In this presentation to financial planners Nathan discussed cultural trends and issues that impact family money habits, as well as, new ways for advisors to talk about money with multigenerational family clients. Nathan highlighted a case study from his work with a high-net worth client that demonstrated how a multigenerational family is actively and successfully infusing the Share Save Spend process into both their family office and each participating family.
Attendees Comments:
- Great speaker, engaging, an expert on client relationships, understanding of the CFP practioner, well paced. No one left early!
- Down to earth. Very applicable to business as well as personal life. Nathan did an excellent job of communicating the issue.
- Talked about things I seldom talk to my clients about.
- The real life case study provided context to the central themes of the presentation. Audience participation was a plus.
- The topic is not the traditional planning content for planners. It motivates thinking of additional ways to help our clients. This was a great topic
- It was very thought provoking. Caused me to think not only how to apply this concept to my business, but my personal situation as well.
| Location: |
Golden Valley, MN |