Our Workshop Speaker

We are pleased to welcome Kathleen Pritchard as our National Training Director.

There is no one more qualified than Kathleen to deliver an outstanding workshop experience for your financial advisors. 

Meet Kathleen . . . 

Sybil Praski joined the Institute for Preparing Heirs after a 30 year career as a successful financial advisor and founder of her own LPL-affiliated firm. As an advisor she took great pride in helping her clients achieve both their financial goals and their personal aspirations. Always looking beyond managing the money, Sybil was an early adopter of generational wealth transfer planning, embracing the entire family as her client by becoming their Trusted Family Advisor. Sybil experienced the positive impact of helping families prepare their children for inheritance which proved to be a major differentiator in her practice growth and value. Through her work with the Institute, Sybil brings her enthusiasm, insight and a keen understanding of the new opportunities advisors have to differentiate and build their practices by offering new generational wealth transfer planning tools and resources to successful individuals and families.

Kathleen is a dynamic, engaging and passionate speaker with 30 years of experience in the financial services industry, providing advisors with innovative ways to look at their businesses and client bases. As National Training Director for the Institute for Preparing Heirs, Kathleen brings a keen understanding of the new opportunities financial advisors have to differentiate and build their businesses by offering new generational wealth planning tools and resources to successful individuals and families as a Trusted Family Advisor—one who prepares the entire family to thrive and prosper across generations.

She began her career as a financial advisor and has held various roles including Sales Management, Training, National Accounts and Marketing. Most recently, she was a Managing Director and Head of Advisor Business Development for Legg Mason Global Asset Management. In this role Kathleen founded and led the firm’s award winning value-added offering, The Advisor Partnership Program, and was a Global Spokesperson representing the firm at industry conferences and events across the United States and the UK. Kathleen has been interviewed by Investment News, Financial Planning, Market Watch, Ignites and FundFire and received additional press coverage from the WSJ Blog, Financial Advisor IQ, ThinkAdvisor.com and wealthmanagement.com.

Kathleen holds the Certified Private Wealth Advisor (CPWA®) certification, the CHARTERED RETIREMENT PLAN COUN­SELORSM (CRPC®) designation, the Certified Fund Specialist® (CFS®) designation and the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.

To find our more about our advisor workshop, The Great Wealth Transfer: Preparing Families to Thrive & Prosper Across Generations, contact Kathleen at [email protected]

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NEW 3-HOUR WORKSHOP FOR WEALTH ADVISORS

 

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GOING BEYOND THE MONEY WHITEPAPER

Learn to Build Lasting Relationships with Generational Families

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