Podcast Episode 41.3

Family Business Series: Understanding Problems Requires Vulnerability

Episode 41.3 | 5 min
With Guest:
  • Mark Pletts, Founder of Waypoint Capital Advisors

Mark Pletts joins Jamie Duininck to discuss the importance of fully understanding financial problems before committing to a solution. It starts with the willingness to be vulnerable and open with your financial advisor in order to get the best outcome for you, your family, or your business.

Listen Now