"Your training program is
a game changer."

— John J. CIMA, Wealth Advisor

"You've set a new standard in the
financial services industry."

— Michael M., CIMA, CFP, Wealth Advisor

"A light has gone on.
I'm energized to educate my clients and prepare them
for the inevitable."

—Thomas F., Wealth Advisor

For Wealth Advisors
The Great Wealth Transfer
Advisor Training

November 2-4, 2014

NEW! Retaining Family Assets After Wealth Transfer


The Great Wealth Transfer: Attracting, Engaging & Retaining MultiGenerational Families, Pepperdine University, Malibu, Ca. Group discounts available. Learn more.


Today, trusted advisors prepare assets for heirs... going forward trusted family advisors will also prepare heirs for assets. 

How will this build your HNW business?

Keep the spouse and children as clients: Over 90% of heirs change advisors upon receiving their inheritance 

Retain the assets: The majority of unprepared families lose control of their assets and family cohesion in 1-3 generations after the estate transfer

Capture new affluent clients from competitors who are not prepared to retain them!

No matter how well advisors prepare the assets for heirs, advisors typically aren't aware of what families have done to prepare the heirs to receive and manage those assets . . . unless the advisor asks. To have this new and challenging conversation with the parents (typically the clients) before the wealth transfers, advisors need new knowledge, new training and new tools.

Our training programs, tools and services were created to provide these new skills and new priorities to wealth advisors. We offer corporate training programs and open-enrollment programs for individual advisors to attend. 


We bring advisors and families closer together by providing advisors with tools, training and on-going support to prepare families for successful generational wealth transfer.

Contact Us. Or Call To Learn More. 626.389.8664


GOING BEYOND THE MONEY: Learn To Build Lasting Relationships With Generational Families

Whitepaper: Going Beyond the Money


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