Episode 117 – Preparing Clients and Protecting Funds – With Karl Frank

Karl Frank is the president of A&I Financial services based out of Colorado, a company set on helping a number of successful families grow and protect their investments. 

Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Karl discuss the role of a generational advisor and the importance of financial literacy for all demographics. 

Also discussed:

• The background of the second generation family firm
• How to get families to open up as a unit about the sometimes taboo topic of financials
• Preparing families for intergenerational wealth transfer
• The firm’s focus on woman’s wealth and wellness
• Reflections of the challenges through this past year of change from an asset management perspective
• The worries and trepedations related to cryptocurrency
• Communicating financial literacy to the younger generations

 

Resources: 

• A&I Financial Services
• Axos Advisor Services

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