in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
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in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration
Trusted Advisor Podcast Series
2 years ago
EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration
Kristin Keffeler, Marlis Jansen, and Rod discuss what the Practice Element of Wealth 3.0 really is, and how it differs from many professionals’ perceptions of what it is.
Trusted Advisor Podcast Series
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
