EPISODE 13: Integrating the Heritage Process® and Multi-Generational Planning into Your Financial Services Business

from Trusted Advisor Podcast Series · host Lori Coonen

Rod speaks with Rodger Johnson and Tiffany Kirgan from Johnson Financial Group to learn how they have integrated the Heritage Process and multi-generational planning into their financial services practice and the impact it has had on their clients, their relationships with their clients, and their business.

Episode metadata supplied by the publisher feed · Published Aug 13, 2022

Embed this episode

Attribution link and audio player

NOW PLAYING

EPISODE 13: Integrating the Heritage Process® and Multi-Generational Planning into Your Financial Services Business

0:00 0:00

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

When was this Trusted Advisor Podcast Series episode published?

This episode was published on August 13, 2022.

Can I download this Trusted Advisor Podcast Series episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!