Business Planning Podcast (Clip 5 of 8) – How trusted Advisors can be a huge Factor in Business Planning

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Business Planning Podcast – With Strategic Capital

Adam D’Acierno takes a short and sweet approach to explaining why having multiple strategic advisors in place for business planning is often times the best answer. Financial advisory services are specialized, and businesses are all different – a bespoke, comprehensive appraoch makes sense more often than not.

Adam D'Acierno

Adam D'Acierno

Founding Partner - Financial Advisor

I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.

Bobby Russell

Bobby Russell

Founding Partner - Financial Advisor

My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.

Chris Hernandez

Chris Hernandez

Founding Partner - Financial Advisor

I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.

Holistic Wealth Management

We are a Fiduciary – your financial well-being is our focal point. We integrate with your needs, and plan holistically so you get risk management built into realistic portfolio management and other important features that can enhance peace of mind and potential. You get more choice, better focus, stronger customer service and access to world class institutional-level resources with Strategic Capital

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 Episode 2 Podcast/audio/video Clip 

Businesses are all different – and specialty advisors can be focused on different parts of the business to improve efficiency and progress

With Adam D’Acierno – Business Planning at Strategic Capital

Adam D’Acierno talks about why Strategic Capital is careful to maintain focus, and help businesses plan for all eventualities through strategic advisor selection


Moderator: I think it’s really important, too, and I want to re-highlight a couple of things that you just talked about. There’s a little bit of repetition when we do these types of things because it’s important that somebody listening can understand you know, really the holistic effort that’s produced here.

Moderator (continued): So, you referred to SHRM earlier – you know, having some affiliation with SHRM in the Texas or Austin area and, The Society of Human Resource Management which is the the de-facto standard when it comes to everything Human Resources. I think it’s important that when people look at some of the affiliations, as well as some of the things like you were talking about with you being certified in different DC plans, and other things. Where you can go and look at it from a compliance perspective, or as an auditor, whether or not you use it on a daily basis in your workflow – it’s not necessarily super important – it’s that you have the knowledge and understanding where to look so that you can look at it proactively instead of after the fact… 

Moderator (continued): But you can also look at it forensically, after the fact, and say: “well, here’s what went wrong, or here’s how we can repair this situation?” Because you know, everybody, these businesses come in all shapes and sizes; in all different conditions, but it’s important to understand just that kind of, or your level of knowledge in all these different areas, including human resource management and understanding – you know, some of the things – some of the legislation, and some of the employee law, and things that come along with… 

Moderator (continued): Just in general, with the human capital aspect of businesses, because like you said, some businesses come in, and it’s just (a) husband and wife team, or it’s just a single individual solopreneur type, and there are certain planning tools available. And, then you have, you know (a) 200, 300, 400, 500 employee companies that would be looking to you guys as well, having that knowledge. Not that you’re going to do all the tax planning and not that you’re going to do all the legal planning, or you know, worry about some of those legal implementations, but that you guys will know where to start. So, if somebody doesn’t – they can at least be introduced to the concepts, and say: “You know what? Now it’s time to get my CPA, who I already work with, involved.” Or: “Now it’s time for me to get a recommendation on a…” 

Adam D’Acierno (Business Planning – Strategic Capital): Exactly. Exactly. And if I may interrupt – that’s exactly what we’re trained to do. We’re not trained to be the expert in everything so that we can implement solutions. We’re trained to be able to keep our ears turned on, so that when we hear those areas where we know that we need to bring in… or we know that there is help needed… that’s where we’re able to go in, and bring in the experts. So, we’re not supposed to be experts in everything, but we’re supposed to know which experts to bring in, to make plans more efficient, and fill in gaps.