How to Become an Inter-Generational Advisor: Ellen Rogin Speaks with Gary Shunk

Most advisors are well-versed and comfortable with the quantitative aspect of the business, but there are huge opportunities to serve your clients and their families better by engaging them on a qualitative level through conversations that explore issues important to them. If you're not having these conversations, you're not serving your client as well as you could be, and you're not building trust with future heirs.

In this episode of AdvisorRadio, Ellen Rogin talks with Gary Shunk, the Principal of Family Wealth Dynamics, who identifies the major conversations you should be broaching with clients and their families, what the major life transitions are that family's go through that will create opportunities for you to serve them, and why a family's "mood" is important and how you can help improve it.