Are You Prepared to Engage Your Female Clients?
This article discusses the role women are playing in changing the landscape of the financial industry and the increasing need for Advisors to respond …
Category: Advising UHNW Clients
Help Your Clients Get Started with a Letter of Wishes or Legacy Message
This article provides resources that will help advisors support their family business clients.
Getting Started as a Whole Family Advisor: Red / Yellow / Green Light Framework
In this article, we provide a framework to help Advisors narrow and prioritize which client-families to begin serving with the WFA approach.
My Prediction about the Future Advisor
In this article, Dr. Richard Orlando discusses his predications about the future advisor.
Love Your Clients: The Tale of the Whole Family Advisor®️ Ebook
This is an ebook version of Dr. Richard Orlando's book, Love Your Clients: The Tale of the Whole Family Advisor
Family Business…An Unusual Space of Dual Roles
Learn about the different roles a person in a family business must play and how to navigate between the roles.
The FISHS Framework: Moving Beyond the Financial Capital
This article details the FISHS framework, an outline of the five capitals that we all posses.
Will Your Clients’ Kids Freeze You Out?
In this article, published by Financial Advisor, Tracey Longo discusses the importance for advisors to engage with clients' spouses and heirs.
Family Meeting Invitation Scripts – Advisor to Family & Client to Family
Find scripts that advisors and family members can utilize to invite family members to family meetings.
The Art of Legacy Planning: The Whole Family Advisor’s Role in Helping their Clients Build a Legacy Vision
This article describes the Whole Family Advisor's role in helping their clients build a legacy vision.
The Whole Family Advisor
In this white paper, Richard Orlando makes the case for the Whole Family Advisor approach and offers five steps to transitioning to approaching client…
Tips for Facilitating Virtual Meetings
This video and accompanying article offer some key logistics tips to have an effective virtual family meeting.