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On Wall Street
June 1, 2012
Denise Federer |
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.   |
Financial Advisor
November 2006
Bruce W. Fraser |
The Ethical Testament These days, it's not so much how much money you give but why. One concept gaining momentum among financial advisors is ethical wills. The document is a way to share beliefs and memories with heirs and friends, though not legally binding. |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
Investment Advisor
October 2010
Olivia Mellan |
A Willful Purpose There's more to life -- and death -- than money. A purposeful will embodies and affects the transfer of a client's emotional legacy along with financial wealth. |
Investment Advisor
December 2006
Olivia Mellan |
Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer. |
On Wall Street
February 1, 2013
Denise Federer |
Guiding a Client's Moral Legacy An ethical will can ensure the positive impact of your client s life on future generations. |
Financial Planning
October 1, 2006
Cal Brown |
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. |
On Wall Street
June 5, 2009
Denise Federer |
Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets. |
U.S. Banker
February 2007
Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
On Wall Street
April 1, 2012
Todd Colbeck |
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? |
On Wall Street
December 1, 2012
Denise Federer |
Communicating with Various Generations With four different generations in the workplace, communication is an essential skill for working with high-net-worth families. |
The Motley Fool
December 29, 2006
Dan Caplinger |
Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive. |
Registered Rep.
February 25, 2014
John Kador |
The Rep's Guide to Ethical Wills Advisors who can assist clients with the transfer of their intangible legacy as well as the transfer of their material assets will reap the benefits of better serving their existing clients and the inheritors of the legacy. |
Investment Advisor
January 2006
Olivia Mellan |
The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients. |
Financial Advisor
July 2004
Leo Pusateri |
Delivering Your Value How financial advisors can earn the right to the value connection. |
The Motley Fool
October 13, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: Choosing Heirs Do you go for what's "fair," or do what your heart tells you to do? No matter what, meet with an attorney to plan your estate, including drafting an ironclad will, as well as a living will. |
On Wall Street
April 1, 2013
Denise Federer |
Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness. |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
On Wall Street
May 1, 2013
Lorie Konish |
Younger Clients Need More Direct Contact from Advisors Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey. |
Financial Planning
February 1, 2005
Jennifer A. Liptow |
White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance. |
Financial Planning
October 1, 2013
Ann Rieder |
Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs? |
Financial Planning
September 1, 2011
Scott Schutte |
Suddenly Wealthy Newfound wealth may bring a major life change for clients, often stirring a range of complex emotions. |
Investment Advisor
October 2006
Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
The Motley Fool
June 30, 2004
Dayana Yochim |
Write a Different Kind of Will An ethical will leaves your family with something more important than money. |
On Wall Street
August 1, 2012
Denise Federer |
The Perks and Perils of Working in the Family Business You may not work with your relatives but many of your clients probably do. Being aware of the personal and financial impact of such unresolved conflict can enhance your understanding of some of the issues your clients in family businesses may be facing. |
Investment Advisor
April 1, 2011
Olivia Mellan |
And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly |
On Wall Street
March 1, 2012
Michelle Lodge |
Five Questions With Phyllis Weiss Haserot What should financial advisors note when working with clients of different generations? Advisors may have to adjust their choice of communication to suit the client, says the author of the new book Generations & Money: Talk About the Last Taboo. |
Financial Planning
February 1, 2005
Abigail La Croix |
5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life. |
Investment Advisor
April 2010
Lewis Schiff |
Advisor, Understand Thyself Financial advisors need to understand themselves and their inner drivers, as well as their clients'. |
HBS Working Knowledge
March 30, 2015
Davis & Pellegrin |
Managing the Family Business: Preparing to Sell Most families are loath to sell the legacy business, but there are good reasons to do so, says John A. Davis. |
AskMen.com
Ross Bonander |
Fatherhood Guide: Communication Communication is a challenging area of parenting, and many fathers struggle to communicate effectively with their children, so you're hardly alone. Proper communication will help you grow closer to your kids. |
Financial Planning
December 1, 2011
Paul Schervish |
Why Give? When planners help clients manage their wealth, it is important to help them recognize the deep emotional sources of philanthropy. |
Registered Rep.
February 28, 2007
Kristen French |
Bringing Up Baby: Advising the Rich on Their Kids Financial advisors have a great opportunity to win wealthy client loyalty -- with just a little extra work -- by helping out with the kids. |
Investment Advisor
March 2010
Lewis Schiff |
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers. |
The Motley Fool
September 6, 2005
Dayana Yochim |
Why Windfalls Make Us Worry What at one moment seems like a wonderful opportunity often becomes tainted with guilt and confusion at best, and sibling rivalry and financial paralysis at worst. With these steps, you can avoid the agitation that too often comes with an inheritance. |
BusinessWeek
November 28, 2005 |
Book Excerpt: Resonant Leadership To manage other people effectively, you must first understand yourself. Try the following self-discovery exercises. |
AFP eWire
April 7, 2014
Pena & Eustace |
Ethics Is Not A Game Of Jeopardy At the recent AFP International Conference in San Antonio, we turned ethical issues into a fun, and noisy game of Jeopardy and we had a full house. |
AskMen.com
Mr. Mafioso |
Mafioso: Securing Your Family Legacy One way to live forever is by securing your family legacy. Here's how. |
On Wall Street
October 1, 2010
Denise Federer |
The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them. |
