Have you ever wondered how the wealth management industry has changed over time and where it's headed in the future? Tune in to hear Dr. Jim Grubman, expert in family wealth and dynamics, unpack his model of "wealth 3.0" - a new approach that moves beyond the fear and negativity of the past to create a more robust field of family advising.

Dr. Grubman sits down with hosts Wes Brown and Dr. Sonya Lutter to share effective strategies for nurturing financially savvy children, confidently navigating complex wealth issues, and more.

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