Getting Clients to Follow Your Advice: Fired by the Heirs
Advisors will increasingly have to address the transition of wealth to the younger generation. But what if you don’t have a relationship with the kids?
Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors
Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."