In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0.

Wealth 3.0 represents a shift beyond spreadsheets and tax strategies toward an approach that prioritizes family values, collaboration, and open conversations about legacy. Rob and Jamie explore why the "three generations myth" is often misunderstood, how advisors can move from dictating solutions to facilitating dialogue, and what it really takes to help families flourish across generations.

Listeners will come away with a fresh perspective on wealth: one where success is measured not just in financial returns, but in relationships, shared purpose, and resilience. With Jamie's real-world insights and practical steps, this episode shows how both families and advisors can embrace a more holistic, human-centered future for wealth advising.

Chapters

00:00 Introduction to Global Thinking Podcast

00:41 Wealth Management Evolution: From Traditional to Modern

03:21 Understanding Wealth 3.0: A Paradigm Shift

10:44 The Role of Advisors in Wealth 3.0

14:36 Challenges in Family Wealth Conversations

18:44 Measuring Success in Wealth Management

22:18 Practical Steps for Implementing Wealth 3.0

28:34 Final Thoughts and Book Recommendations

Book Recommendation:

Sapiens by Yuval Harari

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Invest With Us - https://forstrong.com/invest-with-us/

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For any questions, comments or suggested topics please reach out to Rob Duncan, [email protected]