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	The Ultimate Preparation for the Unexpected From the most urgent, like granting access to passwords. To the technical, like creating a manual for systems in your home To the nostalgic (assembling a living memory)
More Case Studies
Avantra Family Wealth »	Exit and Retirement Strategies Inc. »	National Wealth Partners »	Ela Financial Group »

The Ultimate Preparation for the Unexpected

From the most urgent, like granting access to passwords.
To the technical, like creating a manual for systems in your home
To the nostalgic (assembling a living memory)

More Case Studies

Avantra Family Wealth »

Exit and Retirement Strategies Inc. »

National Wealth Partners »

Ela Financial Group »

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BEST PRACTICES
	5 Ways to Connect With Your Next Generation of Clients » Over the next 30 years, more than $30 trillion will be passed down from Baby Boomers to Generation X to Millennials. How are you connecting with the next generation of clients? Key Takeaways Importance of connecting to your next generation of clients. Actionable strategies to bridge the gap to the next generation. How to become indispensable by treating the whole family as a client.
More Best Practices
5 Reasons Life & Legacy Planning Creates Clients For Life »	Five Ways To Gain - and Keep - Your Clients' Trust »	5 Ways End-of-Life Planning Adds Value to Client Relationships »
How Your Clients Feel About Your Relationship With Their Family »	How To Support Clients Through End-of-Life Planning »	Research Report – Relationship Between Advisors and Client Heirs »

BEST PRACTICES

5 Ways to Connect With Your Next Generation of Clients »

Over the next 30 years, more than $30 trillion will be passed down from Baby Boomers to Generation X to Millennials. How are you connecting with the next generation of clients?

Key Takeaways

Importance of connecting to your next generation of clients.
Actionable strategies to bridge the gap to the next generation.
How to become indispensable by treating the whole family as a client.

More Best Practices

5 Reasons Life & Legacy Planning Creates Clients For Life »

Five Ways To Gain - and Keep - Your Clients' Trust »

5 Ways End-of-Life Planning Adds Value to Client Relationships »

How Your Clients Feel About Your Relationship With Their Family »

How To Support Clients Through End-of-Life Planning »

Research Report – Relationship Between Advisors and Client Heirs »

ADVISOR SPOTLIGHTS
Annette Adamska Founder Back Up Your Life	Brian Case CFP® Partner Elevage Partners	Kim Kenawell-Hoffecker Founding Partner Avantra Family Wealth	Kyle Imhof Director of Technology Clintsman Financial Planning

ADVISOR SPOTLIGHTS

Annette Adamska
Founder
Back Up Your Life

Brian Case CFP®
Partner
Elevage Partners

Kim Kenawell-Hoffecker
Founding Partner
Avantra Family Wealth

Kyle Imhof
Director of Technology
Clintsman Financial Planning