Why Having Collaborative Advisors is Essential - Episode 3
Update: 2025-06-11
Description
This week we're discussing Vincent's business, Valeri & Associates, emphasizing the importance of collaboration and humility in family advisory services. Vincent tells us about his journey, how he works and the need for a network of professionals to best serve families, acknowledging the complexities they face.
Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/
Follow Vincent: https://www.linkedin.com/in/vincentvaleri/
Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge
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