Emlen Miles-Mattingly, CEO & Founder of Gen Next Wealth, invites us to join him at the table to break bread as he shares the story behind Gen Next Wealth and the importance of cultivating a meaningful client relationship that carries on from one generation to the next. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
Timestamps:
02:55 – Using social media to reach more clients and grow business.
09:20 – The evolution of Gen Next Wealth.
14:50 – Meet your clients where they're at by offering multiple billing options.
29:00 – Breaking bread: The importance of building trust and investing time with clients.
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