Wealth 3.0
04/18/22 • 50 min
In this interview I speak with Dennis Jaffe, Kristin Keffeler and Jim Grubman about what developments and evolutions are happening within "Wealth 3.0".
We discuss the history of modern wealth advice and what we can learn from Wealth 1.0 and Wealth 2.0.
Jim spends some time at the beginning of the episode explaining these terms in case you are unfamiliar with them.
We look at what can be learned from a study of 100 year old family businesses as well as other fields such as positive psychology.
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/
Support the Show
The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.
Work With Russ
If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: [email protected] or head over to www.familybusinesspartnership.com
Sign up to the Newsletter
You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now
In this interview I speak with Dennis Jaffe, Kristin Keffeler and Jim Grubman about what developments and evolutions are happening within "Wealth 3.0".
We discuss the history of modern wealth advice and what we can learn from Wealth 1.0 and Wealth 2.0.
Jim spends some time at the beginning of the episode explaining these terms in case you are unfamiliar with them.
We look at what can be learned from a study of 100 year old family businesses as well as other fields such as positive psychology.
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/
Support the Show
The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.
Work With Russ
If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: [email protected] or head over to www.familybusinesspartnership.com
Sign up to the Newsletter
You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now
Previous Episode
Family Wealth Integration
On this episode of the show I speak with Dr Jim Grubman and Tom McCullough about the topic of Family Wealth Integration. We discuss what the term means for you as a family but also for you if you are a practitioner working with families of wealth.
We explore the four levels of integration that currently exist within the market;
No Integration
Basic Integrated Financial Management
Integrated Wealth Management
Family Wealth Integration
We then explore the challenges of developing a practice across the levels of integration and the skills needed to do so.
The article that I reference in the show can be found here: https://www.familywealthreport.com/article.php?id=193160#.YkxWDZPMJTY
You can find out more about The Ultra High Net Worth Institute here - www.uhnwinstitute.org and to contact them the best email address is [email protected]
Support the Show
The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.
Work With Russ
If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: [email protected] or head over to www.familybusinesspartnership.com
Sign up to the Newsletter
You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now
Next Episode
Psychology of Wealth
On this weeks show I am joined by psychologist Dr. Moira Somers as we discuss the fascinating topic of The Psychology of Wealth.
We look at the following:
- What is the Psychology of Wealth
- How can advisers work together to better serve our clients
- Why do we procrastinate
- Why we are such good fun at parties!
You can find out more about Moira by visiting her website here.
Moira's Book can be found here
Support the Show
The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.
Work With Russ
If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: [email protected] or head over to www.familybusinesspartnership.com
Sign up to the Newsletter
You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now
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