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EPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)
April 11, 2023
Lori Coonen
EPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)
Lori Coonen
April 11, 2023

EPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)

Lori Coonen
April 11, 2023

In this episode: Rod talks with Kristin Keffeler, Founder & Principal of Illumination 360, about how to focus on the path to thriving for the rising generation and the key role that the trusted advisor plays.

Length: 37 minutes

Newer PostEPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)
Older PostEPISODE 26: Collaborating for Success
 

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