Are you stacking a few Benjamins?

Joe Saul Sehy is the host of Stacking Benjamins, a personal finance podcast. Sehy’s journey was unusual: he started as a financial advisor, building a firm with $65MM in assets under management until he received a letter prompting him to sell.

Sehy’s journey to becoming a podcasting sensation was a little unusual: he started as a financial advisor, building a firm with $65 million in assets under management. Then, on his 40^th birthday, Sehy received a letter from a friend which was the trigger that made him want to sell his business. His friend’s letter became a catalyst for him to switch careers and become a professional podcaster. In this episode of Built to Sell Radio, Sehy describes the sale of his financial planning practice and you’ll learn:

• How to use employee systems to “you-proof” your business.
• How to hire people inclined to follow systems (rather than renegades who want to re-invent your business).
• How to sell a franchise.
• The one thing Sehy wished he had done, which he estimates could have boosted the value of his business by 15–25%.
• What to do with your money after you sell your business.
• Why the 4% rule of investing may be too conservative for most entrepreneurs.

Joe Saul Sehy was hit hard by the letter he received from his friend which encouraged him to climb mountains worth climbing. In Sehy’s case, he liked managing other people’s money but he didn’t love it. Through working with a business coach, Sehy realized his true passion was teaching, which led him on the journey to begin Stacking Benjamins. Figuring out your true passion is something we do in Module 12 of The Value Builder System using an exercise called The Envelope Test. If you’re curious about working with us, you can get started now by getting your Value Builder Score.

Check out our full M&A Glossary

About Our Guest

Joe Saul Sehy is the co-host of the award-winning Stacking Benjamins podcast, a light, magazine-style show about personal finance. The show has been profiled in both FastCompany and Inc. for its innovative and fresh approach to what many think of as a boring and dry topic. Before Stacking Benjamins Sehy owned a financial planning practice under the Ameriprise umbrella, serving 200 families and managing $65 million dollars. He also was a media representative for American Express and Ameriprise, speaking on financial topics to most all of the major news outlets.