AN ACCOUNTANT EXPANDING INTO FAMILY OFFICEThis podcast is going to:Get insights from a qualified accountant about why explore Family OfficeThe pathway from employee at Sunshine Coast to multi-family office in BrisbaneLeanings to date of s

NEW ADVISOR TO FAMILY OFFICE, HOW HAS IT BEEN?

Jun 10th, 2022 50m 49s

NEW ADVISOR TO FAMILY OFFICE, HOW HAS IT BEEN?Cody Harmon, Cruz Family Office walks us though his pathway to being a Family Office adviser.He shares the nuggets about what he has learnt to date along with the good, bad and the ugly.We both h

HOW SUCCESSFUL IS YOUR CLIENT RETENTION?

Oct 8th, 2021 12m 20s

HOW SUCCESSFUL IS YOUR CLIENT RETENTION?This podcast is going to:Challenge your honesty to yourselfExplain:why clients leavewhat you can do to eliminate losing clientshow to have client engagement that will lead to referralsGive direct

WHAT IS IT LIKE FOR AN ACCOUNTANT WORKING WITH MULTI FAMILY OFFICE?

Jul 15th, 2021 29m 29s

WHAT IS IT LIKE FOR AN ACCOUNTANT WORKING WITH MULTI FAMILY OFFICE?The difference in experience for a qualified accountant in the day-to-day dealings with clients to that of dealing with a Family Office.If you’re a qualified accountant, shoul

WHAT ARE THE ATTRIBUTES OF A FAMILY OFFICE CLIENT?

Apr 8th, 2021 13m 10s

WHAT ARE THE ATTRIBUTES OF A FAMILY OFFICE CLIENT?What traits you need to look for when deciding on the suitability of a Family Office client for your business.At Generational, we identify the following attributes or we don’t proceed with the

A FINANCIAL PLANNER'S FIRST FAMILY OFFICE EXPERIENCE

Jan 22nd, 2021 22m 28s

A FINANCIAL PLANNER'S FIRST FAMILY OFFICE EXPERIENCECo-host is Nat Daley, Financial Adviser & Managing Partner at Hard-Line Wealth (Coolangatta, Queensland). Nat is a gentleman, a father to young Lenny Jean, husband, and someone I respect. He

WHY ADD FAMILY OFFICE TO YOUR SERVICE OFFERING?

Oct 12th, 2020 5m 58s

WHY ADD FAMILY OFFICE TO YOUR SERVICE OFFERING?What levers do you currently have, or use, to stop the loss of your key clients?Here are the only two that I observe financial planners use:1) Lower the price?2) Stager services, conversations

HOW MANY HOURS P.A FOR HOW MUCH INCOME?

Aug 20th, 2020 8m 12s

HOW MANY HOURS P.A FOR HOW MUCH INCOME?When it comes to pricing, is it a fixed price per annum and then adjust the hours to suit the price OR is it the hours and then establish the price (like and Accountant | Lawyer)?36 is the number of hour

WHAT MULTIPLE OF REVENUE DOES A FAMILY OFFICE SELL FOR?

Aug 11th, 2020 12m 27s

WHAT MULTIPLE OF REVENUE DOES A FAMILY OFFICE SELL FOR?If you’re a Financial Planner, Accountant or Mortgage Broker and interested in having a business that has a saleable revenue of 9 to 12 times or EBIT of 5 to 6 times, Family Office is the

HOW LONG DOES IT TAKE TO SET UP A FAMILY OFFICE?

Jul 30th, 2020 8m 8s

HOW LONG DOES IT TAKE TO SET UP A FAMILY OFFICE?Can I do this on my own?What's involved?How do you bill?How long until I can make money?In my case, it took 3 years:from the idea of becoming a business that would service Family Office cli

Rate