Financial professionals at Kuma Financial Group value the guiding philosophy of open communication and serving clients across all cultural backgrounds.
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Family Wealth Advisory | Law | Communication | Social Impact | I help families identify, preserve and transfer their complete wealth across generations.
Wealth without communication is fragile. Exchanging information is the foundation for building and preserving wealth across generations. Misunderstandings, lack of clarity, and assumptions will damage trust and deplete assets. Families seeking lasting wealth must prioritize communication as essential to their success.
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Wealth Advisor | Athletes and Entertainers | Global Families | Endowments & Institutions | Nonprofits | Diverse & Multicultural Markets | Corporate Services | Family Offices
So many firms do well with Asset Allocation. But the key to the successful transfer of generational wealth is Family Engagement; an area in which we specialize. #BernsteinFamilyEngagement
Senior National Director Anne Bucciarelli, CFA discusses the importance of communication among family members, and how to engage different generations through open-ended questions to uncover shared values and family dynamics. Read more in Financial Advisor IQ: https://bit.ly/3zwnKGQ
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MSc. BizComm @WU Vienna | Ex-Corporate Sr. Specialist | On a quest for the right words | Communicating Values | Events & PR
Here it is: communicating #values. Literally 😊 Where #internalcomms meets #externalcomms, BALFIN Group-style, at the Work & Study Fair, (and every other place of values). That’s it. Plain and simple, AI-proof, straight to the point, and for the people. As communication should be. Cheers to values!
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In this clip, Sam Munaco President at Advocate Commercial Real Estate Advisors talks about the importance of timely communication and reciprocity in business interactions. The discussion digs into the unprofessional nature of "ghosting" in the business world, underscoring the negative impact it can have and the need to treat others with the same respect and promptness one expects in return. To hear more from Sam, click the link in the comments.
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Discover the Power of Silence in Communication! Explore embracing silence in communication with Peter Lundberg, a Teller Supervisor at Capital Credit Union in Green Bay. By allowing space for genuine listening and introspection, Peter unlocked an unexpected compliment from his mother, leading to a profound moment of connection and gratitude. #SilenceInCommunication, #MeaningfulConnections, #ListeningSkills, #PersonalGrowth, #AuthenticInteractions, #EmbracingSilence, #PowerOfListening, #CommunicationImpact, #FamilyConnections, #GratitudeJourney, #EffectiveCommunication, #PersonalReflection, #DeepConversations, #RelationshipBuilding, #MindfulListening
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https://lnkd.in/emct3zmq Succession let’s break down the barriers. Have you started your conversation