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The Importance of Having a Family Brand with Melissa Smith

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Manage episode 436512659 series 2930316
Content provided by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 436512659 series 2930316
Content provided by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

41 episodes

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