Innovation Mavericks: Andy J. McFetridge, Head of Strategic Relationships and Investment Specialists, John Hancock Investment Management
Investors' Insights and Market Updates
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Show Notes
In this episode, Greg Powell sits down with Andy McFetridge to explore the journey of business owners navigating their visions for the future—whether selling or passing on their legacy. They discuss the current landscape of the privately held business market in the U.S., the unique challenges owners face today, and the four “intangible capitals” that drive true business value.
Tune in for valuable insights and strategies to help you prepare for a successful transition!
You can also listen to this bonus episode on our Investors’ Insights and Market Update podcast.
What is a Maverick? Mavericks are free-thinking people who refuse to conform to society’s standards and are driven to change the world. Mavericks are intelligent, inventive, imaginative, and genius, independent. Individualistic idealist idea machines, original uninhibited visionaries, icons, intentional and inspirational.
What special power is possessed by Maverick? The power of innovation. Innovation is doing what hasn’t been done before. New ideas, methods, solutions, systems, products, and tools at the heart of every Maverick is the power of innovation. So, let’s tap into the mind of an innovator!
Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
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