• The Importance of Having a Family Brand with Melissa Smith

  • Aug 27 2024
  • Length: 49 mins
  • Podcast

The Importance of Having a Family Brand with Melissa Smith

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  • Summary

  • Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    Join Matt and Scott as they chat with Melissa Smith, founder of Family Brand. Learn how to transform family cultures and create relationships that last and grow together. Learn how the to harness values and ingrain them in your family for generations to come.

    This and more on this episode of Path to Abundant Living.

    Enjoy!

    Chapters:

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

    1:40 - The Butterfly Effect of a Family Brand

    4:00 - Melissa's Story

    9:30 - Grown Children and Legacy

    15:00 - How to Prioritize Family and Successful Traits

    20:30 - Smiths Are Adventurous

    24:00 - Family Brand Wall

    29:40 - Creating Buy-In

    35:30 - Scott's Experience with At-Risk Youth

    37:10 - Why Estate Transitions can Fail

    42:00 - Matt and Scott's Takeaways

    47:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

    47:45 - Closing remarks

    Connect with Scott Morrison and Matt Nordmann:

    Website

    LinkedIn

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Management Economics Personal Finance
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