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The Promise—and Peril—of Working With Family Members | Next Gen

The Promise—and Peril—of Working With Family Members | Next Gen

Released Thursday, 30th January 2025
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The Promise—and Peril—of Working With Family Members | Next Gen

The Promise—and Peril—of Working With Family Members | Next Gen

The Promise—and Peril—of Working With Family Members | Next Gen

The Promise—and Peril—of Working With Family Members | Next Gen

Thursday, 30th January 2025
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Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.

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Barron's Advisor

3
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

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