This brief, complimentary course/webinar for advisors will help you to assist your clients with their greatest challenges: those that involve the impact of wealth on their family members and future generations.
This course has three parts:
Part 1: What's In
It For You?
A new approach to family wealth preservation and how it can help you, your clients, and your firm
Part 2: Pain Points & Pain Relievers
The problems that families of wealth face and why they can be so hard to address
Part 3: Steps to
Consider
How to think about offering family wealth preservation services at your organization
Get Started Now!
Family Wealth Ways
Available in
days
days
after you enroll
About Tom Gorman
Tom Gorman, founder of Family Wealth Ways, is an author, coach, workshop facilitator, and marketing strategist.
Check out Tom's books on Amazon HERE.
Think creatively...
...about your business and clients
Expand your knowledge...
...of how wealth impacts your clients
Take steps...
...to enhance your client relationships