Episode 2 – Looking Downstream: Part 1

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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.

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