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: Prepare
Q1 2023 Quarterly Seminar: Sparking a First Generation+ Mindset in the RisingGen
In this Q1 2023 Quarterly Seminar, the Legacy Capitals team introduced Advisors to the concept First Generation+ Mindset, which describes a RisingGen…
Q4 2022 Quarterly Seminar: 3 Ways to Connect With Your Client-Families at Year-End
In this Q4 2022 Quarterly Seminar, the Legacy Capitals team presented strategic and practical ways that you can capture the attention of your clients …
Q3 2022 Quarterly Seminar: Helping Your Clients Move Towards Transparency With Their Adult Children
In this Q3 2022 Quarterly Seminar, the Legacy Capitals team presented some strategic and intentional steps your clients can be taking to begin pulling…
My Prediction about the Future Advisor
In this article, Dr. Richard Orlando discusses his predications about the future advisor.
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.
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.
Q2 2022 Quarterly Seminar: The Art of Legacy Planning
AVAILABLE TO BASIC MEMBERS THROUGH APRIL 24, 2023.
In this Q2 2022 Quarterly Seminar, the Legacy Capitals team presented how Whole Family Advisors ca…
Q1 2022 Quarterly Seminar: Connecting with your RisingGen Clients
In this Q1 2022 Quarterly Seminar, the Legacy Capitals presented four common "tangles" that RisingGen family members commonly face
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…