In this insightful podcast episode from our practice management podcast series, Advice Leaders, host Matt Van Dijk, General Manager at Praemium, and Francis Rigby, Director and Head of Advice at Financial Advice Matters, delve into the complexities of intergenerational wealth transfer. They discuss strategies for approaching sensitive inheritance discussions, the importance of early financial education, and understanding clients' life goals for tailored financial advice. Additionally, they ta...
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