Great Wealth Transfer #3

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2M ago 41:53

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In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and estate planning by collaborating with clients and lawyers to effectively educate families and mediate complex issues throughout the process.

Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/ Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/ Amplify Wealth Website: https://www.amplifywealth.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327

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