Is Your Future Client Sitting at the Table?

Is Your Future Client Sitting at the Table?

I’ve spent the last 21 years through my work at think-legacy teaching advisors how important it is to bring all voices and decision makers to the planning table, yet I am constantly finding advisors are leaving female spouses behind. Now I understand from a...
Welcome to the Table

Welcome to the Table

When it’s time to sit down at the planning table with a wealth holder, odds are you won’t be alone. The client frequently receives advice from many others including lawyers, insurance providers, money managers,  accountants and philanthropic advisors. It’s up to you...
The Right Relationship, Every Time.

The Right Relationship, Every Time.

If you’ve ever uttered the words, “This business is all about relationships,” then you’re in good company; we’d be hard pressed to find an advisor we’ve worked with who hasn’t said the same. 20 years of talking with advisors has had that single thread running through...
A Look Inside the Wealth Holder’s Mind

A Look Inside the Wealth Holder’s Mind

It’s a strange time when so many people are moving toward poverty, while simultaneously so many are moving into affluence. Indeed this has been called the Era Of Affluence as an increasing number of people will have more money than time. When that happens, they...
Our Above The Line Virtual Conference

Our Above The Line Virtual Conference

The internet isn’t perfect for everything, but it’s perfect for this… On June 7th and 8th, we’re hosting a virtual conference: it’s like going to a conference, but without having to go to a conference. How does it work? We designed...