Why Your Relationship With Your Advisor Matters: A Young Inheritor Turned Legacy Coach Offers Reflections from Life and Work With Kristen Heaney

Beyond The Balance Sheet Podcast

English - April 14, 2021 07:00 - 26 minutes - 48.5 MB
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Previous Episode: Guiding Affluent Families Through Unexpected Crises

Next Episode: Rich and Resilient: How Is It Possible?

Kristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode, Kristen shares how her being a young and unprepared inheritor after her father’s early death colored the passion she has for her work as a wealth legacy coach and consultant and her advice to both financial advisors and families of different generations.

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