In Future-proof Your Practice - Resilience, it’s about creating “Relationship Alpha” —deepening current relationships and developing a multi-generational practice. We dive into the concept of the Family Wealth Briefing — providing financial professionals a template for working across generations of the same family. This includes everything from the questions to ask, to developing a mission statement for the family.
Learning objectives:
- Financial advisors will understand how to relate to clients. They will cultivate an effective client experience to strengthen relationships with their clients.
- Financial advisors will understand the importance of providing a variety of services for their clients, including family education and generational wealth transfer. This will assure clients are confident that their FA understands what is important to them and they are listening.
About the speaker:
Wassan Kasey is an advisor practice management consultant at Capital Group, home of American Funds. She has 19 years of industry experience and has been with Capital Group for five years. Prior to joining Capital, Wassan worked as a senior business development manager at Milliman Financial Risk Management. Before that, she coached advisors in her role as regional sales consultant at Wells Fargo Private Bank. She started her career as a financial advisor at Morgan Stanley.