Perspectives on Growth
Growth is the lifeblood of all financial institutions. Growth is universal regardless of your tenure, position, or organization. Perspectives on Growth will explore ideas, strategies, tools, and tactics that help financial institutions execute better to grow faster. And each edition will be delivered in under ten minutes.
Perspectives on Growth
Serving Multigenerational Families: Part 2 (Setting the Stage)
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In Episode 2 of our multigenerational wealth series, Matt Johnston moves from why to how—exploring how advisors can authentically begin conversations about legacy, inheritance, and family communication. With trillions of dollars set to transfer over the next 15 years, engaging the next generation is critical to both client impact and practice growth. Matt outlines practical language and four essential family conversations that can strengthen relationships, preserve wealth, and create a lasting competitive advantage.