Turn-Key Training, Guidance & Support
As an advisor, we know that you are not only concerned with securing new clients through referrals, but you are also concerned with retaining existing relationships. Deepening relationships that will extend to multiple generations of the family, from parents to children to grandchildren is a goal of many advisors. 77% of clients (Morningstar) believe that their family legacy development is one their most important financial needs. Families don’t just want to leave their money as inheritance, but they also want the generations that follow to understand family values, maintain family unity and the rich history of their family legacy.