2025 Annual Professional Advisor Virtual Continuing Education Seminar скачать в хорошем качестве

2025 Annual Professional Advisor Virtual Continuing Education Seminar

In this powerful presentation, Susan R. Schoenfeld explores how advisors can deepen their client relationships by addressing the emotional and human aspects of wealth management — the “soft” issues that are often overlooked but critically important to client families. Too often, advisors focus solely on performance and products. This seminar shifts the lens toward what truly keeps families of wealth awake at night — communication, values, legacy, and family dynamics. Key Takeaways: What is the biggest challenge of raising the next generation of wealth? How to help clients answer: How much to give, when, and what to say about it? Why communication around wealth is vital — and how to help clients shape that narrative. How to define family values, culture, and legacy through structured family meetings. The role of family philanthropy and why community foundations may be ideal partners. How to navigate and advise on “equal vs. equitable” inheritances.