E5 - With Paul Heath
MP3•Thuis aflevering
Manage episode 172010510 series 1253918
Inhoud geleverd door Momentum and Momentum Advisory Group. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Momentum and Momentum Advisory Group of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Independent Advice In this episode, I spoke with Paul Heath, CEO at Koda Capital. I partner with Koda and have worked with Paul for over 10 years. We talked about the value of independent financial advice and how the industry will transform in the future. Paul brings a lot of clarity to the concept of family leadership and inter-generational wealth. I particularly enjoyed hearing how families have created stewardship - the successes and the failures. Paul has significant experience and the lessons he shares from these families are really insightful.
…
continue reading
7 afleveringen