Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-335900010.50 Client Care & Practice0.50 Technical Competence0.25 Professionalism and EthicsIn this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and deliver truly intergenerational advice - blending family dynamics, emotional coaching, and smart use of AI to better serve business-owning families across generations.Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/Stephan Independent Advisory Website: https://siadvisory.com.au/Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/General Disclaimer – https://www.ensombl.com/disclaimer/