NEW ADVISOR TO FAMILY OFFICE, HOW HAS IT BEEN?
Cody Harmon, Cruz Family Office walks us though his pathway to being a Family Office adviser.
He shares the nuggets about what he has learnt to date along with the good, bad and the ugly.
We both hear and feel the light-bulb moment where he made the decision to move to Family Office from Financial Planning.
Cody provides his counsel to anyone listening if they are pondering whether or not to put their toe in the water and explore Family Office.
What would he have done differently on his journey?
AN ACCOUNTANT EXPANDING INTO FAMILY OFFICE
HOW SUCCESSFUL IS YOUR CLIENT RETENTION?
WHAT IS IT LIKE FOR AN ACCOUNTANT WORKING WITH MULTI FAMILY OFFICE?
WHAT ARE THE ATTRIBUTES OF A FAMILY OFFICE CLIENT?
A FINANCIAL PLANNER'S FIRST FAMILY OFFICE EXPERIENCE
WHY ADD FAMILY OFFICE TO YOUR SERVICE OFFERING?
HOW MANY HOURS P.A FOR HOW MUCH INCOME?
WHAT MULTIPLE OF REVENUE DOES A FAMILY OFFICE SELL FOR?
HOW LONG DOES IT TAKE TO SET UP A FAMILY OFFICE?
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