An Index of The 50 Most Popular Resources
Related Content
Q2 2024 Quarterly Seminar: Understanding How to Serve the Unique Needs of RisingGen Clients in Their 20’s
In this Q2 2024 Quarterly Seminar, Kristen Heaney from the Legacy Capitals team, had a conversation with two RisingGens who reflected candidly on the decade of their twenties. They focused on their mindsets at the time as it related to family wealth and family office roles.
Sample Advisor Letter to RisingGen Clients
Use this sample letter, or parts of it as a way to initiate a conversation with your RisingGen client. It’s not always easy to know how to connect in the beginning, so let this be your guide to getting started.
Building Connection with the RisingGen: An Advisor Guide
This advisor guide can help get you started in developing relationships with your RisingGen clients. It’s not always easy to know how to connect. Gain some insight into what is on their minds, specific ways to connect as well as questions and prompts to help keep the momentum with an authentic relationship.