Gaining Perspective
Minisode - The Keys to Successful Family Wealth Planning
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:21:07
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Sinopse
Individuals are often reluctant to speak to their heirs about the amount of wealth they will leave behind for a variety of reasons. Jan Blakeley Holman, my guest today, will explain the common barriers to those discussions and how advisors can help their clients overcome them.
