Building Relationships with the RisingGen Through Life Transitions
This article discusses different ways advisors can connect with RisingGen family members during pivotal moments in their lives such as graduation, mar…
Category: Prepare
Q4 2024 Quarterly Seminar: The Differentiation Playbook: Tools and Tactics for Whole Family Advisors
At the seminar, Richard Orlando provided practical guidance for advisors to position themselves as Whole Family Advisors to retain and attract clients…
Q3 2024 Quarterly Seminar: Road to Readiness:Â Leveraging High Impact Practices for Transformative Learning in Families
At the seminar, Richard Orlando and Mitchell Spearman tackled the question of how to activate learning for the growth and development of RisingGen fam…
Q2 2024 Quarterly Seminar: Understanding How to Serve the Unique Needs of RisingGen Clients in Their 20’s
In this Q2 2024 Quarterly Seminar, Kristen Heaney from the Legacy Capitals team, had a conversation with two RisingGens who reflected candidly on the …
Q1 2024 Quarterly Seminar: Offering Practical Tips to Clients with School-Aged and Teenage Kids
In this Q1 2024 Quarterly Seminar the Legacy Capitals team presented advisors with 3 common financial parenting questions frequently posed by clients…
Q4 2023 Quarterly Seminar: What Does Love Have To Do With Serving Clients?
In this Q4 2023 Quarterly Seminar the Legacy Capitals team presented shared what it means to love one's clients and why this is important to Advisors …
Q3 2023 Quarterly Seminar: Effectively Engage Your Family Business Clients
In this Q3 2023 Quarterly Seminar the Legacy Capitals team presented ways equip Advisors to better understand and expand the value they bring to their…
Q2 2023 Quarterly Seminar: Sparking a Connection with Disengaged Clients
In this Q2 2023 Quarterly Seminar the Legacy Capitals team presented ways to spark the attention of disengaged clients and communicate that, as a Whol…
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 …
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…