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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 and Chief Client Growth Officer at First Clearing, to discuss ways advisors can help families set generational goals. 0320-00497