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This Listening Guide accompanies the Study Group, Client Conversations: What's Your Enough and Why? You've probably heard the phrase, “how much is enough?” But what does that really mean and why does it matter? What is the value of a finish line? How do you confidently approach this topic with your clients? Determining “how much is enough” starts with you. In this session, Alan Gotthardt will discuss the potential for this life-changing conversation in your own family that will allow you to naturally take clients along on the journey.
Alan Gotthardt is the managing director and chief investment officer of TriniD Capital, a private investment company based in Atlanta, Georgia. Formerly the president of Brightworth, Alan was part of the leadership team that built Brightworth into a nationally recognized fee-only wealth management firm. Before that, Alan was a Certified Public Accountant in San Jose, California and in the Atlanta office of Ernst & Young. Alan is the author of The Eternity Portfolio, a book on faith-based philanthropy. Alan and his wife, Melissa, are the parents of three children.