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EPISODE 26: Collaborating for Success
February 28, 2023
Lori Coonen
EPISODE 26: Collaborating for Success
Lori Coonen
February 28, 2023

EPISODE 26: Collaborating for Success

Lori Coonen
February 28, 2023

In this episode: Rod Zeeb and Ryan Zeeb of Genacy, talk about building a collaborative team and using collaboration to provide services your clients want and/or need that you do not provide and to build a multi-family office practice.

Length: 33 minutes

Newer PostEPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)
Older PostEPISODE 25: How Both the Planning Disciplines and Our Training Have Evolved in the Past 20 Years Leading to Wealth 3.0
 

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