EPISODE · Jul 3, 2023
EPISODE 31: Positive Psychology: Finding the Balance When Working With Families
from Trusted Advisor Podcast Series · host Lori Coonen
Exciting changes are afoot in the field of family wealth advising! Instead of focusing on the negative behaviors that lead to the dissipation of assets and degradation of family relationships, we are now being called on to emphasize the client’s strengths and focus on constructive behaviors and conversations to help them thrive. Join Rod as he discusses this topic with Marlis Jansen, a licensed therapist and wealth dynamics coach who, through her firm Graddha LLC, serves ultra high net worth individuals, couples, families and family offices.
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EPISODE 31: Positive Psychology: Finding the Balance When Working With Families
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