Legacy Capitals

Has your firm assessed the parents’ “business of being family” dynamics? Being related by blood or marriage is not enough to guarantee families will successfully share assets together. The "business of being family" refers to the complex dynamics and structures that families often establish to manage both their wealth and their relationships effectively. It encompasses both the practical and relational aspects of maintaining family harmony, governance, decision making, and continuity in situations where substantial wealth or a family business is involved. You may find value in setting up a meeting to assess how your clients work together as a family. Evaluate their strengths and identify opportunities for growth in decision making and communication. This question, and others like it, are included in the Legacy Capitals LeadingGen Decision Action Guide (linked below) created to help you navigate these pivotal client conversations. Legacy Capitals LeadingGen Decision Action Guide: https://buff.ly/4fBBvnc To access the resources referenced within the Legacy Capitals LeadingGen Decision Action Guide, sign up for our Pro or Pro Plus Membership! Find more info on Legacy Capitals Membership at the link in the comments. #leadinggen #trustedadvisor #wholefamilyadvisor

Are you prepared to serve the needs of your female clients? Women are making massive strides as wealth creators, wealth holders, wealth decision-makers, and stewards of inherited wealth. Our course, Inspiring Females to Financial Confidence, will allow you to build your skills and knowledge to effectively understand and serve female clients. Ready to take the next step? Check out the course link in the comments! #financialconfidence #womenandwealth #wealthholders

Day two of our Whole Family Advisor Training Program starts today! Richard Orlando, PhD #wholefamilyadvisor #loveyourclients #legacy

Does your firm know the parents’ family values and priorities? If not, this is your catalyst to begin learning about the values and priorities of the family-clients that you serve. Start with the parents to make sure that you are aligned with their guiding vision. To begin, set up a meeting with the goal of asking questions and listening to gain greater clarity on your client's values and priorities. This question, and others like it, are included in the Legacy Capitals LeadingGen Decision Action Guide (linked below) created to help you navigate these pivotal client conversations. Legacy Capitals LeadingGen Decision Action Guide: https://buff.ly/4fBBvnc To access the resources referenced within the Legacy Capitals LeadingGen Decision Action Guide, sign up for our Pro or Pro Plus Membership! Find more info on Legacy Capitals Membership at the link in the comments. #leadinggen #trustedadvisor #wholefamilyadvisor

Richard Orlando, PhD is on the move! This time to train our next cohort of Whole Family Advisors. Learn more about our Whole Family Advisor Training Program here: https://buff.ly/3pZVV4R #wholefamilyadvisor #loveyourclients

Kaley (Fennell) Hudson and Richard Orlando, PhD have been on the road again at another successful family meeting. During this meeting, the family reviewed their progress, refined their family charter, discussed governance, and enjoyed meaningful time together. #familymeeting #governance

Today we extend our deepest gratitude to our veterans. Thank you for your service and thank you for your courage, dedication, and sacrifice. ???? #veteransday #veteransday2024 #gratitude

Richard Orlando, PhD's book, Love Your Clients, highlights the importance of building meaningful and lasting relationships with your client-families. “It’s easy to get lost in daily reports, routine questions, and tracking the markets. Love Your Clients will pull you back to what matters most: giving your best to the people who depend on you. Richard Orlando’s new book goes beyond the ‘how’ of the financial advisory business and digs deep into the ‘why.’” – Kimberly Foss, CFP, CPWA If you are interested in reading Richard's book, check it out here: https://lnkd.in/eDJ8r3Wv #loveyourclients #wholefamilyadvisor #financialadvisor

Is your firm engaging with the spouse or significant other of your primary client? If not, now is the time to take action. Consider inviting the spouse to your next client meeting, or ask your primary client the best way to meet their partner. The spouse’s involvement not only strengthens your relationship, but can also safeguard your role as their trusted financial partner across generations. This question, and others like it, are included in the Legacy Capitals LeadingGen Decision Action Guide (linked below) created to help you navigate these pivotal client conversations. Legacy Capitals LeadingGen Decision Action Guide: https://buff.ly/4fBBvnc To access the resources referenced within the Legacy Capitals LeadingGen Decision Action Guide, sign up for our Pro or Pro Plus Membership! Find more info on Legacy Capitals Membership at the link in the comments. #leadinggen #trustedadvisor #wholefamilyadvisor

Even though October is coming to a close, the importance of financial planning is here to stay.?Pave the way towards success with your family by talking about more than just the dollars and cents and incorporate values, passions and visions into your financial planning all year long! #financialplanning #financialplanningmonth #values