Great Wealth Transfer #1

Ensombl Advice Australia

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2M ago 40:11

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In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approaches for high net worth families, and preferences among younger generations.

Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/ Harry Mantzouratos LinkedIn: https://www.linkedin.com/in/harry-mantzouratos-8670781/ Much More Than Money Website: https://muchmorethanmoney.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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