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WMBC and Human Wealth™ Planning Featured on PracticeLab Podcast
WMBC s President David Coles and the firm s Director of Creative and Wellbeing Evan Coles discussed the firms proprietary wealth management approach for individuals and family owned businesses
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IRVINE, Calif., Feb. 10, 2021 /PRNewswire/ Capital Group, which is recognized as one of the most tenured and one of the largest financial services companies in the world, recently hosted David Coles and Evan Coles on their PracticeLab Podcast. In the special episode, David and Evan share how they worked with a think tank and a team of scientists to develop their proprietary Human Wealth™ planning approach, and how they implemented it into their practice. They also discuss how, as a family firm, they have achieved new levels of success and wellbeing for fellow family-owned businesses and their respective teams through Human Wealth™ planning. Listen to the episode