https://digital.ffi.org/editions/instilling-knowledge-and-confidence-why-rising-generation-family-members-need-both-financial-acumen-and-personal-empowerment/
Thank you to Kristen Heaney and Stephan Lindenthal for this week’s FFI Practitioner discussing peer learning programs as a resource for advisors working with...
family membersknowledgeconfidencerisinggeneration