• Legacy: Why Should Anyone Care?

    Why should anyone care about this concept of Legacy? Why should you or your clients concern yourself with the creating a Legacy that extends beyond financial assets? Traditionally the term “legacy” has been used in the financial and estate planning circles to describe how to transfer wealth (money and property) to others after death. And while the main focus of most financial professionals is to…

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  • Help Your Clients Create a Legacy That Extends Beyond Their Financial Assets

    Truly earning a client or prospect’s trust goes beyond understanding the issues about the assets you manage for your clients or the concerns that they articulate. By inviting clients to discuss more than just traditional investing, you become a trusted advisor in all aspects of their financial lives, beyond their investment portfolios. This helps separate you from less experienced advisors, who may consider topics like…

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  • Capitalize On The Largest Intergen Wealth Transfer In History

      Utilize Legacy To Capitalize On The Largest Intergenerational Wealth Transfer In History The Opportunity: Every year for the next 50 years, $1 trillion will pass from one generation to the next, resulting in the greatest wealth transfer in the history of the United States – (Schervish 2001). For financial advisors the question becomes, “Who will heirs turn to for guidance in managing that wealth?” – Engaging…

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