About this episode

The episode discusses the importance of coordinated financial advisory services for business owners and the advantages of the Virtual Family Office model.

Most business owners assume their advisory team is working for them. A CPA here, a financial advisor there, an attorney on retainer. What they don't realize is that those advisors are working in parallel, not together. No one is seeing the full picture. No one is coordinating. And the business owner, without ever signing up for it, becomes the quarterback of their own financial life on top of running their company. That's what the Virtual Family Office Advantage exists to solve. And according...

People in this episode

Hosts: Paul G. McManus, Gabe McManus

Guest: Dale Montgomery

Topics covered

• Virtual Family Office
• business advisory
• financial coordination
• business owners
• financial planning

Keywords

• Virtual Family Office
• business owners
• financial advisors
• CPA
• financial planning
• advisory team
• coordination

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