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Pre Order the Book Today and get a Free Year of Everplans (valued at $75);

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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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 »


Annette Adamska
Back Up Your Life

Brian Case CFP®
Elevage Partners

Kim Kenawell-Hoffecker
Founding Partner
Avantra Family Wealth

Kyle Imhof
Director of Technology
Clintsman Financial Planning