A checklist of issues to consider when dealing with the inheriting generations.

Building a relationship with the family, particularly the inheriting generation and demonstrating value and commitment to growing family assets, provides the ability to minimise estate redemptions and develop practice longevity. 

A brief introduction to this lifestage and its importance to your practice longevity.

A discussion on the first of the three phases in the Next Generation stage and your introduction to this client.

The second of the three phases of Next Generation and how you can interact with these clients.

The last of the three phases of Next Generation and the importance of working to retain this segment.

Case Study outlining the opportunities that exist within your client base and the benefits of developing relationships with the entire family.

Case Study detailing the importance of having generationally matched advisers.

Conversation strategies covering a number of scenario's that occur with this generation and responses to develop the relationship.