Generational intelligence to build a sustainable and growing practice
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 whitepapers, presentations, workbooks, and surveys 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.
This presentation explores the mindsets of different age groups and offers strategies for retaining assets through generational wealth transfers.
This workbook guides you though the mindsets of different age groups and offers strategies for retaining assets through generational wealth transfers.
This flyers highlights how the generational intelligence program explores different mindsets and offers strategies for retaining assets in wealth transfer.
Family life organizer
This family-life organizer helps you assemble records for assets held across generations.
Family meeting agenda
This family meeting agenda helps document meeting notes on asset transfer across generations.
This family financial education survey helps determine needs for education planning.