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June 17th, 2024

How to Choose the Right Franchise with Jon Ostenson

  1. How to Choose the Right Franchise with Jon Ostenson Wiser Wealth Management 34:17

Unlock the secrets to successful franchising with our special guest, Jon Ostenson, CEO of FranBridge Consulting and former president of Shelf Genie. Jon joins Casey Smith on the episode and shares his journey from the corporate world to franchising. He reveals the untapped potential of non-food franchises, which often boast lower startup costs and higher profit margins. They delve into the appeal of semi-passive franchise models and why aligning your personal interests with your business endeavors is crucial for long-term success.

Related Podcast Episodes:
– Ep 176: Tips to Grow and Scale Your Small Business
– Ep 138: Making Your Business Less Dependent on You

Related YouTube Videos:
– How to Reduce Taxable Income as a Business Owner

Related Blog Posts:
– What should succession planning for a small business include?

Other Links:
– Connect with Jon Ostenson or FranBridge Consulting

Learn More about Wiser Wealth Management:
– Our website
– Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.
– Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!

Connect With Wiser Wealth Management:
– YouTube Channel
– Facebook
– LinkedIn
– Instagram
– Twitter
– Casey Smith's Twitter
– Podcast
– Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Casey Smith President, Wiser Wealth Management

Casey T. Smith, President of Wiser Wealth Management, started the company in 2001. Prior to starting Wiser Wealth Management, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage commissions agenda. After seeing many financial advisors and companies acting in their own interest and not thinking about what is right for the client, he decided to create his own firm focused on what is best for the client. In June 2001, Casey became a Registered Investment Advisor and formed a fee-only financial services firm, which later became Wiser Wealth Management, Inc.

For more than 20 years, Casey has grown Wiser Wealth into a firm that is centered around client service and retention. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to financial planning and investing, Casey positioned Wiser Wealth to offer a seamless process through our network of professionals for insurance needs, tax planning and strategies, and estate planning and business legal services.

Casey earned a Bachelor of Science degree in Finance from Berry College in Rome, GA. He serves on the board of the Berry College Campbell School of Business Executive Advisory Committee and Berry College Board of Visitors.

Casey is married to his high school sweetheart Angela and they have three children. Casey is also a retired airline Captain and still enjoys flying and playing golf in his spare time.

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