shares in the event of a shareholder’s death or disability.

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Podcast cover art for "The Owner's Corner" by SYM Financial Advisors, featuring bold geometric shapes in shades of teal, blue, green, and pink. The text on the cover reads "EP12 Jill Young: Business Owner Systems" and displays the SYM Financial Advisors logo.

The EOS Advantage with Jill Young

Jill Young is the Head Coach and Expert EOS Implementer at EOS Worldwide. Having been an EOS implementer since 2014, Jill has implemented the Entrepreneurial Operating System with over 80 companies and has held over 900 EOS consultations with entrepreneurs. She formerly managed the growth and health of Williams & Company CPAs as its President. She is the author of The Advantage book series, which includes The Courage Advantage, The Learning Advantage, and The Thinking

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A person wearing glasses examines a computer screen filled with lines of code. The code is reflected in the glasses, highlighting the details of the text, including the word "PASSWORD" visible on the screen. The focus is on the tech-related activity, emphasizing cyber security measures.

Cyber Security and Your Digital Assets

Cybersecurity is a complex topic.  In many ways, it’s like investing.  There are lots of ways to do it, it can be really confusing without good information, and reliable advice from a knowledgeable source is critical. And if you don’t do it right, you are likely to lose your money.  Each individual and business is different; the tools and techniques necessary to protect them vary dramatically.  An online search may render some “top ten steps”

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Podcast cover art with a green background features white, swirling abstract designs. Text reads: "Executive Decisions - A Podcast for Business Leaders" at the top, and "EP16 Rich Haddad" at the bottom. An ascending arrow points upwards from the abstract designs, symbolizing growth within the community.

Facing Issues in The Community Head-on with Rich Haddad

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation’s operations. With his expertise in financial reporting, he ensures the prudent management of the foundation’s funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and organizations to identify the best opportunities for grant-making and community participation that align with K21’s mission.

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A wooden desk holds a calculator, glasses, paper clips, a cup of coffee, and a paper titled "Cash Flow Plan" with colorful bar graphs beneath the text.

The Magic of Cash Flow Planning

What is Cash Flow? During our working years, we earn wages from our employers, or profits from our businesses. It’s relatively straightforward to identify the money that comes in, the money that goes out and what’s left over each month. Ideally, that leftover amount accumulates and can be invested for spending in the future. This is cash flow. What happens to future cash flow when we stop working? What happens when the sense of security

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