What We Offer
We give Advisors the skillset and toolset to become the Trusted Family Advisor® to generational families during the Great Wealth Transfer.
FOUNDATIONAL TRAINING SERIES
“Preparing HNW Families to Prosper & Thrive Across Generations”
Presented in progressive 1-hour sessions.
Session 1: The Great Wealth Transfer & The New Role of Trusted Family Advisor
Session 2: Becoming The Trusted Family Advisor
Session 3: 5-Step Action Plan: Building a Multigenerational Clientele
Includes our collection of 4-page Family Wealth Conversation booklets with checklists and tools in fillable PDF format. Available for co-branding.
3 CE CREDITS: CFP®
“No one in the industry is providing these kinds of programs, tools and resources.”
— John. J., Senior Wealth Advisor
For more information about our advisor training and client events, contact Carol Sherman at csherman@preparingheirs.com
