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 |
.