Liz Miller

Do your clients have confidence in their investment portfolios? Do they know if they are on track to reach their lifestyle and legacy goals? Do they use yellow pads and spreadsheets to keep track of each different account, not knowing how it all performs or works together? A goal-oriented approach simplifies their lives, offers measurable results at every step and returns that personal sense of control even as they rely on professionals (like you) to manage their wealth. Learn how you can help build their goal-oriented portfolio. Leave with a clear sense of purpose and a roadmap, independent of stock market booms and busts.

Do you have clients that are considering gifts and legacy planning for their family? Many advisors are realizing that parents want to share their financial success with children and grandchildren but are concerned about supplanting their personal drive. Families with good relationships are often unable to even broach the subject of gift or estate planning and wonder how to start these conversations. And most who do address these issues, struggle to choose strategies given their unique family circumstances. If this sounds familiar, you will enjoy this presentation in which we introduce a variety of ideas to help you – and in turn your clients – achieve goals and start the conversations with their families.

Multi-generational advising has become increasingly important for advisors. As fresh technology and new modes of communication come into play, the next generation will have different needs and desires. In this presentation, you will learn how you – as strategic advisors –can translate and incorporate the financial picture of a client from one generation to the next. You will also learn how to help their adult children think about how they’re going to grow their family and save for their own kids.