Providing lifestyle management services within a public accounting firm with Jennifer Quent

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...