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When it comes to generational wealth, it’s not just about money; it’s about relationships. Don’t believe me? Listen to this interview!!!
In this episode, Referral Coach Bill Cates sits down with Barry Banther, CMC, CSP, CPAE, a seasoned family business advisor with over 30 years of experience helping families navigate the complexities of wealth transfer. Barry shares powerful stories and real-world examples that highlight how advisors can successfully guide clients through the transfer of wealth, business, and core values across generations.
You’ll hear about the pitfalls and triumphs advisors face and learn actionable strategies for building strong relationships with ultra-wealthy clients and their families
Discover the nuances of wealth transfer, the impact of family dynamics, and key strategies to avoid common pitfalls.
Bill and Barry discuss:
- Three real-life examples of how advisors get it right — and wrong — when managing family wealth transfer
- Uncovering the hidden dynamics in wealth transfer
- Navigating sibling rivalries and complex family relationships
- Building trust with the next generation of decision-makers
- Facilitating productive family meetings without overstepping
- …And more!
Discover the common mistakes advisors make with ultra-wealthy families and the importance of initiating conversations about legacy planning now, not later.
Barry shares powerful stories and actionable insights, emphasizing the importance of building relationships – and staying relevant – with the next generation.
Related: Seal the Deal: Why Advisors Who Use Written Proposals Win More Business