Podknife - Worlds to Conquer - Family Offices Q&A by The Perfect RIA

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Worlds to Conquer - Family Offices Q&A

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Dec 29, 2022
Episode Duration |: 00:40:44

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

http://bit.ly/3FTyWh2

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