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. 

Presentation

This presentation explores the mindsets of different age groups and offers strategies for retaining assets through generational wealth transfers.

Workbook

This workbook guides you though the mindsets of different age groups and offers strategies for retaining assets through generational wealth transfers.

Promo flyer

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. 

Survey

This family financial education survey helps determine needs for education planning.