Interview with Courtney Pullen: Understanding Generational Wealth
Sep 08, 2021•33 min•Season 2021Ep. 9
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
On this episode of Shaping Change Ross Marino interviews Courney Pullen, President of the Pullen Consulting Group & Author of 'Intentional Wealth'. They discuss the factors that cause families to lose generational wealth and what can be done, from both a personal and advisory standpoint, to avoid that loss.
Get your copy of 'Intentional Wealth'
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.
For the best experience, listen in Metacast app for iOS or Android