Greg Weimer launches the Imagine That podcast by interviewing his friend, partner and Confluence co-founder, Jim Wilding. Greg and Jim reveal why they started the practice and discuss their goal of setting a new standard in the industry. The partners also examine how their team approach to financial planning — in everything from the client experience to investment strategy and risk management — sets Confluence Financial Partners apart.
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SOURCES: “70% of wealth is squandered in the second generation, 90% in the third generation,” according to the Williams Group wealth consultancy.