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EPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)
April 12, 2023
Lori Coonen
EPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)
Lori Coonen
April 12, 2023

EPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)

Lori Coonen
April 12, 2023

In this episode: Rod’s conversation with Kristin Keffeler, Founder & Principal of Illumination 360, continues with a discussion of Wealth 3.0 and how this concept proposes that our profession needs to take a new direction that emphasizes family strengths, developing capability, and collaboration.

Length: 34 minutes

Newer PostEPISODE 29: Needs and Opportunities with Business Succession Planning
Older PostEPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)
 

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