PLAY PODCASTS
Creating Generational Wealth #1

Creating Generational Wealth #1

Ensombl Advice Australia · Ensombl

May 20, 202542m 49s

Audio is streamed directly from the publisher (episode.flightcast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer.

Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Tribeca Financial Website: https://www.tribecafinancial.com.au/

For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/