Family Dynamics and Corporate Culture in the Wealth Management Industry: Featuring Whitney Kenter, Founder and CEO of Glowe Connective.
In this episode we discuss:
- Whitney's founder journey
- The important conversations advisors are NOT having with their clients
- The affects wealth can have on family dynamics
- How advisors can retain the next generation
- Why corporate culture is so important
- Generational differences in the workforce
- Why Red Rocks is such a special place
Resources
About Whitney Kenter
Whitney Kenter is the Founder and CEO of Glowe Connective and is an industry speaker and expert in business leadership. With more than two decades of experience in business advisory, financial services, and executive leadership, she has held the roles of CEO, managing member, and board member.
About Glowe Connective
Glowe Connective is a business "un-consultancy" that addresses the most powerful opportunity in every business: unleashing human energy. To learn more about Glowe Connective please visit gloweconnective.com.
The Risclarity WealthTech Podcast
The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham.
Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes.
Listen and subscribe to The Risclarity WealthTech Podcast on your podcast platform of choice:
Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. Glowe Connective is an independent company and is not affiliated with Risclarity.
