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AT- webinar series


7 Keys to Create Relationships with the Adult Children of Your HNW Clients

May 17th | 1 pm eastern

A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children.

Limiting beliefs include; "It's too challenging and time-consuming to create meaningful relationships with my client's adult children."

Why are these results happening?

  • 66% of adult children fire their parents’ financial advisor after they inherit their parents’ wealth
  • 88% of those who chose not to work with their parents’ advisor never even considered doing so
  • 75% of investors say their adult children have never met their advisors

Tomorrow is too late as 60% of affluent investors met their first financial advisor before 45 and one-third before they were 35.

Successful Relationship Marketing To The Adult Children Of Your Higher-Net-Worth Clients requires understanding and implementing:
  1. Create an Intergenerational Value Proposition to be used for Meetings / Speaking, Brochures, Direct Mail Letter / Postcard, Email Campaigns, and Website 
  2. Implement 8 Steps to Segment Current Clients & Adult Children
  3. Develop the All About You and Your Children Discovery Process
  4. 7 Steps to help your Clients Understand the Value of Multigenerational Risk Management and Investment Planning that lead to Adult Children Introductions
  5. Create Key Steps and Strategies for Successful Family Meetings
  6. Create / Research Intergenerational Clients Interest Content Marketing for Direct Mail Letter / Postcard and Email Campaigns
  7. Implement a Personalized Intergenerational Social Media Campaign

Simon Reilly Headshot 2019

Simon Reilly
Vancouver, BC
Coach, Speaker, Author, Leading Advisor