Assembling Your Team
September 27, 2013
Hosted by Brian Farr and Ann Hutchins
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Guest Information
Episode Description
Does the choice of financial advisors make your head spin? How do you think about assembling a team to support your financial decisions - a team that “has your back”? Join us in a conversation with Richard C. Wilson, Founder and CEO of The Family Offices Group as we talk about what to think about when you are choosing advisors. Richard works to educate wealthy families and family office professionals in the responsibilities of wealth, and to connect them to resources that will support effective and efficient management, investing and capital raising efforts. He is a tireless connector - through conferences around the world, speeches and social media, he works to demystify and improve the multigenerational view of wealth in families. Richard has a Bachelors of Business Administration from Oregon State University, an M.B.A. in Marketing from the University of Portland, and he has completed masters level research and coursework on the psychology of influence at Harvard University within their ALM department. Richard is author of The Hedge Fund Book: A Training Manual for Professionals & Capital-Raising Executives and The Family Office Book: Investing Capital for the Ultra-Affluent (Wiley Finance Series).
Money in Your Life
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The goal of Money in Your Life is to give you the insight and motivation to be more effective and successful with all aspects of your personal finance. We believe money is a tool that can support deeper values of individuals, couples and families. We also know that too many options, too little time and the blizzard of modern money choices make it easy to opt-out of the whole conversation. We want you to opt-in. Money in Your Life will provoke thoughtful discussions that bring knowledge, curiosity and humor to the reality of money. Each week we will engage you with intriguing conversations to help you understand and assess how money actually operates in your life. We will present a wide variety of individuals and resources to increase clarity and expand awareness on multiple levels. Our intention is to introduce you to new ways money can serve you rather than just drive you.
Brian Farr and Ann Hutchins
Brian Farr is a Financial Therapist, Licensed Professional Counselor and Certified Hudson Institute Coach. Since 2002, Brian has helped hundreds of individuals and couples significantly improve their relationship with money. He uses a wide variety of financial and therapeutic techniques to guide clients toward a deeper understanding of the patterns in their financial choices, and then develop more effective strategies for the future.
In the years prior to becoming a Financial Therapist, Brian was a founding partner of an investment management firm, owner/manager of a personnel agency and member of the Chicago Board of Trade. He has an MA in Counseling Psychology from Lewis & Clark College and a BA in History from Stanford University.
Ann Hutchins is a Certified Financial Coach and a Certified Hudson Institute Coach. In her engagements with clients, she combines professionalism with integrity and approachability. Ann works to demystify personal finances and help people create sustainability in their financial lives. She frequently coaches people from the financial services and nonprofit sectors, and also works with families and children in the area of financial literacy.
Ann has 30 years of investment industry experience, holds an MBA in Finance from Babson College and a BA in American Studies from Hamilton College. She has been on the Board of Trustees of both Babson and Hamilton Colleges, and currently serves as Board member and Treasurer of The Eleos Foundation.
