Literature Results Page
This brochure and the associated client-approved tools and resources are designed to provide you with new ideas and insights on connecting with the future generations of your most valued clients. Includes sample dialogue for family meetings and key roles and responsibilities.
- PUB ID: TAPX016215
A presentation that explains the connections that advisors can make with their clients families. Includes tips on setting up a family meeting and sample dialogue to use that will help advisors connect with the next generation.
Presentation outlining tools and resources designed to help you and your family plan effectively for the future, particularly in the event of an emergency, health crisis or untimely death.
Definition, description and listing of key duties performed by an Advanced Health Care Directive.
- PUB ID: TAPX016164-W8
Designed to help clients centralize the important information they need for their family and/or loved ones. Covers everything from finances to health care, and could serve as a key resource in the case of an emergency, major life event, illness or death.
- PUB ID: TAPX016164
A client facing one pager that quickly outlines the Family Linking Program documents
- PUB ID: PFSX117354
Offers vital information and a formal process for advisors looking to transition from a transaction-based to a fee-based advisory model.
- PUB ID: TAP2008
Important insight on how emphasizing your value proposition can lead to more informed clients, a greater appreciation for the service you offer, and an increased share of assets from current and prospective clients.
- PUB ID: TAP2015
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