Episode 52

full
Published on:

30th Jul 2024

Legacy Talks: How Family and Business Correlate

Today we are joined by Melissa Smith, CEO and founder of Family Brand Podcast. Melissa works with parent's on how to transform their family cultures, create relationships that last, and intentionally grow their families together. How does the family correlate with business success?

This and more on today's episode of "Advance Your Wealth."

Chapters:

0:00 - Introduction and overview on the topic of the day

2:12 - What is a Family Brand?

3:30 - Family Doesn't Happen By Default.

5:50 - How Melissa Works With Family.

8:40 - The Idea of And.

13:15 - Family Brand Across Time.

15:10 - Melissa's Personal Examples In The Process

17:30 - Empty Nester's Experience with Family Branding

20:40 - How to Connect with Melissa Smith

21:45 - Closing remarks

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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.