Rx WEALTH

Craft A Winning Business Plan With Luis Galdamez

Marysol Uribe Season 1 Episode 29

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WELCOME

Special Guest: LUIS GALDAMEZ

Luis is a financial analyst who has earned the highest designations in the field such as the CFA, CFP, CIPM, and CMT. Listen to learn about:

- How you can create your own business plan
- How to set up compensation plans
- How to structure a company quarterly meeting
- How to communicate via email with your employees
- How to structure individual and company KPIs
- What you should present a CFA, CFP when reviewing the financial health of your business
- Much more!

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