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2min chapter
The Promise—and Peril—of Working With Family Members | Next Gen
Barron's Advisor
Intro
This chapter explores the journey of a family-run financial advisory firm, specifically the dynamics of a mother-daughter team. They share insights on their client demographic focus, including teachers and small businesses, and discuss their recent strategic transition to a smaller firm.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode