Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success

A unique playbook for success for wealth managers and financial advisors in the face of sweeping generational change

There are hundreds of thousands of financial advisors globally serving clients whose needs are undergoing a revolution. Generational shifts are transforming how these clients approach money, spanning values, technology, investing, and even politics. Younger investors and women are creating wealth, inheriting tens of trillions of dollars from relatives, and accumulating money...