Episode 85
How the Family Unit is Redefining Your Client Relationships
Human-centric Investing Podcast · Hartford Funds
November 16, 202223m 49s
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Show Notes
Family wealth management has the ability to redefine your client relationships. David Specht, Director of the Global Family Business Institute at the Drucker School of Management, shares his insights on why serving families opens the door to knowing the “wealth creator”—and who’s most important to them—on a deeper level.