Monthly Archives: January 2021

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Episode 25 – Planning for Your Business and Family Future

When operating a business, do you know when it’s time to start succession planning? How do you know that everyone in your family is being taken care of properly?

Today, Matt DiFrancesco is joined with Jim & Molly Creenan as they discuss the topic of what happens when it comes time to plan for the legacy of your business. The husband and wife duo speak about what they do for their clients at Creenan & Baczkowski when it comes time to plan for the future. 

In this episode, you will learn:

  • The story of Jim and Molly joining together in practice 
  • How to ensure that everyone in your family is taken care of  
  • Who the ideal clients of Creenan & Baczkowski are  
  • Creenan & Baczkowski’s 365 Counsel Plan  
  • And more!

Tune in to discover when you should take your first step toward succession planning and what you can expect when taking that first step! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Creenan & Baczkoeski | Jim Creenan | Molly Creenan | 365Counsel 

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Episode 24 – Starting 2021 Right Without ‘Head Trash’

The New Year is a time when most people evaluate their lives and look to make changes. If you were asked if you would like to grow your business by 25 to 50% this year, what would your answer be? Now, what if you were asked how you were going to do that?  If you are unsure, do not worry! 

Today, Matt DiFrancesco discusses a topic that he loves speaking about with his clients, to help them get on the right path to reach their goals for the year. In this episode Matt speaks about how you can change your mindset so the resolutions you make in January last all year long! 

In this episode, we discuss and review:

  • Beliefs: what are the truths in your life, and asking the right questions to determine them
  • Values: managing positive and negative emotions, and the triggers that bring them on
  • Self Image: what do you see vs. what do you want to see
  • Internal Dialogue: the conversations in our heads 
  • And more!

Tune in to understand what the different aspects of mindset are and how understanding them can help you achieve your goals for 2021.

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco