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Attract 5 – 20 New HNW Clients In 2022 By
Creating Relationships With Their Adult Children
Thursday June 9 2022
1:00 PM EST to 2:00 PM EST

15 or 30 CE Credit Webinar!
A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children.

Limiting beliefs include; "It's too challenging and time-consuming to create meaningful relationships with my client's adult children."

Why are these results happening?

  • 66% of adult children fire their parents’ financial advisor after they inherit their parents’ wealth
  • 88% of those who chose not to work with their parents’ advisor never even considered doing so
  • 75% of investors say their adult children have never met their advisors
  • 50% worry that their children will lose the wealth their family built 
  • 20% agree that their adult children are well prepared to handle family wealth 
  • 70% of wealthy families lose their wealth by the 2nd generation

Tomorrow is too late as 60% of affluent investors met their first financial advisor before 45 and one-third before they were 35.

Successful Relationship Marketing To The Adult Children Of Your Higher-Net-Worth Clients requires understanding and implementing:

  1. Create an Intergenerational Value Proposition to be used for Meetings / Speaking, Brochures, Direct Mail Letter / Postcard, Email Campaigns and Website 
  2. Implement 8 Steps to Segment Current Clients & Adult Children
  3. Develop the All About You and Your Children Discovery Process 
  4. 7 Steps to help your Clients Understand the Value of Multigenerational Risk Management and Investment Planning that lead to Adult Children Introductions 
  5. Create Key Steps and Strategies for Successful Family Meetings
  6. Upgrade Technology 
  7. Create / Research Intergenerational Clients Interest Content Marketing for Direct Mail Letter / Postcard and Email Campaigns
  8. Implement a Personalized Intergenerational Social Media Campaign 
  9. Create a Client Gifting Program 
  10. Create and Implement an Educational & Theme Event Plan
  11. Write Job Description & Hire Client Relationships Manager 

Join Simon Reilly of Leading Advisor, an expert speaker, author, and business coach with 20 years of experience working virtually with financial advisors. Simon is an Advocis, FPA, GAMA, MDRT, NAIFA, NAILBA, TEDx and WIFS Speaker. Learn how to write a clear, concise, and profitable plan to retain your clients by building a solid relationship with the adult children of your clients.
T: 250-248-6012 / 1-877-248-6012
F: 1-866-902-4066
E: lreilly@leadingadvisor.com
www.leadingadvisor.com
Leading Advisor Inc, Box 507, Parksville BC Canada V9P 2G6
Earn Your CE Credits in the Comfort of your Home!

How it Works
 
Attend the 1 hour webinar and receive 1 CE credit. AB, MB & QC residents receive no CE credits. Then choose between Option 1 OR Option 2.
 
OPTION 1 - After the webinar, you can complete up to an additional 14 CE credits by using our Online Courses for a total of 15 CE credits. AB, MB & QC residents, you will receive access so that you can complete 15 CE Credits by using our Online CE credit courses.
 
You will have 60 days to complete them
 
Only: $109.00 + TAX
 
OR
 
OPTION 2 - After the webinar, you can complete up to an additional 29 CE credits by using our Online Courses for a total of 30 CE credits. AB, MB & QC residents, you will receive access so that you can complete 30 CE Credits by using our Online CE credit courses.
 
You will have 60 days to complete them
 
Only: $169.00 + TAX

Pro-Seminars | www.pro-seminars.com