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EPISODE 15: Wealth 3.0: Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field
September 25, 2022
Lori Coonen
EPISODE 15: Wealth 3.0: Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field
Lori Coonen
September 25, 2022

EPISODE 15: Wealth 3.0: Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field

Lori Coonen
September 25, 2022

In this episode: Jim Grubman, a family wealth consultant and educator, joins Rod to talk about the ongoing migration to Wealth 3.0 and enhanced research.

Length: 39 minutes

Newer PostEPISODE 16: Purposeful Planning Institute - Changes Over the Last 20 Years
Older PostEPISODE 14: Boundaries with a Focus on Family Business
 

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