Podcasts

As many as 70% of Americans don't have a will, trust, health or funeral directive as the nation gears up for its largest wealth transfer ever.

Helping employees get their affairs in order brings peace of mind and better focus at work.

Curtis Vincent is the CHRO of The Estate Registry, a digital estate management provider that utilizes cloud-based tools and services for inter-generational estate management. 

Dr. Shlomit Wagman is a fellow at the Harvard Kennedy School's Mossavar-Rahmani Center for Business and Government and Allan Lab. She previously chaired the Financial Action Task Force risk working group, held a senior role at the Egmont Group and MONEYVAL at the Council of Europe, and led Israel's Financial Intelligence Unit. She earned her Ph.D. and LL.M. from Yale Law School.

Michael Magnan, founder and CEO of AdvizorPro, is a leading wealth management and financial advisor intelligence platform for smarter prospecting.

Prior to AdvizorPro, he was the vice president of new product development for Nasdaq eVestment.

What was once a niche benefit only offered by tech and financial service companies has expanded to industries of all sizes.

The key to success is to trade in-person meetings for a virtual approach, texts over emails, avoid starting on a Monday, shorten the window and skip 1/1 effective dates.

Ulf Brüning is Principal and International Client Executive Leader at Global Risk Consultants based in Darmstadt, Germany. He has spent nearly 20 years with the company helping some of the world's most successful businesses identify risks and shape their risk management strategies.