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'Thinking Big' About Our Work Advisors have a terrific upside if they can embrace the challenges.   |
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Mission And Purpose Financial planners can't make up their minds about what they do, why they do it or for whom it is done. |
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The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships. |
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The Heart Of The Issue One advisor makes tape recorded conversations of his clients lives, both to understand them better and to create a lasting legacy for their families. |
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Engaging The Money Forces Financial advisors' unique challenge is to understand money, and help others comprehend it and engage. This means knowing it thoroughly, recognizing its history and its cultural contexts. |
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Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner. |
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Digging Deep One of the most important conversations you can have with your financial advisory clients is about their values. Once you are proficient at helping clients determine what their deepest values are, you'll have a solid basis for building trust and lasting client relationships. |
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Try A Little Gratitude Money is humanity's most profound creation. Isn't some appreciation in order? |
