In this episode, Angelo speaks with Stephen McCarthy, the Executive Producer at Quixotic Endeavors. Stephen shares diversified professional experience in both the financial services and foundation management sectors. Before establishing the family-run entity in the mid-1990s, for almost a twenty-year period, he held senior executive positions in the strategic planning, credit/risk management, business consulting, capital markets and retail brokerage arenas at PaineWebber, Security Pacific, Deloitte, Citibank, and Bache respectively.How are you approaching the wealth management discussion with your advisors, your families? What… Click To Tweet
- What is Shaking the Tree?
- How is it helping advisors, families, and other influences discuss difficult topics?
- How Shaking the Tree takes a topic and transforms into a production that opens lines of communication.
- The types of organizations that utilize the services offered by Shaking the Tree.