Why Your Relationship With Your Advisor Matters: A Young Inheritor Turned Legacy Coach Offers Reflections from Life and Work With Kristen Heaney
Play • 26 min

Kristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode, Kristen shares how her being a young and unprepared inheritor after her father’s early death colored the passion she has for her work as a wealth legacy coach and consultant and her advice to both financial advisors and families of different generations.

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