Join us as we venture into the world of wealth management with Francis Rigby,  Director at Financial Advice Matters and the firm's Head of Advice. He shares valuable insights on handling inheritance and enabling smooth intergenerational wealth transfers, crucial knowledge for financial advisers.

This episode sheds light on the critical role of financial education in wealth accumulation, especially for young clients. Learn how actively engaging with the financial system and the marvel of compounding can significantly shape their financial trajectory. We'll discuss how financial advisers can effectively set lifetime goals for their clients by posing probing questions to unveil the key drivers of their personal finances.

Delve deeper into the complexities of estate planning, its central place in financial conversations, and how understanding client behaviors and values can inform their financial decisions. We navigate the intricacies of intergenerational wealth and legacy planning, highlighting the importance of empathy when getting to know your clients. We'll also discuss how technology can act as a link between generations and how fostering a conducive environment can lead to successful wealth transfers. This episode is a treasure trove of information that simplifies wealth management and financial planning for financial advisers. Don't miss it!