Recorded at the Axos Advisor Services — Focus on the Future Conference in Denver Colorado
Karl Frank is the president of A&I Financial services based out of Colorado, a company set on helping a number of successful families grow and protect their investments.
Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Karl discuss the role of a generational advisor and the importance of financial literacy for all demographics.
Also discussed:
- The background of the second generation family firm
- How to get families to open up as a unit about the sometimes taboo topic of financials
- Preparing families for intergenerational wealth transfer
- The firm’s focus on woman’s wealth and wellness
- Reflections of the challenges through this past year of change from an asset management perspective
- The worries and trepedations related to cryptocurrency
- Communicating financial literacy to the younger generations
Resources: A&I Financial Services | Axos Advisor Services
Related: Keeping Momentum Through the Road Blocks with Eliza de Pardo