Wealth 3.0: From Fear to Engagement for Families and Advisors

(opens in new tab)(opens in new tab)This article (opens in new tab)was the first description of the Wealth 3.0 paradigm that Jim Grubman first outlined in a 2019 conference keynote and then published as a book in 2023 with co-authors Dennis Jaffe and Kristin Keffeler. It outlines the fundamentals of the four professional areas in which a new, unified, and more positive field of wealth advising must develop: practice, professional organization, education, and research.