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In this Q2 2024 Quarterly Seminar, Kristen Heaney from the Legacy Capitals team, had a conversation with two RisingGens who reflected candidly on the …
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…
Share this article with your RisingGen clients who are embarking on their journey of financial adulthood and may need some additional guidance on proa…
This advisor guide can help ensure you've captured all the most important themes, goals, and action steps from a family meeting. It will help you tran…
This article outlines some of the common fears, emotions, and family dynamics that surround prenups and provides strategies to advisors on how to navi…
Share this article with your clients who are beginning to plan their future with their partner and may need some additional education on how to naviga…