Advisor Guide: First Generation+ Mindset Checklist
Use this guide together with the First Generation+ Mindset Checklist to help LeadingGen family members empower and equip their RisingGen to effectivel…
Tag: pro post
Preparing the Rising Generation: An Intentional Approach
Share this article with clients to help them reflect on what preparation means to their family, explore ways to prepare their RisingGen and offer prac…
The Blessings and Burdens of Wealth: A Guide for Families
This article explores the unique impact that wealth can have on families and offers ways to maximize the blessings and minimize the burdens that accom…
Legacy Profiles: A Family Member POV on Successfully Managing Fair vs. Equal
In this video from our Legacy Profiles series, Richard Orlando and Jim A. discuss lessons learned from navigating the division of assets amongst sibli…
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…
Building a Legacy: Best Practices for Preparing Your Family Plug-And-Play Client Presentation & Presenter Notes
Engage your clients by introducing them to legacy planning with this presentation which includes a plug-and-play editable slide deck and presenter not…
Whole Family Advisor RisingGen Action Guide
Use this guide to structure your conversations with LeadingGen clients and enhance your discussions with the recommended resources.
Whole Family Advisor LeadingGen Action Guide
Use this guide to structure your conversations with LeadingGen clients and enhance your discussions with the recommended resources.
Legacy Profiles: A Family Member POV on Transparency and Teaching Values
In this video from our Legacy Profiles series, Richard Orlando and Jim A. discuss the impact associated with a lack of transparency, how that influenc…
Legacy Profiles: A Family Member’s Advice for Enterprising Families
In this video from our Legacy Profiles series, Richard Orlando and Grant H. discuss how to thoughtfully prepare and integrate the Rising Generation in…
Legacy Profiles: A Family Member POV on Starting a Family Council
In this video from our Legacy Profiles series, Richard Orlando and Brittney R. discuss the basics, purpose, and value of starting a family council.
Legacy Profiles: A Family Member POV on Family Philanthropy Approaches
In this video from our Legacy Profiles series, Richard Orlando and Grant H. discuss his family’s approach to philanthropy, including their experienc…