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The Next Frontier

Feb 17, 2021

Many families and businesses don’t realize that building a legacy is about more than the transfer of wealth. In this episode, Mark Widmer - licensed recreational therapist and professor at BYU’s Marriott School of Business - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing -  to discuss how to build a culture that aligns with your values to help ensure a legacy for generations to come.

In this episode, you’ll hear:
• The transformational power of adventure experiences
• How advisors can ask better questions to help clients uncover what really matters
• Why values are a key component in multigenerational legacy planning

Mark Widmer is a licensed recreational therapist and professor of experience design and management at Brigham Young University's Marriott School of Business. Through a consulting company, Mark and his colleagues deliver learning adventures, based on nearly three decades of evidence-based research, that help individuals, high net worth families, and business leaders discover what matters and achieve lasting change.

Ways to Connect
• Beta Experiences:
• LinkedIn: