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Worlds to Conquer - Family Offices Q&A
Manage episode 351004178 series 2482489
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
649 επεισόδια
Manage episode 351004178 series 2482489
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
649 επεισόδια
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