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Trusted Advisor Podcast Series
The Heritage Institute
49 episodes
1 month ago
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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Careers
Business,
Investing,
Management
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All content for Trusted Advisor Podcast Series is the property of The Heritage Institute and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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. 
Show more...
Careers
Business,
Investing,
Management
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Episode 44: Engaging the Rising Generation: From Financial Literacy to Lasting Legacy
Trusted Advisor Podcast Series
1 month ago
Episode 44: Engaging the Rising Generation: From Financial Literacy to Lasting Legacy
When it comes to preparing the rising generation, traditional financial literacy programs often miss the mark - failing to create meaningful behavior change 99% of the time. Rod Zeeb and Rachel Gil discuss why effective rising generation engagement begins with the entire family, not just the kids or heirs in isolation, offering practical tools for advisors and families to build real engagement, cultivate values-driven decision-making, and foster lasting stewardship. Listeners will walk away with strategies to shift from information-dumping to true education that sparks responsibility, connection, and growth.
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.