How Leah Wehinger Helped Build a Unified Planning Model at Truist (EP. 27)

Leah Wehinger, Head of Investment Advice & Solutions at Truist Wealth, joins CAIS Live Conversations: Building With Alts to unpack how her team is scaling advisor education and access to private markets. She and host Alex Cavalieri discuss her views on integrating investment strategy with planning, supporting wealth transfer with a multi-generational lens, and designing products with client objectives in mind. From simplifying alts education to unifying advice, Leah shares how Truist is looking to reshape the wealth experience.  Chapter 1. One Firm, One Voice [05:14] Chapter 2. Scaling Trust Without Losing the Human Touch [07:45] Chapter 3. Why She Doesn’t Say “Alts” [11:58] Chapter 4. Designing the Purpose-Driven Wealth Experience [18:50] Chapter 5. What Leah Thinks Might Break the $84 Trillion Wealth Transfer [25:12] Chapter 6. Tech That Actually Helps Advisors [33:50] Chapter 7. When Public and Private Markets Converge [38:41] Chapter 8. Advice for the Next Generation [43:55]