The Brower Quadrant
Financial advisors today need to take a more holistic approach to helping the wealthy manage their assets. That approach covers more than just money or other financial assets. It includes all of the assets of an individual or family and includes real core assets such as health, values, education, family wisdom, as well as other assets not normally addressed. This session was based on a book called The Brower Quadrant, by Lee Brower which lays out a new way to approach family wealth, and not just for the super-rich. The concepts outlined in this course help today’s advisor address all of the facets of true wealth for their clients.
Download Handbook Here: Brower Quadrant: a new way to approach family wealth