Log In Sign Up

Book of Stories 2.0: An Intergenerational Wealth Podcast

img

Book of Stories 2.0: An Intergenerational Wealth Podcast

  • star
1
0+
Global Rank TOP 1%
Creator:
Citywire
  • Business
  • Investing
  • Human Resources
  • HR Technology
About Episodes Reviews Similar

Become a Verified PARTNER.FM Member:

By joining PARTNER.FM, you become part of a vibrant community of podcasters who are passionate about their craft. As a verified member, you gain access to exclusive benefits and opportunities. Let's set you apart from the rest!

Increase the Visibility of Your Podcast:

Stand out in the crowded podcast landscape! List your podcast on our platform to gain exposure and attract a broader audience. Our dedicated marketing team is here to promote your content, helping you reach new heights.

Get Matched with Brands (It's Free)

Monetize your podcast through brand partnerships. We connect you with relevant brands seeking collaborations, enabling you to showcase your unique voice to their target audience. It's an excellent opportunity to grow your podcast while maintaining authenticity.

  • Podcast Promotional Options

    Podcast data

    Created By Citywire
    Podcast Status active
    Started 01/12/2020
    Latest Episode 18/01/2021
    Release Period Episodic
    Episodes 3
    Partner Reviews 0
    Language English
    Frequency 572
    Average Length 32 minutes and 58 seconds
    Country United States
    Global Rank TOP 1%

    Description

    Intergenerational financial planning is a huge challenge and opportunity, for financial advisers across the UK. In this three-part podcast series, we spoke to John Porteous at Charles Stanley, as well as three leading IFAs, to discuss how advisers can best handle the conversations that need to be had regarding the transfer of wealth. These musings are based on personal experience, but also on the findings of Charles Stanleys’ Book of Stories 2.0 project. This study is the follow-up to the original award-winning Book of Stories, which examines the various aspects that influence decisions regarding wealth transfers. In the podcast, we discuss how to engage younger clients and the role that technology can offer in making communication more efficient and effective. We also look at investment trends, such as the shift towards ESG, that might inform the discussions had with clients. We also look at the fundamental human nature of intergenerational wealth discussions. There is so much to consider, including culture, attitudes towards money, who to include in the conversation, and how to properly assess what financial legacy a client wants to leave behind. Just as importantly, we also account for the complexity of family relationships, and the instances where there is no desire to pass on wealth. While most financial planners are well aware of the value they deliver, this podcast also considers how we can communicate this value to clients, and how we can introduce new people to the planning conversation. The starting point of the planning relationship is examined too. There are many ways we can be proactive in seeking clients, and there is also good reason to make sure that we respond to client needs during key life events. With the above in mind, the impact of Covid-19 factors into the equation. Many people have taken this as a prompt to write a will or think properly about how they will pass on their wealth. Equally, peoples’ spending habits have changed, a number of people have relocated, and others have encountered, or opted for, significant changes in their career trajectories. Taking a step back, we also examine the wider demographic context for current discussions on intergenerational wealth. On a basic level, lives and retirements are generally lasting longer, which can have numerous consequences for intergenerational wealth planning. There are also constant changes in how people interact with and use money to achieve their goals and ambitions. As a final point, the Book of Stories research is a good read and offers a balance of statistical analysis and qualitative commentary. The stories in the report will be relatable for almost any adviser, and many of the conversations and conundrums will be familiar. The podcast looks to build on this, offering suggestions and anecdotes that will hopefully ensure that clients, and crucially their heirs, have a positive financial planning experience when the time comes to pass wealth to the next generation.

    These action available only reps for Brands

  • Episodes

    • #688684 - Looking at the bigger picture: Demographic shifts

      4 years ago

    • #688685 - Handling the transition of wealth

      4 years ago

    • #688686 - Starting the Conversation

      4 years ago

  • Reviews

    • There are no reviews yet

  • Podcasts like this

    • Wealthy Way Podcast

      Wealthy Way Podcast

      • star
      • star
      • star
      3
      240+
      15190+ APD Global Rank 1%
      Recommended Match
      Don’t go broke trying to get rich…Entrepreneurs face so much pressure to grow their companies that it ends up bankrupting them in other areas o...
      • Business
      • Investing
      View Podcast

    • Data Crunch

      Data Crunch

      • star
      • star
      2.1
      4050+
      29060+ APD Global Rank 2%
      Recommended Match
      If you want to learn how data science, artificial intelligence, machine learning, and deep learning are being used to change our world for the bett...
      • AI & Data Science
      • Business
      • Tech News
      • Society & Culture
      View Podcast

    • The Analytics Power Hour

      The Analytics Power Hour

      • star
      • star
      2.3
      740+
      17370+ APD Global Rank 1%
      Recommended Match
      Attend any conference for any topic and you will hear people saying after that the best and most informative discussions happened in the bar after ...
      • AI & Data Science
      • SEO
      • Business
      • Technology
      View Podcast

    • The Rag Company Podcast

      The Rag Company Podcast

      • star
      • star
      2.1
      250+
      14640+ APD Global Rank 2%
      Recommended Match
      The Rag Company Podcastis all about car care, car culture and the auto detailing industry!With theMAIN SHOW,(Every Tuesday)you'll get weekly updat...
      • Business
      • Management
      • Automotive
      • Leisure
      View Podcast

Loading...