Ideal presentation for advisor meetings and conferences. The topic includes a professional designed PowerPoint presentation, white paper and suggested resources for advisors to use with families.
The Great Wealth Transfer — Moving Conversations From Money Matters to Family Matters
Why do the great majority of estates fail after the assets pass to the heirs? Is it advisor missteps or family dynamics? Should advisors pay as much attention to preparing the heirs as they do to preparing the assets? How will this help grow an advisor’s high-net worth business? This highly relevant presentation makes the case that today’s trusted advisors become Trusted Family Advisors® by embracing a new set of opportunities that go beyond investment management and tax efficiencies.
CE Credit: CFP Board and Investments & Wealth Institute® towards the CIMA® and CPWA® certifications
“I’ll be implementing what I learned in my practice, and believe it will help increase retention and attract higher net worth prospects.”
— Kathy W., Managing Director