At Institute for Preparing Heirs, we partner with financial firms to provide wealth advisors with training and tools to take their businesses to the next level − the Trusted Family Advisor®. Advisors embrace the entire family as their clients and prepare them to prosper and thrive . . . across generations.
Retain Your Top Advisors . . . Keep Your Clients' Kids
The stakes just got higher. A staggering amount of multigenerational wealth is expected to transfer in the coming years—far more than previous reports have anticipated. There’s a real risk to your firm of losing the inheriting generation.
What can your firm do now to prepare, and retain, your top advisors?
Trusted Family Advisor® Workshop For Your Financial Advisors
This transformational workshop offers new strategies, tools and actions to prepare advisors to move the client conversation from money matters to family matters. This workshop sets a New Gold Standard in the financial services industry for generational 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