Jim Grubman
Internationally recognized consultant to families of wealth and the advisors who serve them. Brings decades of experience in psychology and wealth dynamics.
Best podcasts with Jim Grubman
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Dec 7, 2023 • 1h 14min
Episode 282: Dr. Jim Grubman: The Psychology of Wealth
Renowned expert in family wealth psychology, Dr. Jim Grubman, discusses the evolving landscape of financial wealth planning, including the definition of wealth and the hurdles faced by families adapting to elevated levels of wealth. They explore the role of parents in imparting financial responsibility, embracing cultural norms, and the changing landscape of family wealth management. Dr. Grubman also shares insights on the evolution of wealth management, from traditional approaches to transformative Wealth 3.0, and the importance of nurturing strong family relationships in the context of affluence.
Apr 10, 2025 • 40min
22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman
Dr. Jim Grubman, an internationally recognized wealth psychology expert, takes listeners on a revealing journey through the myths surrounding the Great Wealth Transfer. He challenges the validity of the infamous statistic about wealth loss across generations, offering a more hopeful analysis based on rigorous research. Grubman emphasizes the importance of relationship-building for financial advisors, urging them to focus on interpersonal skills rather than merely chasing projected wealth shifts. His insights equip advisors with a clearer understanding of the evolving landscape of family wealth dynamics.
