What Does Love Have to Do with Serving Clients?
Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving…
Category: Basic
An Index of The 50 Most Popular Resources
Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more for our Advisor Members. With over 120 resources availabl…
The Parenting Butterfly Metaphor
Enjoy this conversational video from Legacy Capitals on the topic of parenting and empowerment.
Does Culture Really Eat Strategy? The Importance Of Family Business Continuity Planning
In this article, Richard Orlando discusses the vital role that both strategy and culture play in the success, or failure, of family businesses.
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 …
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.
4 Tips for Millennials Coming Into Family Wealth
This article, written by Dr. Richard Orlando, outlines 4 tips to help millennials prepare for the opportunity and responsibility of wealth.
TIG Talk – A Script for Your Next Family Conversation
This video describes a scripted conversation designed to help parents and their adult children connect and communicate.
My Prediction about the Future Advisor
In this article, Dr. Richard Orlando discusses his predications about the future advisor.
Reflections of a NextGen’er
This reflection was written by Kristen Heaney, a second generation family member who stepped into family leadership roles at a young age after her fat…
Super Special Family Tree Project
This print-and-play supplemental activity invites you to make a family tree with a young person after reading Kristen Heaney's children's book.
Pivot Pow Wows
This article discusses how to effectively and efficiently facilitate family conversations related to pivoting strategy if needed.