Getting More Value out of Your Advisor Relationships, with Marc Rosen


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Fully Invested, Western Reserve Partners Podcast

Getting More Value out of Your Advisor Relationships, with Marc Rosen

hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice

Getting More Value out of Your Advisor Relationships, with Marc Rosen

Every smart business owner knows there will be a transition at some point in their business. You’ll be more likely to sail through the inevitable transition when you take an active role in accessing the collective experience and wisdom of your advisors.

We are joined this week by Marc Rosen, Co-Founder of the Client Experience Institute and Founder of the Vector Group. As a former company President, COO and senior leader with more than 20 years in diverse industry sectors, Marc is passionate about sharing his experiences and providing guidance to entrepreneurs, executives and emerging leaders looking to create a brighter future.

Key questions in this episode:

  • How can business owners begin to plan for a future transition by utilizing the people around them?
  • What are some of the common problems that business owners face when dealing with advisors?
  • How useful is an advisory board to a business owner?
  • What are some examples of successful transition planning?
  • What types of questions should owners be asking of their advisors (at 19:36)?

Key points in this episode:

  • The value of human capital development.
  • Determining the true value of advisory recommendations.
  • How business owners can recognize the kind of advisory team they need to build (at 11:02).
  • Marc’s ABCs.
  • The long-term benefits from properly using your advisors.

Resources mentioned in this podcast

Listen to Fully Invested below:

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