The Heritage Institute

View Original

EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration

Your browser doesn't support HTML5 audio

The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Colla Rod Zeeb

In this episode: Kristin Keffeler, Marlis Jansen, and Rod discuss what the Practice Element of Wealth 3.0 really is, and how it differs from many professionals’ perceptions of what it is.

Length: 39 minutes