A successful advisory business is one predicated on trust and strong relationships, often built over a number of years. However, it's important to lay an equally strong foundation with your clients' heirs in the process–after all, more than 70% of beneficiaries are likely to fire their parents' existing advisor upon inheritance.
Our upcoming webinar on Friday, December 10th at 9am PT/ 12pm ET will explore how advisors can work with clients' family stakeholders across multiple generations to create a unifying family wealth mission statement. This rewarding process can establish and codify a durable set of family values and shared roadmap for the future; it may also facilitate a smoother transition of assets to inheritors.
Sign up today and join us as we discuss:
- the purpose and importance of a family wealth mission statement
- the role of the advisor in initiating and facilitating discussions around family legacy and mission
- how to engage different generations around their values
...and more. We look forward to seeing you!