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Creating Generational Wealth #1
Manage episode 483934740 series 1398082
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer.
Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Tribeca Financial Website: https://www.tribecafinancial.com.au/
For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
1039 episodes
Manage episode 483934740 series 1398082
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer.
Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Tribeca Financial Website: https://www.tribecafinancial.com.au/
For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
1039 episodes
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