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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

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  2. Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim

Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim

Oct 24, 2025

Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul
Brahim


In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special
guest Paul Brahim, Managing Director and Financial Advisor at Wealth Enhancement in
Pittsburgh. Paul, a CFP® and CEPA®, shares decades of experience guiding CEOs and business
owners through retirement planning, succession strategies, and financial wellness. We dive into
the critical topics of “Title” protection for financial planners and why legal and regulatory
standards matter for the profession.
Next up is an engaging conversation about “Exit Planning” for business owners, including how
to unlock wealth, create liquidity, and align business decisions with personal goals.


#FinancialPlanning #ExitPlanning #BusinessOwners #SuccessionPlanning #CFP #CEPA
#WealthManagement #RetirementPlanning #FinancialAdvisor #Podcast #chrisBoyd #jeffperry
#paulbrahim #wealthenhancement


For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr