Financial Institutions

How We Work With Financial Institutions

"I've been in the industry for 31 years, at two different firms, and this is the best training program I have attended." - Carroll J., Senior Wealth Advisor

Our advisor training programs set the standard in the industry for next generation wealth transfer planning and tools . . . the next big differentiator in wealth management.  We introduced this topic more than six years ago at a Barrons conference. Since then, no one has duplicated our research, our tools or the results our advisors achieve with affluent families. Advisors who have completed our training have significantly changed their practices by:

  • Deepening relationships with their best clients
  • Building new HNW client relationships
  • Expanding their network of other trusted advisors

Learn more about the benefits of generational wealth transfer planning training.

Our number one focus is helping financial advisors take the next step to become the Trusted Family Advisor . . . one whose client is now the entire family. 

 

 

 

 

 

 

Becoming the Trusted Family Advisor is the next big differentiator in how wealth managers define and deliver advice to successful families to grow their businesses.

 

How Firms Engage Us: 

  • Our 1-Hour Workshops set the stage for how advisors can participate in The Great Wealth Transfer and meet the changing needs of affluent families. Learn more
  • Our 3-Hour Workshop  is highly interactive and explores 10 new opportunities for advisors to deepen relationships with the entire client family. Learn more
  • Custom Workshops. Learn more

Ask your investment partner to sponsor one of our workshops for your advisors. Download a copy of our 2016 Speakers Bureau with a complete listing of our presentations, workshops, speakers and trainers, and price list. 

Contact Us. Or Call To Learn More. 626.389.8664

NEW GAME-CHANGING BOOK

A Must Read for HNW Families and Their Advisors

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GOING BEYOND THE MONEY

Learn to Build Lasting Relationships with Generational Families

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The Great Wealth Transfer™: Insights Into Giving While Living

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