When you hear that an advisor works for their parent, does that immediately conjure an idea that the advisor doesn’t necessarily deserve to be in their role, as if something was just given to them? What if, instead, it actually meant that advisors needed to work twice as hard to prove their worth? In today’s episode, Jamie kicks off a four-part series on working in a family office and why having really good expectations, creating business plans for transitions, and always asking, ‘is this your best?’ will set you and your team up for success.
Keep calm (stick to the process) and schedule on.
See MoreBuilding trust through personal stories.
See MoreMatthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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