It is recommended that you review this document in conjunctions with the life stage checklists. Each life stage has a complimentary checklist which outlines the requirements and process to comprehensively service that market. The Practice enhancement section also provides valuable tools to support your strategic development.

The purpose of the 3AS planning pathways is to help you select the documents you need to prepare a plan for approaching/ servicing a specific target market. In this document we provide you with pathway to the family as the client.

If you require assistance with using 3AS please review Navigating 3AS, This email address is being protected from spambots. You need JavaScript enabled to view it. or call 1300378752.

 

 Section

File

Description

File Type

Introductory content

Intro 2.06 - Trusted Family Adviser

 

Moving to Trusted Adviser status with the family

 Document

Peak Accumulation

PA 2.03 - Family Wealth Management

Strategies for increased profitability, client retention and practice longevity

 

Document

Peak Accumulation

PA 3.02 - Treating the Family as the Client

The value of treating the family as the client.

 

MP4 video

Duration: 2:42 minutes

Peak Accumulation

PA 3.03 - The Importance of Structure around Family Wealth

The importance of structuring family wealth in planning for the future

 

MP4 video

Duration: 5:33 minutes

Peak Accumulation

PA 4.01 - Family as the Client: Meetings and Education

Introducing the concept of treating the family as the client.

 

MP4 video

Duration: 13.40 minutes

Active retirement

AR 2.02 - Family Negotiation Adviser Collaboration

 

Family negotiation and adviser collaboration for baby boomer clients

Document

Active retirement

AR 4.01 - Family Meetings & Leadership

 

Preparing families for a transition in leadership

MP4 video

Duration: 9.57 minutes

Active retirement

AR 4.02 - Intergenerational Wealth

Preparing the family for the transfer of wealth.

MP4 video

Duration: 15:33 minutes

 

Active retirement

AR 5.01 - Case Study: Introducing Post Retirement Services

 

Gaining trust of ageing clients and their families

Document

Active Retirement

AR 6.02 - Conversation Script: Active Retirement Family Values

 

Conversation strategies introducing clients to the concept of educating family on family values

Document

Template

11.5 - Family Meetings

Paper on planning and running family meetings

 

Document

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