Synopsis
Against the backdrop of today s many political and fiscal system dysfunctions, author and financial advisor Gary Klaben declares that America s future is still exceptionally bright. Figuring out how to unlock the needs of today s individuals and families defines the challenge of achieving a better future. Done right, the next great wave of business innovation, wealth creation and family well-being can soon be unleashed. Changing the Conversation -- taking note of today s anxieties in the workplace, in communities and in homes -- argues that a new kind of conversation is urgently needed. People require a new and profound support system involving mutual trust, long-term relationships, interdependence, intimate knowledge and practical consolidation to reduce complexity and live simpler, happier lives. Changing the Conversation outlines the journey from dependency to mastery, from self-discovery to multigenerational financial and family realization. It is filled with insightful, even startling, conversations about what really matters and how to think, prioritize and act. But before you can start to decide the optimal structuring of assets, cash flow, taxes and estates for a family, you must first appreciate the emotional steps necessary to truly transform financial and family well-being. All of us must anticipate change, prepare to manage it, and seek to lead it whenever possible.
About the Author
Author Gary Klaben is president of Coyle Asset Management, an investment advisory firm located in Glenview, Illinois, near Chicago. In addition, he heads Protinus, an intellectual property firm that helps financial advisors deliver deep support to their clients. Over the past quarter-century, Gary has provided high-touch holistic financial services to business owners and other high-net-worth families. Since 2000, he has written a quarterly newsletter on important non-financial issues facing his clients and their families. He has conducted dozens of seminars, workshops and webinars on various business subjects, and has participated in panel talks regarding financial services. A 1979 West Point graduate and former infantry officer, Gary received his Chartered Financial Consultant (ChFC) designation in 1989 and Master of Science in Financial Services (MSFS) in 1995. Gary's book is a call to action for individuals, for families, for clients, for financial advisors -- for anyone who cares about the long-term future.
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