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The Next Frontier

Mar 25, 2020

A legacy of wealth anchored in healthy family dynamics can span generations, yet the dialogues around this topic are often taboo. As advisors, how do we help clients navigate these dynamics? Dr. Dennis Jaffe, Author, Professor, and Research Associate at Wise Counsel Research joins host Bill Coppel, Managing Director...


Mar 11, 2020

Longer lifespans paired with an increase in the number of childless adults mean many will be growing older solo. As advisors, how do we help clients cultivate the support network they are likely to need? Dr. Sara Zeff Geber, Author and Founder of LifeEncore, joins host Bill Coppel -- Managing Director and Chief Client...