The Innovating Advice Show

Author: Kate Holmes

The show for forward-thinking financial advisers, financial planners and related professionals from all corners of the globe. Featuring innovative and action-oriented guests worldwide discussing the latest in practice management strategies and technology, fintech and FPtech (financial planning technology), diversity, business models and fee structures, and shifting consumer expectations.
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Intergenerational Challenges of Moving from Peak 1 to Peak 2 with Matthew Jackson [Ep87]
Episode 87
Wednesday, 2 June, 2021

#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