AB Advisor Institute: What Does a Fishing Knot Have to do With Being a Better Financial Advisor? скачать в хорошем качестве

AB Advisor Institute: What Does a Fishing Knot Have to do With Being a Better Financial Advisor?

For many years most legacy work was done by high-level, bespoke consultants or teams, was very expensive and offered only to families with enormous wealth. All of that is changing today. In this fast-paced conversation, Alex explains how legacy work is now available to families at all levels of wealth and can be provided by financial advisors as part of their Standard of Care of wealth management advice. Alex uses the metaphor of power windows to illustrate how legacy is expanding to more families: when power windows were first introduced they were available only on the most expensive models of cars. Today, with advances in technology, power windows are commonplace. In the same way, support for families that want to create a legacy is now available at scale through a technology-based solution at Total Family. Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach The AB Advisor Institute by AllianceBernstein offers a comprehensive suite of practice management programs designed to help financial advisors grow their businesses, connect more effectively with clients, and lead high-performing teams. Using behavioral science and proven communication strategies, the Institute provides actionable tools and personalized coaching—such as the Digital Coach platform—to enhance advisor-client relationships, improve business outcomes, and support long-term success in wealth planning and management. #alliancebernstein #practicemanagement #kenhaman #abdigitalcoach #ABAI #financiallegacy 00:00 Introduction - Family Legacies 01:48 Introducing Alex Kirby 03:27 Walk Through of "Total Family" 06:52 Level One Legacy Work - Client-Led 08:04 Level Two - Advisor Integration 09:14 Level Three - The Experts 10:46 Total Family As a Vehicle for Helping Advisors 13:00 Looking Forward with the Client 16:40 Self-Awareness: Values, Roles & Finding Meaning to Life 18:34 Writing Notes as a Form of Time Capsule 20:11 Meeting Clients at Their Point of Need 22:37 Four Accessible Starting Points 25:22 The Law of Diminishing Intent 26:26 Becoming a Character of Significance in Your Client's Life 27:47 Wrap Up