Client As Family
This program is designed to help advisors evaluate the opportunity to serve the client's entire family, identify which skills needed to serve multigenerated family members the advisor must acquire, and refine the advisor's branding messages to optimize the benefits of their approach.
- Identify the drivers for redefining the Client as Family
- Redefine the value proposition to reflect the broader family services
- Recognize the impact of the economic value of a family
- Correlate the economic value of Client as Family to the value of the practice