))
Citywire: Keep it in the family
Marker alle som (u)afspillede ...
Manage series 3457707
Indhold leveret af Digital Content. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Digital Content eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise? We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning.
…
continue reading
3 episoder
Del
