Worlds to Conquer – Family Offices Q&A
In the fourth and final episode on family offices, Jamie wraps up by sharing questions from advisors on how to handle transitions within a multigenerational practice. Jamie will provide her experience and thoughts on who should attend client meetings, agreements on commission and revenue, how to inform clients, and whether a coach is helpful. If you missed Jamie’s prior episodes on this topic, be sure to listen to them here:
Worlds To Conquer – Family Offices
Words To Conquer – Family Offices: An Interview With Floyd Shilanski
Worlds To Conquer – Growing Up In A Family Office With Lane Wild
Recommended Podcast
What Works Wednesday – Pushing Your Comfort Zone With Bryan Garris
Why you need to get uncomfortable to take your practice to the next level.
See More
Best Communication Tips – You CAN Teach An Old Dog New Tricks [Episode 190]
Using technology to improve the client experience.
See More
Follow Up Friday – What If You HAD To Double Your Productivity?!?
Stop wishing for more time and make small changes for a big impact on your productivity.
See More