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Content provided by Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Providing lifestyle management services within a public accounting firm with Jennifer Quent

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Manage episode 393426868 series 3021995
Content provided by Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What are the keys to providing excellent lifestyle management services to 25 different clients?
In this episode of the Easemakers Podcast, Jennifer Quent, a director in Marcum’s family office practice, shares what it's like to manage lifestyle and concierge services within a public accounting firm.
Tune in to hear the range of services Jennifer and her team provide in any given week, her tips for staying organized, and the pros and cons of supporting a number of different families at once. Plus, in the lightning round, hear how Jennifer's experience as a professional ballet dancer prepared her for a career in private service.
Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!
The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

  continue reading

88 episodes

Artwork
iconShare
 
Manage episode 393426868 series 3021995
Content provided by Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What are the keys to providing excellent lifestyle management services to 25 different clients?
In this episode of the Easemakers Podcast, Jennifer Quent, a director in Marcum’s family office practice, shares what it's like to manage lifestyle and concierge services within a public accounting firm.
Tune in to hear the range of services Jennifer and her team provide in any given week, her tips for staying organized, and the pros and cons of supporting a number of different families at once. Plus, in the lightning round, hear how Jennifer's experience as a professional ballet dancer prepared her for a career in private service.
Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!
The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

  continue reading

88 episodes

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