Nathan recently sat down with Ross Levin, Founding Principal and President of Accredited Investors Inc. for an interview. Ross and Nathan discussed:
- Concerning trends around money and the consumer culture.
- Issues Nathan addresses in his consulting work with families.
- Examples of how Nathan’s process is being successfully implemented with a family.
- The concept of money temperament and why that is so important for families to understand.
Ross was the first recipient of the Financial Planning Association's Heart of Financial Planning Award and the inaugural recipient of Financial Planning Magazine's Lifetime Achievement Award. Long an industry leader, he has also served as Chairman of the International Association for Financial Planning.
You can listen to Ross’s interview with Nathan here