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In Conversation with Dr. Jim Grubman: How Do We Help Our Clients While Taking Care of Ourselves During Crisis?
This is an unprecedented time. For many of us, the anxiety - our own and our clients - is palpable and preoccupying. As advisors to family enterprises, we can find ourselves immersed in complex conversations with our clients feeling woefully unprepared and unsure what to say or do. If you are feeling the pressure of caring for your clients, your family, and your business, you are not alone.
Jim Grubman has generously offered to share his perspectives, experiences, and practical recommendations about making it through this very difficult time, including how to take care of ourselves and our families. This conversation, moderated by Ruth Steverlynck, will be open to you to ask questions and participate in the discussion.
Jim reminds us that, during this time, we need to share our emotional reserves with each other, whenever we can. That is what we will all be doing on April 9 at 1:00 pm EDT via Zoom.
Questions for Jim Grubman?
Submit questions to our presenter ahead of our virtual conversation when registering for the event. Questions will be accepted until end of day, Tuesday, April 7.
Dr. James Grubman, Ph.D.
Dr. Jim Grubman of Family Wealth Consulting is an internationally-recognized consultant, speaker, and educator in the multidisciplinary field of family wealth psychology. Dr. Grubman has provided services to individuals, couples, and families for nearly 40 years. In addition to his work with client families, Dr. Grubman has collaborated or consulted with single and multi-family offices, institutional financial firms, and independent wealth management advisory firms. Dr. Grubman is a lecturer and facilitator in Harvard Business School’s “Families in Business: From Generation to Generation” program. Dr. Grubman is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations, a ground-breaking explanation of how individuals and families can adjust to wealth effectively over time. He is also the co-author of Cross Cultures: How Global Families Negotiate Change Across Generations with colleague Dennis Jaffe, PhD.
Ruth Steverlynck, LL B (hons), FEA
Ruth Steverlynck is a founding partner and Principal with Your Family Enterprise Advisors Inc. She specializes in helping families build the capacity to transition their wealth in a purposeful and meaningful way. Her great passion is working with families to help navigate this complexity – planning for the human/relational aspects of wealth transition, fostering positive communication, managing upsets and developing key competencies needed to realise aspirations.
Please Note: This event is open to advisors only.
FEAs who attend this session will earn 1 continuing education credit toward their annual FEA designation requirement.