『Why Having Collaborative Advisors is Essential - Episode 3』のカバーアート

Why Having Collaborative Advisors is Essential - Episode 3

Why Having Collaborative Advisors is Essential - Episode 3

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This week we're discussing Vincent's business, Valeri & Associates, emphasizing the importance of collaboration and humility in family advisory services. Vincent tells us about his journey, how he works and the need for a network of professionals to best serve families, acknowledging the complexities they face.


Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/

Follow Vincent: https://www.linkedin.com/in/vincentvaleri/

Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge

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