Barron's Advisor

How to Build an Enduring Legacy and Secure Long-Lasting Wealth

Mar 21, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Three Generations of Wealth
02:44 • 2min
3
The Importance of Legacy
04:41 • 3min
4
The Importance of Clear Transparency in Wealth Creation
07:17 • 3min
5
How to Raising Children in an Affluent Family Without Depriving Them of the Joy of Earning a Living
09:53 • 4min
6
The Importance of Seeing the World Through the Next Generation's Eyes
13:47 • 2min
7
The Importance of Integrity in Financial Advisors
15:53 • 2min
8
The Legacy of Philanthropy
17:25 • 3min
9
How to Engage Your Clients in Legacy Conversations
20:43 • 2min