Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

For many families, the wealth-building process is one that crosses several generations. It’s just not always easy to keep everyone on the same page. However, the benefits of building on family values and past lessons is a huge advantage that family businesses can tap into. Jamie Townsend is an advisor who recently completed his designation in the Family Enterprise Advisor (FEA) program, which focuses on helping families manage their greatest asset through continuity. Jamie works with business owners and professionals to help simplify their financial lives. He was recently recognized by Wealth Professional Magazine for his work as a Top 50 Advisor in Canada. Listen in to hear what Jamie has to say about the challenges that family businesses face, the best ways to help, and the part of financial advising where shortcuts just won’t cut it.  What You’ll Learn in This Episode:  Why Jamie got the FEA designation and how it has served him (2:35) What it’s like being in business wit