Why Good Advice Isn’t Enough: The Missing Link in Business Growth

In this episode of Infinite Dialogues, Oti sits down with Dale Montgomery, Director of Advanced Planning at TRS Family Office and author of The Virtual Family Office Advantage, to explore why many business owners don’t lack advice they lack coordination.Dale explains how fragmented financial decisions can create missed opportunities, unnecessary risks, and hidden blind spots. He shares how a virtual family office approach brings together tax planning, wealth management, risk protection, legal strategy, and business advisory to help entrepreneurs make smarter, more aligned decisions.