On week three of our series of working in a family firm, Jamie is joined by her son Lane Wild as he shares what it’s like to be the grandchild of the founder of a financial advisory practice and the impact it’s had on his life. Jamie and Lane will share their experience in homeschooling, their difficult discussion surrounding Lane’s choice and decision on college, as well as why it’s important to help guide others to their path in life.
You never want to represent yourself
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How technology can increase your productivity and the value you deliver to clients.
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It’s a fear more than an actuality
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