Fly fishing and generational wealth planning have more in common than one might think, according to Tim Scannell.
In part one of his five-part series, Tim explains why he encourages clients to “look downstream” to create generational financial plans that build wealth far into the future
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In this episode, you will learn: Why Tim strategically helps clients focus on their long-term planning in finance About the importance of building the right team to execute the client’s goals, rather than defaulting to the team that’s been around the longest About Tim’s experience with building a standout team (both internally with staff and externally with buyers) and the difference it makes in the long-term And much more!
Join Tim for part one of this miniseries and don’t forget to look for the next episode!
Resources: HighTower Great Lakes