EPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)

Trusted Advisor Podcast Series
12/04/2023

Listen "EPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)"

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Episode Synopsis

Rod’s conversation with Kristin Keffeler, Founder & Principal of Illumination 360, continues with a discussion of Wealth 3.0 and how this concept proposes that our profession needs to take a new direction that emphasizes family strengths, developing capability, and collaboration.

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