In 2019 I attended the Purposeful Planning Institute’s Rendezvous in Denver, I was speaking at the conference but also got the opportunity to hear Jim Grubman’s keynote, which remains one of the best I have ever seen.
Jim explains in this keynote the evolution of wealth advice and the foundations that advisers, as well as society as a whole, based their views on wealth and the wealthy.
In this episode of the show Jim explains how we moved from Wealth 1.0 to Wealth 2.0, with better resources, better understanding and better processes than in Wealth 1.0.
He, Dennis and Kristin then engage in a lively conversation around what Wealth 3.0 means not just for advisers, but the families that we serve.
We look at the work we need to do, but also what we can learn from fields such as positive psychology in developing our practices.
Listen to the Episode here:
Below are some of my key takeaways from the discussion on Wealth 3.0.
For me, these questions are key for any organisation that serves families of wealth and are keen to learn and embrace and continue to evolve towards Wealth 3.0.
I am very grateful to Dennis, Kristin and Jim for their time and insights in this interview.
You can find out more about Dennis Jaffe here: https://dennisjaffe.com/
You can find out more about Kristin Keffeler here: https://illumination360.com/
You can find out more about Jim Grubman here: https://jamesgrubman.com/
You can also find out more about the Purposeful Planning Institute by visiting their site here: www.purposefulplanninginstitute.com