Category Archives: Deepen Client Relationships


Legacy: Why Should Anyone Care?

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

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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