Pro Plus Archives

Advisor Guide: Using the Individual Development Plan for Goal Setting with RisingGen Clients

Utilize this guide to using the Individual Development Plan tool when you want to connect with your RisingGen clients around setting goals across all …

Legacy Capitals September 10, 2024

Individual Development Plan: RisingGen Goal Setting Tool

A goal setting tool for RisingGen family members to use, which encourages them to set goals across all 5 capital areas - Financial, Intellectual, Soci…

Legacy Capitals September 10, 2024

Love, Trust, and Transparency: A Guide to Positively Discussing Prenuptial Agreements with Your Partner

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…

Legacy Capitals February 13, 2024

Engaging the RisingGen in Financial Education

This article discusses the importance of educating your children about money and indicates key opportunities found in day-to-day life for engaging the…

Legacy Capitals May 25, 2023

Multigenerational Conversation Guide

This activity offers a guide to help family members have conversations around investing perspective and mindsets.

Legacy Capitals November 16, 2022

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

Legacy Capitals September 22, 2022

After the Last Corporate Paycheck – Preparing Your Family for Your Assets

This article outlines action steps to take after retirement to help in creating a living legacy.

Legacy Capitals September 22, 2022

Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions Ebook

This is an ebook version of Dr. Richard Orlando's book, Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions

Legacy Capitals September 16, 2022

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…

Legacy Capitals September 13, 2022

FISHS Sticky Note Activity

This activity uses the FISHS Capital Areas to help families begin to communicate and plan across all areas of capital, including, but not limited to F…

Legacy Capitals August 26, 2022

Have a First Generation Mindset

Enjoy this conversational video from Legacy Capitals on the topic of the importance for each generation to maintain a first generation mindset.

Legacy Capitals August 24, 2022

Be Adaptive and Innovative

Enjoy this conversational video from Legacy Capitals on the topic of how to best grow into family assets and family expectations.

Legacy Capitals August 24, 2022