AN ACCOUNTANT EXPANDING INTO FAMILY OFFICE
This podcast is going to:
Chris Davey is a qualified Accountant, father of his 3-year-old son, Nikita and overall good person. Chris approached me circa one year ago to assist with Family Office coaching and I’m pleased to say, he has his first client with second looking very likely any day.
Chris, hullo, welcome and thank you for your time and agreeing to share your journey into Family Office.
Lessons learnt: Knowing what you know now, what are the things you wish you had learned earlier in your career?
What is the best way for anyone in the audience who wishes to contact you, discuss some Family Office coaching, refer a client?
NEW ADVISOR TO FAMILY OFFICE, HOW HAS IT BEEN?
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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