EPISODE · May 20, 2025 · 42 MIN
Creating Generational Wealth #1
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer. Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/
What this episode covers
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer. Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/
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Creating Generational Wealth #1
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