Branch Managers

Increasing sales and assets under management are undoubtedly among the top priorities for your branch. It is also no surprise that these goals can be accomplished by helping your financial advisors increase referrals and retain more of the assets you already have.

Over the next several decades, this country is expected to experience one of the greatest transfers of wealth from one generation to the next. Estimates of how much money people will leave behind average about $41 trillion. To capitalize on this massive amount of money changing hands, we need to build deep and meaningful relationships with our clients.

This great opportunity, however, is being met with failure. In fact, 95 percent of advisors lose the business of the next generation when the key owner dies.¹ Why? Because financial advisors are focused on the wrong theme! They are intent on helping clients create an “estate plan” that focuses on inheritance rather than helping them plan a legacy that incorporates the non-financial aspects of their life. In other words, advisors need to focus more on managing their clients’ LIVES than their MONEY.

Legacy planning addresses these important issues, resulting in deeper, more meaningful relationships with your clients. It's a truly unique service that allows you to help your financial advisors to stand out in a crowded field.

¹Greshem, Steve, “Zeroing in on the Managed Account Customer,” Registered Rep, January 1, 2003.