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TRANSCRIPT
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
DOES IT PAY TO BE A MULTI-GENERATIONAL ADVISOR?
ADAM CUFR, RICP®
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
WHAT A MULTI-GENERATIONAL ADVISOR IS NOT
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
BEING A MULTI-GENERATIONAL ADVISOR IS ABOUT PREPARING
ONE GENERATION TO PROPERLY EQUIP THE NEXT
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
1. WHAT
2. WHY
3. HOW
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
WHAT:
WORKING DEFINITION OF MULTI-GENERATIONAL ADVISOR
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
AN ADVISOR WHO FACILITATES PLANNING FOR MULTIPLE GENERATIONS OF A FAMILY, ACHIEVING THE FULLEST EXPRESSION OF WHAT WEALTH MANAGEMENT IS.
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
WHY: WHAT ARE THE REASONS FOR AND BENEFITS OF BEING A MGA? SUSTAINABLE REVENUE SUCCESSION PLAN PROFIT
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
HOW: –STRATEGY –MESSAGE IMPLEMENTATION –TECHNOLOGY
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
• STRATEGY – FAMILY IS THE HIGHEST PRIORITY IN OUR CLIENTS’
LIVES – WE HELP THEIR CHILDREN “GET OFF ON THE RIGHT FOOT, FINANCIALLY.”
– UTILIZE PLANNING PROCESS TO ADD VALUE TO NEXT GENERATION
– LEVERAGE TOOLS AND TEAMS TO FACILITATE THIS RELATIONSHIP WITHOUT DILUTING YOUR TIME
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
• MESSAGE IMPLEMENTATION – COMMUNICATE WITH YOUR IDEAL CLIENT IN A
WAY THAT FACILITATES A RELATIONSHIP WITH THEIR CHILDREN
– SPEAK TO THE PERSON YOUR IDEAL CLIENT WISHES TO BE (THROW AHEAD OF THE RECEIVER) • LEAD THEM • INSPIRE THEM • EQUIP THEM
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
• TECHNOLOGY – SCALABLE COMMUNCATION TO ALLOW FOR
LOCATION-INDEPENDENT RELATIONSHIPS – SCALABLE INVESTMENT TOOLS – ROBO-ADVISOR,
FINANCIAL PLANNING SOFTWARE (KEEP COSTS LOW TO ENSURE RELATIONSHIPS ARE PROFITABLE)
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
SERVING OUR CLIENTS’ PRIMARY NEEDS LEADS US TO THEIR FAMILY.
SETTING YOURSELF AND YOUR PRACTICE UP TO SERVE THE NEXT
GENERATION HAS IMMEDIATE AND FUTURE BENEFITS.
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
MESSAGE + PROCESS + TECHNOLOGY = A NEW DIMENSION FOR YOUR
BUSINESS
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
DON’T JUST TAKE IT FROM ME, ASK YOUR CLIENTS WHAT’S
MOST IMPORTANT TO THEM
AUGUST 5-7, 2015 THE VENETIAN | LAS VEGAS
Presented By:
DOES IT PAY TO BE A MULTI-GENERATIONAL ADVISOR?
ADAM CUFR, RICP®