Over 75% of affluent investors don’t think their children are prepared to inherit wealth. Having experienced prosperity, they’ve discovered what’s most important to pass on: values and life lessons.
Step into this tremendous opportunity with our Stewardship Legacy Coaching™ solution, and help your affluent clients pass along wealth and wisdom.
Advisors and firms who have implemented our Stewardship Legacy Coaching™ solution have experienced significant growth in this market. Are you ready to join their ranks?
This service strengthens your practice by giving you access to specialists with credentials in Stewardship Legacy Coaching™ for business owners and ultra-affluent families.
We’ll help you guide clients to better understand their different legacies—personal family, financial, business, and Kingdom.
Serving the affluent marketplace can provide tremendous growth for your practice.
Our Stewardship Legacy Coaching™ solution creates additional streams of revenue through ancillary fees associated with business consulting, succession and estate planning, and retainer stewardship coaching.
Most importantly, our solution provides value-added services that deepen relationships between your clients and their children.
Your clients will gain clarity and confidence as they become wise stewards who are proactive, intentional, and aware of their impact on eternity.