Latest / Wealth Solutions Report Podcast
Timewise Financial’s Caroline Piehl Discusses Next Generation Leadership In Wealth Management
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
Laurie Stack, Host of the Talent Stack podcast, speaks with Caroline Piehl, Managing Partner and Financial Advisor at Timewise Financial, about leading a family practice through succession and serving younger clients. Piehl draws on her swimming career at UC Berkeley and brand strategy work at Nike to explain how adaptability and continuous learning shape her approach.
After succeeding her father, Piehl retained the firm’s integrated tax and wealth planning model while gradually changing…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.