Generational intelligence
Developing strategies for retaining and growing client assets as they transfer from one generation to the next requires knowing how different age cohorts think. In this program you’ll find a presentation and client tools that explore generational intelligence, offer ways to communicate your value up and down the family tree, and unlock strategies for retaining assets through wealth transfers.
Using generational intelligence: presentation
This presentation reviews the different mindsets among generations, and offers strategies for retaining assets through generational wealth transfers.
For financial professional use only
Using generational intelligence: family life organizer
This family life organizer helps you assemble records for assets held across generations.
For financial professional use only
Use generational intelligence: family meeting agenda
This family meeting agenda helps document meeting notes regarding asset transfer across generations.
For financial professional use only
Using generational intelligence: survey
This family financial education survey informs the family education and planning discussion.
For financial professional use only