In this conversation, Wendy Wecksell shares her journey into coaching and the importance of emotional intelligence (EQ) in wealth management, particularly within family offices. She discusses her personal experiences with wealth, the significance of relationships, and how emotional intelligence can unlock capital. Wendy emphasizes the need for strong communication skills and practical applications of EQ to navigate complex family dynamics, especially in ultra high net worth families. She also introduces her framework for building trust and legacy leadership in philanthropy, offering actionable insights for professionals in the field.

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