Intergenerational wealth transfer represents one of the largest attrition risks to advisers' book of business. But there are steps they can take to build better relationships with an entire family by meeting the family's specific needs and serving the family better. In turn, this will help extend advisers practice to the next generation.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Course Information
Course Date:
October 03, 2018
Course Objectives
  • Create an action plan for key clients, based on their specific family dynamics
  • Identify what relationships are at risk if a wealth transfer event occurs
  • Develop relationships beyond the primary decision maker by using new insights on family dynamics
FPA Annual Conference 2018: All in the Family : Generational Wealth Transfer
Speaker Information
Jean Dunn, CFP   [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
This course is no longer available for purchase.