In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Abbe Large from Lenox Advisors delve into the nuanced world of financial planning. Abbe, a dedicated professional, shares her profound insights and experiences navigating difficult financial realities while emphasizing the importance of empathy and understanding in wealth management. Unpacking the psychological nuances of clients' relationships with money, Abbe discusses the significance of addressing familial dynamics, legacy planning, and intergenerational wealth transfer. Discover how her personal journey caring for her father shaped her unwavering commitment to empower clients beyond financial figures.

KEY TAKEAWAYS

• The depth of empathy in financial planning: Abbe's approach emphasizes understanding clients' childhood relationships with money, fostering deep conversations to determine their financial behaviors and risk profiles.
• Facilitating difficult dialogues: From marital differences in financial outlooks to intergenerational wealth transfer, Abbe provides tools and language to aid clients in navigating emotional and complex discussions.
• The human side of wealth management: Abbe's personal experience caring for her father highlights the true value of financial products, allowing families to focus on love and support during challenging times.

QUOTES

• "I've married my intuitiveness with the mathematics of financial planning. They don't call me 'Dear Abbe' for nothing."
• "It's about understanding the 'why' behind decisions. Giving clients the tools to communicate is what really matters."
• "I have a whole new appreciation for the products that I show people because I know what it does. And if I had to worry about the money, it would suck even more."

Connect and learn more about Abbe Large in this link below.

• LinkedIn: https://www.linkedin.com/in/abbelarge/

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