Advisor Training
THE GREAT WEALTH TRANSFER®
Becoming the Most Trusted Advisor to HNW Families
ONLINE ADVISOR TRAINING
Go at your own pace!
Presented in 3 Progressive Webcasts (1 short hour each)
Includes our Family Conversation Toolkit
3 CE credits! CFP® & Investments and Wealth Institute for CIMA® and CPWA®
INVESTMENT: $475. Includes all 3 Sessions plus tools, CE credits and Certificate of Completion
What advisors are saying:
“That was incredible. Very informative, inspiring and
directly on point for where I want to go in my practice. Well done!”
“This was a superbly delivered webinar. Excellent content.
Opened my eyes, ‘I don’t know what I don’t know.’”
SESSION 1: The Emerging Role of the Trusted Advisor & Changing Expectations of HNW Families
Explore opportunities to capture a greater market share of The Great Wealth Transfer. Learn what HNW families expect from their Advisors, how to apply new definitions of ‘family’ and ‘family wealth’, impact of family dynamics on succession and legacy, and the importance of preparing women for family financial leadership .
Learn to use new Family Conversation tools one-on-one or as a Family Meeting topic:
- Family History & Legacy
- Family Financial Fitness
SESSION 2: Becoming The Most Trusted Family Advisor
Dive into what parents value most (based on original research), best practices for leading successful Family Meetings (plus topics that showcase YOUR value), benefits to families of prioritizing core values for how wealth is used in a Family Mission Statement, and more!
Learn to use new Family Conversation tools one-on-one or as a Family Meeting topic:
- Estate Planning
- Roles for Beneficiaries
- Guide to Family Meetings
SESSION 3:
5 Step Action Plan: Building a Multigenerational Clientele
Begin with Family Conversation tools:
- Keepsakes, Art & Collectibles
- Legacy Travel Fund
Use our 5 Step Action Plan to differentiate and grow your HNW business as the MOST Trusted Advisor– one who looks beyond the money to develop many different relationships with the entire family, and addresses the family’s need to be prepared for the successful transition of wealth.
“After 25 years as an advisor, this training has changed my priorities. My client is now the entire family and my focus includes the future success of the children.”
− Diane P., Senior Wealth Advisor
3 CE CREDITS: CFP® & Investments and Wealth Institute for CIMA® and CPWA®
INVESTMENT: $475. Includes all 3 Sessions plus tools, CE credits and Certificate of Completion
WHY THIS TRAINING . . . AND WHY NOW
Learn New Ways to Build Lasting Client Relationships
HNW families have an advisor for estate, tax, and insurance planning. What they want is a most trusted advisor to be the ‘go to’ advisor who coordinates their entire team. Be the advisor who not only manages assets, but also helps prepare the children–your future clients–for a successful wealth transfer – when beneficiaries receive and manages wealth in a manner to foster their development, lifetime goals and passions.
Ask yourself: How much time do you spend now helping clients prepare their children for inheritance?
If YOU don’t have a relationship with the children of your top clients, those assets will be managed by somebody else. Assets YOU worked hard to grow!
HNW families appreciate that you care about the future success of their children and offer new ways to bring their family closer together . . . before, during and after wealth transfer. You benefit by greater retention, referrals and business growth.
Gain The Advantage as The Most Trusted Advisor
- Build stronger client family relationships at a time when the face of wealth, and needs of successful clients, are changing
- Address the family’s need for the successful transfer of wealth in order to keep your best client families and their assets
- Build a distinct competitive advantage to attract new HNW families from competitors who are not prepared to keep them
- Differentiate and grow your HNW business with a new skillset, toolset, and mindset as the Trusted Family Advisor
- Adapt to a new dynamic for how, and what, advice is delivered to HNW clients
All families can benefit from a well planned wealth transfer — whether they have $1 million, $10 million or $100 million in assets.
Leave With Family Tools Competitors Don’t Offer
Makes it easy to have conversations with families they’ve never had before with their advisors . . . and their children.
