Community Foundation Sonoma County
Posted on May 15, 2015 by Leanna Edwards
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At the April Professional Advisor Seminar, family philanthropy expert, Sharna Goldseker shared research pertaining to how different generations’ world view. The original study has been adapted for use by professional advisors.
This guide to multigenerational clients provides valuable insight into their world views and tips to best work with them.
Category: Advisor Newsletter Tags: Advisor Newsletter May 2015, Professional Development
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Community Foundation Sonoma County | 120 Stony Point Road | Suite 220 | Santa Rosa CA 95401 | P: 707.579.4073 | Tax ID# 68-0003212
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