The Generosity Conversation: Transforming Financial Advice for a Better World.
By
Wealth changes lives.
Wealth changes lives.Wealth has the potential to fix what is broken. It reaches its highest purpose when it fuels generosity of attitude, time, and money. It’s not something reserved for your ultra-wealthy clients. Instead, it is about intentionally making the world a better place for everyone.
During Steve Lear’s financial advising career, he’s had over 40,000 meetings helping clients solve problems and create opportunities. The most rewarding meetings were always those in which clients showed a streak of generosity. While helping your clients make money remains your priority, The GenerosityConversation encourages you to start conversations about why money matters to them.
This practical, accessible book explores the joys of giving. Discover the benefits of discussing values at the same time you talk about wealth. Gain real-world tools to help make The Generosity Conversation part of each client’s enduring legacy.
About the Author: Steve Lear
In a career spanning 45 years and counting, I have devoted my time and energy to personal finance, philanthropy, and leadership training. My role in this community forum expands those interests by creating an interactive learning center focused on generosity, career development, leadership, and financial literacy education. I am passionate about encouraging people to increase their charitable giving to support community organizations.
I am equally committed to helping people develop stronger career and leadership skills as a Kolbe-certified consultant, an advocate for the Entrepreneurial Operating System (EOS), and a past participant in Dan Sullivan’s Strategic Coach program. I have also worked to help the Minnesota Council on Economic Education (MCEE) pass important legislation: beginning in 2025, high school students are required to take a personal finance course before graduation. I continue to promote financial literacy education as an MCEE Board Member.
