Greg Weimer launches the Imagine That podcast by interviewing his friend, partner and Confluence co-founder, Jim Wilding. Greg and Jim reveal why they started the practice and discuss their goal of setting a new standard in the industry. The partners also examine how their team approach to financial planning — in everything from the client experience to investment strategy and risk management — sets Confluence Financial Partners apart.
Guest Speaker:
Jim Wilding
This session was recorded on May 23, 2019.
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This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.
SOURCES: “70% of wealth is squandered in the second generation, 90% in the third generation,” according to the Williams Group wealth consultancy.
