The Long Game
The Long Game Creating family clients forever
Creating family clients forever

Your answers are pointing to some thinking around working across generations of clients. Whether it's getting access to the next generation, or accessing the prior generation, understanding the dynamics of how to work with families is critical, so you're thinking about the right things


Here's a resource you may want to take a good look at:


Complimentary Resource

Here's a video to take a quick look at from our Managing Partner, Todd Fithian. Todd talks about "relevance" and one of the most critical things you can do to be relevant to your clients is to work across generations.

The other thing you should consider:

The Advisor Growth Network

Get Started With Online Learning
The other thing you should consider is accessing our Advisor Growth Network. In it, along with a stack of other useful things, is our ECHO course. ECHO is designed to help you take a leadership role when it comes to intergenerational wealth transfer. It prepares you for the conversations you'll need to have, the mindset, process, and tools you'll need and gives you real depth in front of the affluent family.

Speak with an Expert

Keep in mind that our Network is a month-to-month resource. It's not expensive and you don't need to use it any longer than you need to, so it's a smart way to access the training. If you have questions, we're happy to have a chat with you about the best way to handle new opportunities that's clear, respectful, and effective.