"I think were it goes wrong if its a check the box thing" notes Whitney Kenter, CEO & Founder of Glowe Connective on how advisors and family offices can retain the next generation of clients on The Risclarity WealthTech Podcast.
The full interview with Whitney can be found here.
About Whitney Kenter
Whitney Kenter is 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.
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.