Families today are recognizing the need to pivot quickly as they deal with a changing financial landscape. More specifically, they need help to engage, educate and equip the next generation for a lifetime of financial opportunities and responsibilities. As a result, financial advisors have a unique opportunity to enhance and expand their relationships with multigenerational clients.
Nathan shared case studies and insights on how he is coaching high net-worth families to help them achieve their short and long-term goals. He also discussed his work with advisors who are expanding their skill sets to better meet the needs of their clients while also creating new, revenue generating activity.
| Location: |
Overland Park, KS |