Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more
for our Advisor Members. With over 150 resources available, we hope that this guide will inspire
you to explore the resources most helpful to you and your client-families.
At this seminar, Richard Orlando explored unique ways to be more intentional in building relationships and bringing value to your RisingGen clients. He highlighted a 5 step process to implement with your clients. Dr. Orlando also addressed the use of AI and how it can be used to not replace, but enhance the value of this high touch human work. He concluded with a 3 part challenge to put this learning into action.
In this video from our Legacy Profiles series, Richard Orlando and Grant H. discuss his family’s approach to integrating married-ins, their perspective on prenuptial agreements, and maintaining equity and ownership tied to the bloodline while still honoring and including those who marry into the family.
This questionnaire is designed to help you better understand and support your RisingGen clients by gaining insight into their unique interests, goals, and values. By using this tool, you’ll be equipped to support their personal growth and ensure their voice is meaningfully reflected in their family’s long-term vision.
