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Interview with Courtney Pullen: Understanding Generational Wealth
On this episode of Shaping Change Ross Marino interviews Courney Pullen, President of the Pullen Consulting Group & Author of 'Intentional Wealth'. They discuss the factors that cause families to lose generational wealth and what can be done, from both a personal and advisory standpoint, to avoid that loss.
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By Ross Marino, CFP®, CPFA, CeFT®
5
66 ratings
On this episode of Shaping Change Ross Marino interviews Courney Pullen, President of the Pullen Consulting Group & Author of 'Intentional Wealth'. They discuss the factors that cause families to lose generational wealth and what can be done, from both a personal and advisory standpoint, to avoid that loss.
Get your copy of 'Intentional Wealth'
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.