Episode 117 – Preparing Clients and Protecting Funds – With Karl Frank
October 13, 202219m 9s
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Show Notes
Karl Frank is the president of A&I Financial services based out of Colorado, a company set on helping a number of successful families grow and protect their investments.
Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Karl discuss the role of a generational advisor and the importance of financial literacy for all demographics.
Also discussed:
- The background of the second generation family firm
- How to get families to open up as a unit about the sometimes taboo topic of financials
- Preparing families for intergenerational wealth transfer
- The firm’s focus on woman’s wealth and wellness
- Reflections of the challenges through this past year of change from an asset management perspective
- The worries and trepedations related to cryptocurrency
- Communicating financial literacy to the younger generations
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