Navigating Workforce Expectations: Diversity, Inclusion, and Mental Health in Financial Planning

Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer and the importance of advisers understanding and adapting their communication and strategies to meet the unique values, goals, and challenges of Baby Boomers through to Generation Z and beyond.

Kylie Denton LinkedIn: https://www.linkedin.com/in/kyliedenton5/ Performance Advisory Group Website: https://performanceadvisorygroup.com.au/

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