Post by Dimensional Fund Advisors

In the latest episode of “Managing your Practice,” new podcast host Stephen de Man talks with Dave Specht, senior fellow of the Center for Family Business & Entrepreneurs, coauthor of The Family Business Whisperer, and founder of Advising Generations, and Jeffery Coyle, founder and CEO of Libretto and founder of Monograph Wealth, about wealth management for highly affluent families. They discuss the importance of having client conversations that center around the broader purpose and responsibilities of wealth and values-driven decisions. Check it out:   🎧 Apple: https://lnkd.in/gZjaqY4T 🎧 Spotify: https://lnkd.in/g5qJr4pQ