Put on your family planning thinking caps because you’re about to meet Joe Strazzeri, a tax attorney and entrepreneur who’s helped countless families navigate wealth, legacy, and the power of real family dynamics. From building and selling businesses to mastering multidisciplinary teams, Joe Strazzeri brings a fresh perspective to what it really means to lead, mentor, and raise the next generation—without losing sight of the lessons learned along the way. 🌟 In this episode, Joe Strazzer...
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Put on your family planning thinking caps because you’re about to meet Joe Strazzeri, a tax attorney and entrepreneur who’s helped countless families navigate wealth, legacy, and the power of real family dynamics. From building and selling businesses to mastering multidisciplinary teams, Joe Strazzeri brings a fresh perspective to what it really means to lead, mentor, and raise the next generation—without losing sight of the lessons learned along the way. 🌟 In this episode, Joe Strazzer...
Leadership, Delegation, & Time: Preparing Your Financial Advisory Business for the Next Gen with Daralee Barbera
Pathways with Amber Stitt
18 minutes
3 weeks ago
Leadership, Delegation, & Time: Preparing Your Financial Advisory Business for the Next Gen with Daralee Barbera
Introducing Daralee Barbera, a trailblazing leader in financial services, who’s on a mission to elevate the profession through collaboration, personal development, and inclusion. 🌟 Recorded live at the NAIFA e3 conference, Daralee Barbera and host Amber Stitt dive into practical leadership strategies, building community, and the power of letting go to grow. In this episode, you’ll get her take on succession planning, executive coaching, time management, task delegation, and why the “3 C’s” (C...
Pathways with Amber Stitt
Put on your family planning thinking caps because you’re about to meet Joe Strazzeri, a tax attorney and entrepreneur who’s helped countless families navigate wealth, legacy, and the power of real family dynamics. From building and selling businesses to mastering multidisciplinary teams, Joe Strazzeri brings a fresh perspective to what it really means to lead, mentor, and raise the next generation—without losing sight of the lessons learned along the way. 🌟 In this episode, Joe Strazzer...
