EPISODE 15: Wealth 3.0: Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field
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Wealth 3.0: Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field
In this episode: Jim Grubman, a family wealth consultant and educator, joins Rod to talk about the ongoing migration to Wealth 3.0 and enhanced research.
Length: 39 minutes