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Andy Brincefield - Family Business Transfer Challenges
On this episode of Tales from the Trenches, Andy Brincefield discusses the role of the financial advisor during the Exit Planning Process, challenges that arise in family-business transfers, and the benefits a business owner gains when working with a financial planner.
Andy joined Consolidated Planning in 2005, after several years of leadership success in the financial planning and technology industries. With the help of a great leadership team and support structure at CP, Andy splits his time between expanding the firm to fulfill its mission, and serving as a hands-on financial advisor to many individual clients throughout North and South Carolina. Andy believes that time spent in the trenches with clients, solving real world problems, keeps his skills sharp as an advisor while keeping the direction of the firm on point - especially important in today's ever changing world.
Spend enough time around Andy and you'll understand that he is passionate about making a difference in the lives of others. Whether providing guidance to the firm's clients to help them realize their financial futures, or providing leadership to the firm's financial advisors to best help their clients - his passion is to make a significant impact in the lives of his clients, associates, and fellow advisors.
Andy is proud to champion and deliver the Consolidated Planning Process - a process by which a client's world can become fully organized, protected, and focused. The firm's clients experience a unique planning process that builds confidence and clarity for their future. The firm's advisors experience a unique way to grow their planning practice increasing their future possibilities. A native Charlottean, Andy and his wife Dana live in South Charlotte with their three wonderful daughters: Abby, Emma, and Kaitlyn.