Jeff Strese, Organizational Development Consultant and Executive Coach and Catherine Howse, Vice President, Portfolio Specialist at Schafer Cullen Capital Management discuss strategies for advisors to better serve their clients, while empowering the next generation of wealth.
WEBCAST: Looking to the Next Generation: Helping Guide the Transfer of Wealth.
The role of the advisor in this new era is complicated. We are called upon to facilitate a process of empowerment and readiness for effective wealth transfer from one generation to the next. These skills are essential to ensure confidence and financial well-being for the rising generation.
This webcast will explore some helpful skills and strategies for advisors to implement with their client families.
Accepted for 1 CFP® / IWI / CFA CE Credit