| Autor: |
Grubman, James, Jaffe, Dennis T., Keffeler, Kristin |
| Zdroj: |
Trusts & Estates; Feb2023, Vol. 162 Issue 2, p16-20, 5p |
| Abstrakt: |
The article offers tips for advisors on implementing a more positive approach to family wealth advising called Wealth 3.0. Topics include a brief background on wealth advisory practice from the 1980s to the present, the importance of replacing negative Wealth 2.0 advisory practice myths and biases with more positive language and up-to-date research, ways to replace outdated statistics with more balanced education to clients, and the need to help create possibility. |
| Databáze: |
Complementary Index |
| Externí odkaz: |
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