As aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. However, getting introductions to clients’ family members can be a challenge!

In this podcast, Duncan speaks with Jackie Wilke, Vice President and Advisor Consultant at First Trust. They unpack strategies to help you attract and retain clients for multiple generations by developing a Multi-Family Office (MFO) client experience.

Duncan and Jackie discuss:

• How to demonstrate your genuine care for clients without seeming too sales-y
• The “family phone call” exercise that positions you as a family advisor 
• Tips to help you navigate complex family conversations with clients
• Content marketing ideas to create significant value for your target audience
• The importance of building a multi-generational client base
• And more

Click here to listen to the Podcast