It is vital to understand how different generations define wealth and the responsibilities that go with it. One of the most important services I provide, in addition to coaching on finance, estate planning, and investing, is facilitating cross-generational conversations about what it means to have wealth, and especially about what it means to use wealth wisely.
Magazine
The NextGen Boom: Are You Ready?
How exactly should advisors serve the NextGen population? What misconceptions, outmoded habits, and legacy practices may be hampering your ability to connect with these younger