Latest Episodes
12
Uncovering Client Personality: More Than A “Type”
Delve into the fascinating realm of understanding client personalities and their influence on financial decisions. In this session, we explore how personality traits can...
10
Lessons Learned in a Decade Working with the Next Generation
What does “educating and empowering the next generation” really entail? Hear stories and best practices collected from work with hundreds of members of the...
9
Building Stronger Family Relationships Through Clean Language
In this episode, we explore the power of “clean language” in improving communication and avoiding conflicts within families. Emily and Melissa provide practical tips...
8
Inspired Wealth: Financial Leadership for the 21st Century
Today we’re discussing ways to guide families through the unique opportunities and challenges they face in the areas of inter-generational wealth transfer, business succession...
7
The Invisible Structures of the Family Office
Today we are talking about the invisible structures that support family offices. We’ll uncover ways in which we can create more transparency and alignment...
6
Helping Clients Plan for Solo Aging
Planning for the long term is unsettling because growing older is stacked with complexities and risks. Growing older is unfamiliar territory for most. People...