Keep Clients Forever: Accelerate Your Success with the Multigenerational Planning Conversation

Video Transcription

Video Summary

Cindy Arledge, a second-generation real estate investor and author, discusses the importance of multi-generational planning to create generational wealth successfully. She emphasizes the need to shift the conversation from just retirement planning to planning for a hundred years into the future. Cindy encourages advisors to engage in appreciative inquiry, focusing on possibilities and values rather than just fixing problems. She suggests involving the entire family in gifting conversations and ensuring that wealth growth is automated to impact the family positively. Through stories and insights, Cindy highlights the significance of discussing aging, death, and money early on to help families navigate these topics with openness and preparation. Overall, Cindy advocates for connecting with family members, setting shared visions, and building a strong advisory team to ensure successful wealth transfer and family development.

Keywords

Cindy Arledge

real estate investor

generational planning

generational wealth

retirement planning

appreciative inquiry

family involvement

wealth transfer