When it comes to your financial assets, transferring them to the next generation in succession can be a sensitive situation. 

In this episode of The Wealth Stream Podcast, Tim Scannell is joined by Susan Gellatly of BenchStrength Coaching to discuss methods and strategies for generational wealth transfer. They discuss Susan’s career as a coach and how she has helped young women navigate the corporate world.

In this episode, you will learn:

• What relationship management is and how it can be used to achieve greater success with clients
• How to effectively transfer wealth and assets where multiple parties are involved
• How Susan has helped coach young women to become successful future leaders in the corporate world through her company
• How she became a successful coach and what led her to open up her own firm
• And more!

Join us to learn about generational wealth transfer!

Resources:  HighTower Great Lakes | BenchStrength Coaching

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.