Download your free "How to Have a Successful Family Money Meeting" Planning Guide and bonus "Family Money Meeting" Checklist. These handy tools will help you:
- Set up and lead family money meetings
Learn how to ensure everyone leaves the meeting with less stress – and higher trust in you as the family's financial adviser. - Preserve more business
Help keep funds from shifting to another adviser when your client's children start making decisions about inheritance. - Help grow your book of business
Position yourself as the family adviser early on – so you're seen as their adviser when the children start to build lives of their own.