Podcast
Path to Abundant Living
Welcome to Path to Abundant Living, where we address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success.
Listen as Scott Morrison and Matt Nordmann, Managing Partners of Morrison, Nordmann & Associates, tap into their wealth of financial experience and address various strategies and services they utilize for their clients.
So sit back, relax, and enjoy intriguing financial conversations that place you on path to abundant living and help you navigate the rest of your life.
The Importance of Having a Family Brand
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:
August 27
March 13
February 12
December 11
October 24
September 12
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