Before you can help your clients get to where they want to go on their wealth journey, you need to understand where they are right now. Read more to learn about inventorying their assets (everything they own) and keeping the information up to date so that it can be tracked, analyzed, and readjusted to remain on target.

The advisor list is a centralized document of all the key players in a client’s life. Having this information available in a single place and in an easily shareable format can help ensure smooth and efficient management of the client’s affairs. Read more to learn about how an advisor list can also be a valuable add-on product or service that strengthens client relationships and uncovers new business opportunities between advisors.

Ensure That Their Loved Ones Call the Right Doctor

The greater emphasis on our physical and mental well-being stands in stark contrast to our lack of advance healthcare planning. While some Americans are diligently counting their steps, watching what they eat, and trying to live longer, healthier lives, many have failed to plan adequately for their future healthcare and what could happen in a medical emergency. Read more to discover one simple list that can help address this shortcoming.

This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney-client relationship.