• Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson [Ep87]

  • Jun 3 2021
  • Length: 34 mins
  • Podcast

Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson [Ep87]

Listen for free

View show details

  • Summary

  • #NEXTGEN21 Global Conference: https://bit.ly/globalfpconf

    In their thought-provoking white paper, New Frontiers in Wealth Management, Matthew Jackson and Bob Veres examine how advice firms can ensure long-term survival in a changing world.

    In this episode, Matthew joins to take a look at one of the challenges discussed in the paper: the three intergenerational challenges of moving from a Peak 1 firm to a Peak 2 firm.

    Whether they realize it or not, most firms are grappling with this challenge.

    Show notes at https://innovatingadvice.com/post/episode87

    Join the next Video Creation Masterclass https://bit.ly/videoin2021

     
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson [Ep87]

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available