And then from that, has it achieved what you would have originally hoped that it would achieve looking back now, six, seven years since that was first came into fruition?

I think it's definitely achieved what we hope for and more.

It's gone way beyond.

It's been very well accepted in the industry.

It's been quoted often, cited often.

I think it really did its job of moving the field forward.

And I think it's because of some of the clean sheet ideas and original thinking that the working group in the Institute brought to the project.

And somehow who's going to do that for the client? Are they going to do it themselves?

As the generations go on and there's less connection often through that original wealth-making story, what do you see in regards to the care and the connection levels within the business amongst those rising gens? How do they interpret the wealth that is being presented to them and notions like stewardship?

The purpose of wealth is often very different for each generation, and often very different for each person in the family.

Let me give you an example.

I often do values exercises like Dennis' Values Edge cards, and there are others, with families, and we talk about various things.

Many wealth creators will speak not of intending to create wealth, but of two other things.

They wanted to simply be successful, and with success came the money.

They also wanted security.

How does that work? And tell us about the questions you use.