
You’ll hear from:
Adam Blumberg, CLU, CFP
Matthew Joseph Murphy, EPC
Ana Sofia Rodriguez, MBA
Episode breakdown:
0:28 – The extra layer of feelings with family
0:54 – Showing non-related staff there are still opportunities for growth
1:56 – What it was like to be a non-family member in a family business
3:43 – Envisioning when parents/mentors/colleagues retire
6:10 – The structural lessons provided by family companies
8:11 – Making non-related partners collaborate like family