A Lurking Danger You Need To Warn Your Clients About

A Lurking Danger You Need To Warn Your Clients About

A Lurking Danger You Need To Warn Your Clients About There is nothing wrong with putting on a dinner or lunch for prospects while you give them a pitch about a product you like. But unfortunately, a free meal brings people out, especially older folks and they become...
Best Practices For Success With Family Meetings – CFP Approved Course

Best Practices For Success With Family Meetings – CFP Approved Course

“Best Practices For Success With Family Meetings” Register Now • More Information The family meeting is the bedrock of a successful intergenerational wealth transfer.  But how does the financial professional conduct these? What are the right ways and wrong ways to go...
Improving Intergenerational Wealth Transfers – CFP Approved Course

Improving Intergenerational Wealth Transfers – CFP Approved Course

“Improving Intergenerational Wealth Transfers” Register Now • More Information Summary of course: It’s pretty well known that intergenerational wealth transfers fail about 70% of the time. What makes the other 30% successful?  If you’d like to learn how you can help...

Financial Advisors: Will You Get Fired By Your Clients’ Adult Kids ?

With $30 trillion in wealth being transferred between generations now and over the next decades, advisors are missing a huge opportunity.  If you are fine with losing your chance to retain the next generation after your current clients transfer their wealth, do...