Families today are focused more on growing and keeping the Intangible wealth in their family (i.e., “Who we were, who we are, and who we want to be?”), yet most advisors only know how to help them with the Tangible assets (i.e., the financial assets and planning structures).

Offensively and defensively, you need to be able to help clients with the intangibles.

— Offensively, this messaging is differentiating firms and helping them attract significantly more business.

— Defensively, other firms that have added these services are getting new clients from firms that don’t have these capabilities, like yours.

We can add Family Legacy services to your offering.

1. We can be your part-time private labeled Family Legacy team member, there when you need us but not a full-time expense.

2. We can train you to be your Family Legacy guru, delivering tools and training, allowing your team member to:

• Do family legacy assessments to see if the family is prepared.
• Link the assessment to the tangible wealth and plans.
• Introduce tools to help the family create and maintain a legacy process for your firm and your clients.

3. We can be a preferred vendor that you refer clients to when needed.

4. We can participate in your marketing events and client appreciation events, delivering state-of-the-art Family Legacy Insights with great take-home value.

• Increased client relationship expansion and more new client development
• Long-lasting client relationships into the next generation and beyond
• Strong foothold in Family Office market
• Productive collaborations with advisors, charities, affinity groups, and companies that can refer business

Advisors who are effectively helping families with these family and legacy concerns and that have a strong culture of sales are growing their businesses with true organic growth. Let us help you grow.

•  Flat negotiated fee for scope of contract and number of days/month
• Then a day rate or hourly rate beyond contracted number of days (plus expenses)

We can add a culture of sales to your organization. Wealth Management firms frequently have a “Culture of Service” that is strong, producing high client satisfaction and retention. However, they rarely have added a healthy culture of sales to drive new business. “Prospects can’t see that your offering is irresistible until they feel that where they are is intolerable!”

• Train your people in our proprietary W.I.S.E. Sales Training Practice – Wealth Insights Shared Effectively.
• Create messaging that unearths a prospect’s unknown or underappreciated need, then motivates prospects away from status quo and towards your unique solution.
• Create supporting marketing and advertising material.
• Train your client-facing people in the methodology and the messaging.
• Train your managers in hiring, role playing, and coaching to support the process and create higher accountability – all within a culture of sales AND service.
• Help you create ongoing activities to work with your family members

• Increased client relationship expansion and more new client development
• Long-lasting client relationships into the next generation and beyond
• Reproducible culture of sales in hiring, training, coaching, messaging, and delivery
• Targeted and productive marketing and advertising
• Strong foothold in Family Office market
• Messaging and stories that help internal cross-selling. For example, Commercial Lenders able to drive their lending clients to the Wealth & Family Office side of the house.
• Productive collaborations with advisors, charities, affinity groups, and companies that can refer more business
• Employee Gains: respect for company, their role in the company, and senior management – leading to higher employee retention, fulfillment, pride, drive, clarity. National Consistency!

Advisors who are effectively helping families with these family and legacy concerns, and that have a strong culture of sales, are growing their businesses with true organic growth. Let us help you grow.

• Flat negotiated fee for scope of contract (creating sales and marketing materials, designing and creating sales messaging unique to your firm, delivering sales training, training managers in coaching and role playing) and number of days/month
• Then a day rate or hourly rate beyond contracted number of days (Plus Expenses)