Vince McMahon Sr. is best known for founding the company that eventually became World Wrestling Entertainment. In a family business, which the WWE very much is, passing down core values can be a struggle as future generations look to create their own paths.
In this episode, David Lenok is joined by Kelley Wolfington, senior wealth strategist at SEI Private Wealth Management, in dissecting the idea of inheriting values. She reveals the importance of creating conversations between generations to develop an effective plan for the future.
Kelley discusses:
- How the generational divide impacts personal values
- The importance of introducing commonalities between generations
- Where the financial advisor fits within the conversation
- How to have open conversations with advisors with your family members around
Editor’s Note: This episode was recorded before the recent allegations against Vince McMahon Jr. came to light.
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