Episode 24: Making the Uncomfortable, Comfortable: How to Discuss the Meaning of Wealth as a Financial Advisor
Guest: Tobias Donath, Vice President, Fidelity's Center for Family Engagement
The roles of financial advisors have morphed over the years. With the democratization of products and most services, building deeper relationships with clients is critically important. However, the path towards conversations about family values, the significance of wealth, and legacy can be challenging for some. In this episode of the podcast, Tobias Donath from Fidelity’s Center for Family Engagement and I discuss the importance of this discussions and how to start them. If you are an advisor thinking about how to engage with your clients in new and meaningful ways, this podcast is for you.
Dynasty Financial Partners is an independent entity and not affiliated with Fidelity Investments.
Fidelity Institutional SM(FI) provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.
946333.1.0
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
The Nikki Glaser Podcast
Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.