A framework for success part 1: Engagement
Here, we introduce our framework for success on wealth transfer and explore the ways in which advisers can engage with the primary client and their children.
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Why is legacy planning a difficult topic?
Legacy planning is an inherently difficult topic for many people. In this short video, we run through the different individuals and relationships that form part of the conversation between the adviser, the primary client and their beneficiaries.
Role of the adviser
In this video, we look at the fundamental role of an adviser and apply this to the conversation about intergenerational wealth transfer.
A framework for success part 2: Proposition
This video covers the second half of our framework for success, which focuses on the advice proposition and how advisers can position their services according to the needs and preferences of different generations.
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