The Legacy Conversation: A Powerful Way to Deepen Your Connection to Clients and Prospects

How do we as advisors have those important conversations with clients about how to pass their values on to their next generation in a business succession scenario. Values that are based in work ethic, family, philanthropy, and faith have had much to do with the success of the family business. A successful transfer can be all the more satisfying when those legacies are an intentional part of the succession plan. When you can initiate and lead that conversation, you will become a more valuable resource to your business owner clients. In this presentation, we will outline some strategies that will give you the confidence to lead your clients into this space and generate productive outcomes.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Rick Abbondanza, Esq. and Stan Miller, Esq.