Family Meetings Can Provide Opportunity

Summertime can mean more families are getting together with their loved ones. Now may be a perfect time to reach out to your clients and see if they would like to set up some time with you to help them navigate the important discussion of wealth transfer with their family members. Getting this time can help you build your client relationships and potentially create future sales with their families.

Use the guide below to help you plan and execute your family meetings this summer and year-round.