Why Your Relationship With Your Advisor Matters: A Young Inheritor Turned Legacy Coach Offers Reflections from Life and Work With Kristen Heaney Beyond The Balance Sheet Podcast

Kristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode, Kristen shares how her being a young and unprepared inheritor after her father’s early death colored the passion she has for her work as a wealth legacy coach and consultant and her advice to both financial advisors and families of different generations.
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