Advisor Training
THE GREAT WEALTH TRANSFER®
Becoming the Most Trusted Family Advisor to HNW Families
Advisor Training hosted by Pareto Systems, a leader in practice management and coaching for financial advisors
Presented in 3 live progressive webinars (1 hour each)
This program includes:
- Generational Wealth Conversation Toolkit with client-facing resources
- 3 CE credits: CFP® & Investments and Wealth Institute for CIMA® and CPWA®
- Framed Certificate of Completion
Why this training now: Hear Pareto System’s Duncan MacPherson and Institute for Preparing Heirs faculty Dr. Karen Weisgerber dive into the most pressing concerns facing affluent families today. Listen here
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 why you need to be prepared to capture a greater share of The Great Wealth Transfer by addressing the evolving needs of HNW families as their most Trusted Family Advisor®.
- Gain new insights into what HNW families value most from their advisors beyond financial planning investment, tax, and estate planning.
- Understand and apply broader definitions of ‘family’ and ‘family wealth’.
- Discover the impact of family dynamics and intergenerational relationships and their effect on successful wealth transitions and a family’s legacy.
SESSION 2: Becoming The Most Trusted Family Advisor
Dive into what is needed to elevate and solidify your role as the most Trusted Family Advisor® with actionable insights, tools, and proven practices
- Explore new generational wealth conversation topics and tools that help prepare families for a smooth wealth transfer.
- Discover how to offer value and generational wealth planning as an extension to your traditional financial planning process.
- Learn best practices for leading family discussions that showcase what your professional services include for the entire family.
SESSION 3:
5 Step Action Plan: Building and Keeping a Multigenerational Clientele
Learn how to put your training and tools to work! Take your role as the most Trusted Family Advisor® to the next level by first knowing who each family member is and then by mastering strategies that attract and retain these multigenerational families. This session equips you with a step-by-step Action Plan on how to build deeper connections across generations and differentiate your practice.
- Learn when and how to use practical Generational Wealth Conversation tools to facilitate meaningful discussions about wealth transfer.
- Set yourself apart from competitors by becoming known as the go-to resource for multigenerational families.
- Expand your client base and secure long-term relationships by tailoring how to use the family tools with your HNW client families and prospective HNW families.
“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
INVESTMENT: $1850 USD. Includes all 3 Sessions plus tools, CE credits, and Certificate of Completion
KEY TAKEAWAYS
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.
- 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
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.
