Workshops for Your Financial Advisors

"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 workshops set the New Gold Standard in the industry for generation wealth planning and tools . . . the new differentiator in wealth management.  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 their best client families
  • Building new HNW client relationships
  • Expanding their networks 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. 

 

 

 

 

 

 

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. 
  • Our 3-Hour 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. 

 

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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