In the ever-evolving landscape of finance and wealth management, a seismic shift is underway: millennials and Gen Z individuals are increasingly skeptical of traditional financial institutions. Instead, they turn to their peers for guidance and financial insights. While this shift has broader implications, it holds particular significance for family businesses.
In “Talking Money with the Next Gen,” Travis Harms provides strategies to effectively talk finances with the next gen of family members.
Read about how to talk finances with the next gen here.
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