Description
In this webcast, experts will discuss the Advisor’s Alpha framework to help advisors improve investor outcomes by focusing on what clients need and what advisors can control. They will cover why trust and estate planning is a core component to comprehensive wealth management, and the best processes and tools to remove friction during generational wealth transfers. They will also discuss how to meet investor and prospect demand for more sophisticated family tax strategies, identifying and avoiding pitfalls, delays and risks of estate planning, how behavioral investing impacts long-term financial security, as well as fiduciary considerations for advisors.
Learning Objectives
Learning Objective: Advisors will learn about how to meet investor and prospect demand for more sophisticated family tax strategies, identifying and avoiding pitfalls, delays and risks of estate planning, how behavioral investing impacts long-term financial security, as well as fiduciary considerations for advisors.