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Wealth 3.0
Episode 218th April 2022 • The Family Business Podcast • Russ Haworth
00:00:00 00:50:22

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In this interview I speak with Dennis Jaffe, Kristin Keffeler and Jim Grubman about what developments and evolutions are happening within "Wealth 3.0".

We discuss the history of modern wealth advice and what we can learn from Wealth 1.0 and Wealth 2.0.

Jim spends some time at the beginning of the episode explaining these terms in case you are unfamiliar with them.

We look at what can be learned from a study of 100 year old family businesses as well as other fields such as positive psychology.

You can find out more about Dennis Jaffe here:

You can find out more about Kristin Keffeler here:

You can find out more about Jim Grubman here:

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