The Gift of Collaboration

Welcome to this special bonus episode of the show. This follows an incredible week spent in the US with Jamie and Maureen Kelley from Bank of Oklahoma, or BOK Financial. Jamie and I attended and spoke at the brilliant Purposeful Planning Institute Rendezvous conference in Denver and then spent some time with Maureen and her team along with some clients. We wanted to share with you this experience and the benefits that can come from collaboration amongst professionals. As we embrace the age of Wealth 3.0 it is more important than ever to focus on the human connections with our clients. We mention in this show an episode recorded with Dr Jim Grubman, Dr Dennis Jaffe and Kristin Keffeler on the topic of Wealth 3.0. That episode can be found here: https://fambizpodcast.com/wealth/ You can contact Maureen via email at: [email protected] and you can get in touch with Jamie or I at [email protected] Quest for Legitimacy: How Children of Prominent Families Discover Their Unique Place in the World is available to buy on Amazon and Barnes and Noble. It will also be available in book stores. You can follow these links to order the book: Amazon USA Amazon UK Barnes and Noble If you would like to speak to us about a bulk order for your family, your clients or team members please email us: [email protected]  Support the ShowThe podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing. www.fambizpodcast.com/support Work With Russ If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: [email protected] or head over to www.familybusinesspartnership.com Sign up to the Newsletter You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now