ELITE ADVISOR BEST PRACTICES

Wealth Transfer

Advanced planning to help clients minimize their tax burden

A major area of financial concern beyond investments of the affluent is wealth transfer—taking care of heirs. Specifically, it's about finding and facilitating smart and tax-efficient way to pass assets to a spouse and succeeding generations in ways that meet the client’s wishes.

Below you will find a range of strategies and insights about effective wealth transfer.

ARTICLES

  • Get Focused

    Your success depends upon your ability to stay focused. Here’s a proven process to regain the focus you need to succeed.

    By Jonathan Powell

  • Six Steps to Building a Top-Notch Learning Program

    Here are six steps to creating a learning program within your firm that generates effective, practical results “on the ground.”

    By Jonathan Powell

  • Turn Your Firm Into a Learning Organization

    Formalized learning for you and your firm is essential for successfully serving affluent clients and building a world-class business.

    By Jonathan Powell

  • Maximize Your Human Capital

    Building a world-class business, you need the help of qualified, motivated people. Here’s how to best hire, compensate and evaluate.

    By Jonathan Powell

  • Why You Need a High-Performance Team

    Economically productive high-performance teams are satisfying. Find out how and why such teams are critical to achieving the huge success you desire.

    By John Bowen

VIDEO

Wealth Transfer

Differentiate yourself by providing your clients with customized estate plans.

ARTICLES CONTINUED

  • Maximize Your Human Capital

    The team you surround yourself with can make all the difference. Discover the keys to building a great team.

    By John Bowen

  • The Key Characteristics of High-Performance Teams

    Driven by high standards, a strong desire for excellence and deep levels of mutual trust, HPTs stand apart from their peers.

    By John Bowen

  • Team Building

    When building your expert team, consider what your clients need and how everyone can work together harmoniously.

    By John Bowen

  • Team Player

    You can’t know everything about everything—but you can still serve your clients’ many needs by building an expert team of pros.

    By John Bowen