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New England Chapter Quarterly Meeting
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New England Chapter Quarterly Meeting

Sharpening our Skills as Advisors

9/18/2014
When: 9/18/2014
5:00 PM until 8:00 PM
Where: Burns and Levinson
125 Summer St
8th Floor
Boston, MA  02110
United States
Contact: Dan Lilienthal
617-482-3045 ext. 27


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Sharpening our Skills as Advisors: An Approach to putting styles and communication strategies to work for your family business clients

Join us for a special FFI event.  Network, Learn and Connect!

Communication is essential to the success of every interaction, whether personal or professional.  That said, communicating effectively can be challenging even when the message appears simple.  Layer in human behavior, personal histories, different types and styles, the impact of technology and the amount of “noise” we contend with at every turn, clear communication becomes exponentially more difficult.  As professional advisors to family businesses, clear communication is critical to our success.  But here’s the rub: sometimes our basic assumptions about “clear” communication can be misaligned with any number of diverse styles and personalities among our client families. The opportunity to gain advantage in this competitive market place lies in continuing to know ourselves better and understand that in every interaction we are communicating with people who have different needs with regard to communication than we do. 

 

Please join us for this unique FFI quarterly session where we will have the opportunity to get to know our colleagues and hone our skills together. We will begin with an engaging networking session and fun exercise during the cocktail hour, followed by an interactive primer on communication and perspective taking designed to raise our awareness about ourselves as communicators. We will wrap up with a Myers Briggs Type Indicator session where each attendee will learn their innate personality type according to the MBTI (the #1 most widely used personality assessment survey in the world) and how our type shapes who we are, how we are perceived and how that affects our work as advisors.  Participants will walk away with new insight about how to work effectively with their clients, and connections to a network of advisor colleagues working in similar settings.

 

Featured Speaker:

Daisy E. Medici, Managing Director of Governance and Education, GenSpring

Daisy Medici joined GenSpring Family Offices in 2006 and is the Managing Director of Governance and Education. In addition to her primary role, Daisy advises GenSpring’s Executive Committee and is a member of GenSpring’s Leadership Team.

Daisy focuses much of her time developing and administering GenSpring’s proprietary tools and processes specifically designed to help families increase their chances of sustaining wealth over generations. Daisy leads a team of GenSpring professionals skilled in the non-investment components of these processes, who work alongside GenSpring’s advisors as they help client families identify wealth objectives and develop appropriate methods for governing their shared assets.

Daisy is a frequent speaker on the topic of family governance and all that effective governance involves. Among the many topics Daisy addresses are Family Communication, Family Conflict and Recovering Trust, Non-investment Risk Management, as well as the importance of Family Governance & Family Policies in Sustaining Wealth across Generations. Daisy has been a contributing author for Families in Business Magazine and was recently published in Family Business Magazine.

Daisy brings to GenSpring Family Offices extensive experience in the family business space. Prior to joining
the firm, Daisy was a partner at The Roseview Group, an investment banking and family business advisory
firm where she worked with client families and focused on new business development and marketing. Prior to
Roseview, she was Managing Director of Genus Resources, LLC, a business consultancy catering exclusively to the needs of family enterprises.

Daisy earned her graduate degree in Communications Management at Simmons College in Boston, MA. She has been an active member of The Family Firm Institute for many years and served twice as co-chair of their annual conference. Daisy currently co-chairs the Program Committee for the Family Firm Institute’s New England Chapter.


In addition to her career, Daisy’s main passion is her large, loving, gregarious family who span the country from coast to coast. Daisy hails from a family who proudly spent five generations in the newspaper business. 


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