Episode 23: Homemade Volcanoes, Zoom Calls, and Snap Filters: Managing Work-Life Integration in Today's Environment
One of the most obvious impacts of COVID-19 has been the need to integrate professional and family life in a much closer way. With many schools beginning the academic year remotely, working parents are called upon to balance many new roles and responsibilities. A silver lining in the pandemic is that families have had the opportunity to spend more time with each other than ever before. In this episode of the podcast, I am joined by three parents, all who share their authentic journeys around navigating the new normal. We have some laughs and some tears and some really great stories.
Guests:
Alex Hansen, Senior Vice President, Chief Compliance Officer, Dynasty Financial Partners
Jill Russo, Vice President, Compliance, Dynasty Financial Partners
Alyssa Kamangar, Associate, Finance, Dynasty Financial Partners
Independence Playbook Part 7: A Credible M&A Strategy
Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Independence Playbook Part 5: Move Beyond Antiquated Technology
Independence Playbook Part 4: Best Practices for Operations
Independence Playbook Part 3: Marketing YOUR New Brand
Independence Playbook Part 2: The New Transition Checklist
Independence Playbook Part 1: All Things Due Diligence
The Future of Wealth Management
How Great Leaders Combine Data and Instinct to Produce Results
Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison
How to Find and Keep the Best Talent within Your Organization
Inside the Deal Part 4: Integration
Inside the Deal Part 3: Closing
Inside the Deal Part 2: Execution
Inside the Deal Part 1: Deal Readiness
Improving Your Communication as a Leader
Trends in the Off-Shore Advisory Space
Hungry, Humble, Smart
What it means to be a "Schwabie" - Examining the Powerful Culture of Charles Schwab through the Stories of its People
Making the Uncomfortable, Comfortable: How to Discuss the Meaning of Wealth as a Financial Advisor
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