Professional Resources

CASE STUDIES
	How FIM Group Grows Its Practice With Everplans » FIM Group has served clients as a global investment manager and financial planner since 1984. Their mission is to ensure that their clients have the resources they need to support the quality of life they desire. “Every person we’ve on-boarded has made a referral. Every single one.” Key Takeaways How to engage clients and strengthen client relationships. Providing differentiating value to its clients and their families. Building your business through effortless referrals.
More Case Studies
Avantra Family Wealth »	Exit and Retirement Strategies Inc. »	National Wealth Partners »	Ela Financial Group »

CASE STUDIES

How FIM Group Grows Its Practice With Everplans »

FIM Group has served clients as a global investment manager and financial planner since 1984. Their mission is to ensure that their clients have the resources they need to support the quality of life they desire.

“Every person we’ve on-boarded has made a referral.
Every single one.”

Key Takeaways

How to engage clients and strengthen client relationships.
Providing differentiating value to its clients and their families.
Building your business through effortless referrals.

More Case Studies

Avantra Family Wealth »

Exit and Retirement Strategies Inc. »

National Wealth Partners »

Ela Financial Group »

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
Richard Collins CFP® Co-Founder Divergent Wealth Advisors	Cory Howes Attorney Forrest Firm	Mark G. Cooke CEO & President Heritage Financial	Randy Dippell Founder LakeStar Wealth Management
Thomas Ela Founder Ela Financial Group	Stephen Brubaker CFP®, AIF®, CLU® Exit & Retirement Strategies

ADVISOR SPOTLIGHTS

Annette Adamska
Founder
Back Up Your Life