Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
Growth in 20 21?
01:54 • 2min
How Do You Build Client Referrals?
04:01 • 3min
Allocation Is the Icing on the Cake, Right?
07:23 • 2min
Is There Any Alternative to the Railcars?
09:31 • 2min
What Are the Challenges in Serving International Clients?
11:32 • 3min
Porto Rico
14:26 • 3min
How Much Advice Do You Offer?
17:16 • 3min
What's the Best Example of a Family Office Service?
19:48 • 2min
Getting a Full Team Back in the Office
21:50 • 2min
What's the Word I'm Looking For?
23:47 • 3min