• Finding an Advisor Who Will Help Your Family Thrive for Generations

  • Apr 24 2024
  • Length: 42 mins
  • Podcast
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Finding an Advisor Who Will Help Your Family Thrive for Generations

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  • Summary

  • In this episode, Kathy Lintz and Ned Rollhaus demonstrate the importance of selecting the right advisor to ensure a family's long-term prosperity. They highlight key considerations including firm culture, the quality of people, alignment of interests, scope of services, fee structure, and matching the family's profile with the advisor's expertise — all in a helpful checklist.
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