Navigating Family Dynamics in Wealth Management

This chapter explores the unique professional relationship between a mother and daughter working together in financial advising. It highlights the challenges and benefits of blending personal and professional roles, including how their generational perspectives enhance client interactions and foster growth. The chapter also emphasizes the significance of an all-female team in a male-dominated industry, illustrating how empathy and a focus on family well-being drive client referrals and engagement across generations.