Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
The Ensemble Team Interview With Chris Morgan
01:46 • 2min
Pivot Wealth
04:13 • 3min
The Intergenerational Wealth Transfer
07:07 • 2min
Estate Planning - How Do You Deal With the Wealth Transfer?
08:45 • 2min
Philanthropic Investing
11:14 • 4min
Is There a Need for CFPs?
15:23 • 4min
Are You Getting the Right Clients?
19:18 • 5min
What's the Best Strategy for a Client?
23:49 • 2min
Estate Planning
25:23 • 3min
What's Next for Macquarie VAN?
28:17 • 2min
What's the Right Thing to Roll Out Next?
30:22 • 3min
The Value of Getting Advice From a Driver Advisor
33:32 • 2min