The Decisions Your Clients Make Today Will ECHO For Generations To Come!

Families will reflect on the quality of decisions you help them make, for decades. When wealth moves between generations the impact can be massive. They want to do it right. You want to do it right. And the next generation definitely wants it done right.

But how will you make it work? It’s more than just tax law, insurance and investment. You will not promote the harmony of a family without hearing their voices, and helping them map out a vision that matters to them, and inspires them.

As my good friend and faculty member Courtney Pullen stated in his book Intentional Wealth, "Modern research confirms the truth of this adage; some 90% of affluent families lose their wealth by the end of the third generation. The true tragedy is that, as the wealth dissolves, so does the family".

In January of 2017, my firm launched a new program called ECHO. While this is a new program specifically designed to teach our turn-key generational wealth system, the content has been around, tested and proven successful for over two decades. Based on our early work at Legacy and the powerful influence of Dr. Paul Schervish, Boston College and Co-Founder of The Center on Wealth and Philanthropy, this program provides the process, tools and most importantly the skills to successful help families not only pass wealth down generational, but capture the stories behind the money as well as their aspirational vision for the future.

See we believe passing on wealth without values, the proper education and a strategy for the family to be successful is just simply wrong. This has as much to do with why so many families fail as anything. At the end of the day its up to the advisors to educate them, to inspire them, to guide them and create a path for them to be successful. Let them focus on what matters most to them and why, and then bring together the right resources to let it happen.

On November 9th & 10th in Chicago, IL we will be holding our next ECHO Course, immediately following our Above the Line Conference. Take some time and visit www.think-legacy.com/echo to learn more about the program and how it will impact the clients your serving today and in the future!