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

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Pdf Summary

The document discusses strategies for financial advisors to enhance client relationships through multigenerational planning conversations. It emphasizes the importance of creating generational wealth and highlights the risks associated with traditional wealth transfer methods. By focusing on multigenerational planning, advisors can set themselves apart by helping families retain wealth beyond the third generation. The text outlines six strategies for advisors to get started, such as utilizing appreciative inquiry, identifying client risks, and extending planning conversations to 100 years. It also stresses the need to involve the entire family in the planning process and offers tips for deepening client relationships through small changes. Overall, the document aims to provide practical insights and tools for advisors to accelerate their success and keep clients for generations to come.

Keywords

financial advisors

client relationships

multigenerational planning

generational wealth

traditional wealth transfer

appreciative inquiry

client risks

planning conversations

family involvement

client relationships enhancement