ECHO | Module 8 | Quiz – The Legacy Advisor Growth Network

Question 1 of 4

What are 4 of the benefits of using the Legacy Family Questionnaire?

Gets G3 into the conversation
You can generate a written Family Financial Philosophy from it
Allows parents to have a conversation with their adult children to set expectations
Helps the advisor be 1 on 1 with G2
Gets G2 into the conversation and elicits their insights and inputs
Allows G1 to fill out to elicit their insights
Allows the parents (G1) to see the expectations that their children have

Question 2 of 4

The Legacy Family Questionnaire was designed for what generation to fill out?

Question 3 of 4

Some best practices to remember about the Legacy Family Questionnaire are: (Select all that apply)

The Legacy Family Questionnaire should be filled out AFTER the Legacy Questionnaire is filled out by the parents
Advisors should introduce it to the adult children (as opposed to the parents introducing it)
The Questionnaire answers will be kept confidential and not shared with the parents

Question 4 of 4

What are some of the topics that The Legacy Family Questionnaire addresses? (Check all that apply)

ECHO | Module 8 | Quiz