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

In this session, discover how to confidently initiate the multigenerational planning topic with potential and existing clients as well as your network of influencers to attract new clients, increase referrals, and help clients thrive generationally. Attendees will learn the ingredients for creating generational wealth, confidently communicate the key advantages of the multigenerational planning method, and identify minor tweaks to your existing practice to deepen relationships with existing clients.

Learning Objectives:

1. Discover the ingredients for creating generational wealth, or wealth that stays in the family past the third generation
2. Set yourself apart from the competition by elevating the conversation about what’s possible with multigenerational planning
3. Identify the smallest change you can make in your existing practice to build deeper relationships with your clients’ families