Jesse Giordano is a financial advisor and leads The 360 Group at Morgan Stanley in Great Neck, NY. Jesse and his team provide specialized wealth management services to owners of privately held companies who are looking to exit their business over the next 2-10 years.
Some of the services he and his team provide include helping the owner get their business ready for sale, navigating the many exit strategies available to determine which is most appropriate, facilitating the exit process, and implementing an income replacement strategy once the business is sold.
Jesse has been working with business owners over the last 10 years. He is a CERTIFIED FINANCIAL PLANNER™ and received his MBA from Pace University in 2003. He is also a family wealth director and senior vice president at Morgan Stanley.
In this interview, Jesse discusses the need for agency owners to start succession planning now, and tips and considerations on how to get started.Read More
The old adage time is money never rings truer than in an agency. You can set pricing intelligently, diversify revenue streams and attract business by filling in-demand marketing needs. But, as a service business, your time and talent are directly tied to profitability.
Boost your personal productivity, and watch your agency reap the benefits, with these seven tips.Read More