On this episode of The WealthTech Podcast, host Mark Wickersham sits down with Whitney Kenter of Glowe Connective to explore the human side of wealth management and family dynamics. Whitney brings decades of experience from her career in wealth management, where she honed her focus on family dynamics, communication, and generational differences. In this candid conversation, she explains how her work evolved from traditional financial planning to addressing the real challenges faced by families navigating significant wealth transitions.

Whitney discusses how shifting demographics with millennials and Gen Z (now making up nearly 70% of the workforce) are reshaping the industry. She shares insights on why wealth managers need to move beyond technical financial strategies and embrace a more holistic approach that addresses trust, communication, and cultural alignment within families. Through her journey, she reveals the importance of creating a supportive environment that not only manages assets but also nurtures the relationships and values that bind a family together.

Key topics include:

• The evolution of wealth management to include family dynamics and culture
• The challenges and opportunities presented by generational differences
• Strategies for effective communication and trust-building in family offices
• The role of leadership in transforming corporate culture and internal dynamics

Whitney’s engaging storytelling provides both a personal and practical perspective, offering listeners actionable insights into fostering unity and longevity in family wealth. ​

Watch this Interview: https://youtu.be/K6JjXLSThUc

About Whitney Kenter
Whitney is the Founder and CEO of Glowe Connective and is an industry speaker and expert in business leadership. With more than two decades of experience in business advisory, financial services, and executive leadership, she has held the roles of CEO, managing member, and board member. 

About Glowe Connective
Glowe Connective is a business "un-consultancy" that addresses the most powerful opportunity in every business: unleashing human energy. To learn more about Glowe Connective please visit gloweconnective.com.

About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.