Maximizing Family Connections

Expanding Your Reach Through Family Connections

Financial Advisors should position themselves as resources for those who matter most to their clients, extending beyond immediate family to include important individuals like siblings or in-laws. The value of proactive outreach is highlighted by the opportunity to build relationships across the family tree. By emphasizing a service-oriented approach, advisors can connect with multiple generations and capitalize on wealth transfer opportunities that are happening now.

Stream the entire podcast featuring Jackie Wilke, VP of Advisor Consulting at First Trust, by clicking one of the links below:

Apple Podcasts:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb