TRUSTED FAMILY ADVISOR® WORKSHOP

 

The Great Wealth Transfer®: Preparing Families to Prosper & Thrive Across Generations

 

"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

This transformational workshop is the New Gold Standard in the financial services industry for generation wealth planning and tools.  We introduced this topic more almost a decade ago at a Barrons conference. Since then, no one has duplicated our workshop content, tools or the results our advisors achieve with client families. Advisors who have completed our workshop have significantly changed their businesses by:

  • Deepening relationships with client families
  • Attracting new high-net worth client relationships
  • Expanding their networks of other trusted advisors

Meet our workshop speaker, Kathleen Pritchard

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.

Download our Advisor Workshop Brochure

 

 

 

 

 

 

Our Trusted Family Advisor®  Workshop is highly interactive and explores 10 new opportunities for advisors to deepen relationships with the entire client family and build competitive advantage in their communities. 
 

Advisors earn 3.5 continuing education credits from CFP Board  and Investments & Wealth Institute® towards the CIMA® and CPWA® certifications. 

 

Ask your investment partner to sponsor one of our workshops for your advisors. 

Contact Us. Or Call To Learn More. 626.389.8664

The Institute for Preparing Heirs (IPH) is a service firm and does not sell any financial products and does not provide any legal, tax or investment advice. 

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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