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.

Recommended Podcast

Prospect Process, Forcing Mechanisms, and Unlimited Access

Sticking with a prospect process that works.

See More

How You Can Offer Unlimited Access

Setting expectations with your clients on unlimited access within your company.

See More

Unique Forcing Mechanisms with Guest Dave Zaegel

Creating forcing mechanisms to help you stop playing office.

See More

Contact Us