Why Having Collaborative Advisors is Essential - Episode 3
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Why Having Collaborative Advisors is Essential - Episode 3
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About this listen
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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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.