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FEA – Community Call: Multi-Disciplinary Advising: Does it really work?
October 15, 2020 @ 1:00 pm - 2:00 pm EDT
As FEAs we learn about Multi-Disciplinary Advising for the first time during the FEA Program. However, even with the opportunity to put this concept to work in true collaboration during the project, many advisors struggle. This struggle seems to continue after advisors have gained the FEA designation and continue to work with their family enterprise clients. There are a number of reasons why MDA is a challenge. We will explore some of these reasons together as we ask ourselves and each other - does this way of working with family clients really work?
Join FEAs Jeff Noble and Julia Chung in this open, facilitated discussion and conversation.
Preparation: Please read this article prior to the call: FORUM-Multidisciplinary-Advising
Thursday, October 15, 2020
1:00 PM - 2:00 PM EDT
2:00 PM - 3:00 PM ADT/ 12:00 PM - 1:00 PM CDT/ 11:00 AM -12:00 PM MDT/ 10:00 AM - 11:00 AM PDT
Online via Zoom. A Zoom meeting link will be emailed to registrants prior to the event.
A short evaluation will be sent out after each call that will include a request for topics of interest to FEAs and a call for FEAs wishing to host.
Who Can Attend
This call is for FEAs by FEAs.
FEAs who attend this event will receive 1 continuing education credit toward their FEA designation annual requirement.
Jeff Noble CMC, FEA
Director, Business and Wealth Transition, Private Client Services
Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience, he helps family enterprises, select private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support.
Over the past 20 years, Jeff has applied his knowledge and experience to help private company owners and their families adapt a truly holistic approach to planning for the future. He has become renowned for his expertise in business strategy, value enhancement, successor development, management & leadership transition and governance.
Julia Chung, CFP(R), CLU, FEA, TEP
CEO, Spring Plans & Admin Slayer
Julia Chung is currently CEO of Spring Plans, an advice-only financial planning firm, and Admin Slayer, a virtual assistant company. Julia grew up inside an entrepreneurial and academic family with interests around the world. She began her career in financial services in 1997, and started her own entrepreneurial journey just a few years later.
After a few decades of working with individuals, families, and businesses, providing increasingly complex advisory services, Julia gained her FEA designation in 2013