Institute for Preparing Heirs

We help #FinancialAdvisors build lasting relationships w/ generational families through training & tools to help families successfully transfer wealth

[Institute for Preparing Heirs @preparingheirs]

"Older Americans Stockpiled a Record $35 Trillion. The Time Has Come to Give It Away." Don't miss this great WSJ article by Ben Eisen & Anne Tergensen https://t.co/5lC4S6hlBp #FinancialServices #WealthManagement

[Institute for Preparing Heirs @preparingheirs]

Wealth Parents & Passing Money to Their Children. Read Financial Times article by Emma Jacobs
https://t.co/JJznFoUfh0
#financialadvisor #financialplanning

[Institute for Preparing Heirs @preparingheirs]

https://t.co/unvL4G44yj

[Institute for Preparing Heirs @preparingheirs]

Congrats to the financial advisors who completed our Trusted Family Advisor training series. What an advisor told us: "This was a superbly delivered webinar. Excellent content. Opened my eyes to: 'I don't know what I don't know'!" Next training starts in May. #FinancialServices

[Institute for Preparing Heirs @preparingheirs]

https://t.co/b2nt9hyYHV #financialadvisors #wealthmanagement

[Institute for Preparing Heirs @preparingheirs]

https://t.co/jbDC6LtxvZ

[Institute for Preparing Heirs @preparingheirs]

Family Meetings About Wealth and Wealth Transfer

Should financial advisors lead the meetings, suggest a skilled facilitator or leave it up to the family? Read: https://t.co/JzcsOx7QIL #financialadvisor #WealthManagement

[Institute for Preparing Heirs @preparingheirs]

Check Out The Power of Checklists here https://t.co/WAoBzqxtqZ #FinancialServices #wealthmanagement #registeredinvestmentadvisors #financialadvisors

[Institute for Preparing Heirs @preparingheirs]

Last day to register for live sessions. The Great Wealth Transfer: Preparing HNW Families to Prosper & Thrive Across Generations. Reserve your spot https://t.co/Kr0aydiFJH
#financialadvisors #registeredInvestmentadvisors #wealthmanagement

[Institute for Preparing Heirs @preparingheirs]

Find out Why Training is Key to Participating in The Great Wealth Transfer. #financialadvisor #WealthManagement #RegisteredInvestmentadvisors

https://t.co/TG5d8NdAzn

[Institute for Preparing Heirs @preparingheirs]

Thanks Northwestern Mutual @NM_News for having us engage with your FAs on 10 opportunities for Trusted Family Advisors to prepare client families for wealth transfer, beyond the money. Great Q&A! Want to learn more? https://t.co/Kr0ayd14l7

[Institute for Preparing Heirs @preparingheirs]

The Great Wealth Transfer is accelerating. There's still time to enroll to gain the skillset & toolset to keep the kids when inheritance comes in view. https://t.co/Kr0ayd14l7 #financialadvisor #wealthmanagement

[Institute for Preparing Heirs @preparingheirs]

The Great Wealth Transfer: How to Keep The Kids From Firing You
3 Steps to Building Stronger Client Family Relationships
https://t.co/U65HIevVK6 #financialadvisor #WealthManagement

[Institute for Preparing Heirs @preparingheirs]

Get prepared to engage HNW clients on a deeper level as their Trusted Family Advisor. Clients appreciate that you care about the future success of their entire families. https://t.co/Kr0ayd14l7 #financialadvisor #wealthmanagement #estateplanning

[Institute for Preparing Heirs @preparingheirs]

Family wealth transfer is accelerating. Do you have the know-how & tools to keep the kids? Earn 3.5 CE. Enroll today & save. https://t.co/Kr0ayd14l7 #financialadvisor #financialservices #WealthManagement

[Institute for Preparing Heirs @preparingheirs]

Enroll today & learn how to tap into the power of family checklists when talking to your clients about wealth & wealth transfer. https://t.co/Kr0ayd14l7 #FinancialServices #FinancialAdvisor #WealthManagement

[Institute for Preparing Heirs @preparingheirs]

Do you feel confident the children of your clients will be your clients when the wealth transfers? https://t.co/HrZfl1Z71R #financialadvisor #WealthManagement #familyoffice

[Institute for Preparing Heirs @preparingheirs]

Looking for a fresh approach & new ideas to build stronger, lasting HNW relationships as family wealth transfer accelerates? New online training starts Jan 19 https://t.co/JsKId7TuSJ #financialadvisor #WealthManagement

[Institute for Preparing Heirs @preparingheirs]

Just toured @UCLALuskin for an Institute for Preparing Heirs gold standard advisor workshop in Spring 2020. Beautiful venue. Wonderful, helpful people. #wealthmanagement #financialadvisors

[Institute for Preparing Heirs @preparingheirs]

Thank you @CFANY for hosting Lisa D. Snyder on Helping Clients Take Care of The People & Causes They Love.

Look for our 2-Day Advisor Workshop "Becoming The Trusted Family Advisor® for Successful Generational Families" in early 2020. #FinancialServices