A strong team is the backbone of a business. Without cohesive teamwork, a business cannot and will not be successful.
In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss the importance of “aligning your tribe”: working with your family and partners to accomplish the shared goal of building and managing wealth.
In this episode, you will learn:
- Why the Copper Beech team sometimes acts as family counselors and psychologists as well as financial advisors
- The importance of determining a designated individual who will take on the financial responsibility with each new generation
- Which processes Copper Beech uses to build relationships with other advisors who are working with the same family
- And more!
Check out this episode of The Truth About Wealth Podcast to learn the importance of building a strong team to achieve your goals!
Resources: Copper Beech Financial Group