You want the Great Wealth Transfer
to grow your firm through genuine relationships…
not cause you to lose clients.

And you want client referrals to be given easily and abundantly…
never out of a sense of obligation or pressure.

But it’s kind of awkward, right?

Because no one wants—to get or give—a sales pitch
…but most people do like:

• Appreciation and acknowledgement

• Sharing their story

• Feeling like (and knowing) their life has significance and meaning

• Parties!
  

  Here’s how you can pull this off:

• Select at least a few clients to honor each year. Maybe you choose clients who are retiring, getting married (remarried), celebrating a significant wedding or work anniversary, the birth of their first grandchild, or milestone year with your firm
  

• Send them to me and I’ll take care of all the production and coordinating of creating their legacy film. For you, this part is 100% turnkey—once you’re my client, all I need from you is a simple introduction with contact information for your client.
  

• Host a red carpet client appreciation event. Give them the star treatment!
  
  Invite your clients, their friends and family. Everyone will enjoy watching each other’s mini-documentaries! Families will bond and the second generation will get to know you in the context of hosting this really special event —you’ll solidify a trusted family relationship that can last for generations to come. Your client’s friends will start asking about how they can get in an event like this (answer=by becoming your client!)

“To improve relationships across generations, Cerulli recommends making family events a regular part of the advisory process.

‘Extending interfamily relationships to involve the entire range of stakeholders rather than just the current controllers of that wealth will create a greater sense of responsibility and inclusion among heirs that will help in the likely case that more complex discussions about management of the family’s wealth occur in the future,’ concludes Horton.”

(Read more.)