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Guest Speaker: Josh Patrick, Founder, Stage 2 Planning Partners and PPI Dean of Sustainable Business Enterprises

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Whether it’s a family business or single person privately held business, generations have personalities and traits that you ignore at your peril. We’re going to explore the personality traits Josh Patrick has observed in his own life as well as those of clients over the past forty years.

We’ll be exploring the differences in first and second generation business owners, what you need to know about them and how to work effectively with each generation. We will also delve into the opportunities and challenges of each.

Introduction to Our Guest Speakers

Josh Patrick

Josh Patrick has been fascinated with entrepreneurs since he was 12 years old. He is a serial entrepreneur himself and has helped hundreds of business owners find hidden value in their business. He has a strong belief that advisors need to treat business owners like the experts they are and find ways to first collaborate with clients. He finds that helping business owners discover their hidden talents is a first step towards creating extreme value in private businesses.

He is presently starting his newest venture The Stage 2 Solution which will focus exclusively on helping Registered Investment Advisory firms with over $2MM in revenue create sustainable businesses that can last for several generations.

You can reach Josh at jpatrick@stage2solution.com.

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