Perspectives on Growth

Serving Multigenerational Families: Part 2 (Setting the Stage)


Listen Later

 In Episode 2 of our multigenerational wealth series, Matt Johnston moves from why to how—exploring how advisors can authentically begin conversations about legacy, inheritance, and family communication. With trillions of dollars set to transfer over the next 15 years, engaging the next generation is critical to both client impact and practice growth. Matt outlines practical language and four essential family conversations that can strengthen relationships, preserve wealth, and create a lasting competitive advantage. 

...more
View all episodesView all episodes
Download on the App Store

Perspectives on GrowthBy Red Rock