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Listen "Taking an holistic approach to your wealth"
Episode Synopsis
In the latest edition of the Interconnections of Wealth podcast, Elke has a conversation with David Shlagbaum. David is a Family Business Advisor/ Facilitator, Senior Counsel at Pallett Valo LLP.
Taking a multi-disciplinary, holistic approach to your wealth can sound overwhelming or even daunting. This two-part series does a great job of breaking down how a mixture of investment advice, comprehensive planning, and life-driven goals go into putting together an actionable, long-term financial plan.
Hear first hand the approach David and Elke take to the multiple facets of clients’ financial lives, allowing them to build the trust and deeper relationships necessary to truly help their clients beyond their individual financial health.
Taking a multi-disciplinary, holistic approach to your wealth can sound overwhelming or even daunting. This two-part series does a great job of breaking down how a mixture of investment advice, comprehensive planning, and life-driven goals go into putting together an actionable, long-term financial plan.
Hear first hand the approach David and Elke take to the multiple facets of clients’ financial lives, allowing them to build the trust and deeper relationships necessary to truly help their clients beyond their individual financial health.
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