The Promise—and Peril—of Working With Family Members | Next Gen - podcast episode cover

The Promise—and Peril—of Working With Family Members | Next Gen

Jan 30, 202524 min
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Episode description

Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA. Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Promise—and Peril—of Working With Family Members | Next Gen | Barron's Advisor podcast - Listen or read transcript on Metacast