This workshop is an interactive 2 hour workshop delivered online via teleconference.
The third instalment of this FBA tailored program will focus on how you can embrace the opportunity to transition your practice to one which looks beyond the money, includes the entire family as the client and most importantly, addresses the family’s need to be prepared for the successful transition of wealth to the next generation
Pre-work is distributed in advance to prepare advisors to engage in real life discussions related to your practices during the workshop.
Attendance at session one is not compulsory to attend subsequent sessions. The workshops are designed to provide you with the tools, resources and information to immediately add value to your client relationships in line with global best practice, and enhance your position as a trusted advisor to take your client relationships, advisory business, and reputation to the next level. This workshop will suit advisors who have been working with multi-generational families and affluent individuals for between 1 and 10 years, from multiple disciplines including accountants, lawyers, bankers, financial planners, investment advisors and wealth managers.
Benefits from completing the workshops include: