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EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration
October 4, 2023
Lori Coonen
EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration
Lori Coonen
October 4, 2023

EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration

Lori Coonen
October 4, 2023

In this episode: Kristin Keffeler, Marlis Jansen, and Rod discuss what the Practice Element of Wealth 3.0 really is, and how it differs from many professionals’ perceptions of what it is.

Length: 39 minutes

Newer PostEPISODE 37: Preserving Multi-Generational Wealth Utilizing Private Family Trust Companies
Older PostEPISODE 35: Why is it Important to Know Your Purpose in Business and Family?
 

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