Breakout Sessions C

#1 – You are a 60 Year old owner of a $1.5 Billion advisory shop. 85% of your business is managed money, the rest is brokerage, with 50% of that in trails. You wake up in a cold sweat one night while on a family vacation. Your mind is asking you, what is next? What do I do if I want to “enjoy life” more. What is in place if something happens to me tomorrow? What is available to my family, my team, and my clients? 

#2 – When you segment your client list 60% of your clients are over 65 years of age. Traditionally, when a client passes, 70% of beneficiaries leave. Why? Two reasons – the beneficiary feels the advisor does not know them, and the advisor does not get “technology.” Your $1.5 Billion AUM book has roughly $900 Million at risk. What programs do you put in place to ease the beneficiary leakage? Share your strategy and tactics.