Professional Advisors to Families - Collaboration and Training

Professional Advisors
to Families Collaboration and Training

So many professionals who work with families just love to help them through some of their family challenges. These clients trusted you enough to “let you in” to work with their most prized assets, their family.

You want to continue to serve them in the way they deserve, yet sometimes you feel like the things they are asking you for might be a bit beyond your comfort zone.

It’s only natural to hesitate to tread in areas where you really aren’t trained and you are a bit uncertain that your efforts will lead to progress.

One of the best things such advisors can do is to bring in an independent, objective outside resource like me.

I understand what these client families are up against, and I don’t have any other goal than having the family succeed and making you look good for bringing me in.

I can also work with small groups of advisors on custom training programs to help you deal with a variety of family client situations.

Work With Steve

I love talking to people from the world of enterprising families. I know how hard it can be for people in your position to find someone you can trust to share your stories and challenges with. My first priority to you is to build that trust so that we can then see if it might make sense for us to work together. We probably won’t even start to discuss any of those details until at least our second call. So let’s set up that first call, and explore your family situation and see if we can relate to each other about the challenges you’re facing. Please book a 1-hour call so we can take our time and figure out if we are meant to work together.

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December 13, 2024

Steve’s First Book on Family Business

Shift Your Family Business

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