Institute for Preparing Heirs helps advisors build lasting relationships with generational families through advisor workshops, tools, and support to help families successfully transfer wealth to heirs.
Why is this workshop important to the future of your business? You'll learn how to:
Advisors typically aren't aware of what families have done to prepare the heirs to receive and manage assets . . . unless the advisor asks. To have this new inheritance conversation with the parents (typically the clients), advisors need new knowledge, new training and new tools.
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.