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Today, trusted advisors prepare assets for heirs... going forward trusted FAMILY advisors will look beyond the money to include the entire family in the new inheritance conversation as a new resource on generational wealth transfer and planning.
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, during and after the wealth transfers, advisors need new knowledge, new training and new tools.
Advisors leave our training programs fully prepared to to differentiate their practices from competitors and grow their businesses as the trusted family advisor.
Take a moment to answer our 10-question Wealth Advisor Self-Assessment. Then, see how well you scored (see below) and what actions to take to ensure the longevity of your business.
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, and equipping advisors to attract, engage, and retain generations of affluent families.