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What kind of advisors provide The Heritage Process?
The short answer to the question, 'What kinds of advisors provide The Heritage Process?' is this: they are accomplished professionals who put the genuine needs and interests of their clients and their...
View ArticleWhat do inheritors really want?
According to a recent national survey of baby boomers and their WWII-era parents, non-financial items that parents leave behind-like ethics, morals, faith and religion-are ten times more important than...
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Is The Heritage Process for you?
Is The Heritage Process for you? Only you can decide. Fortunately, making that determination is easy. Just take a few minutes to answer the following questions:1. If you could look into the future 50...
View ArticleIt takes preparation.
You know the family or have heard the stories: the youngperson who inherits a million dollars only to burn throughit with fast cars, drugs and partying. Or the quarrelingsiblings who discover after...
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Pre-Inheritance Experiences
The primary purpose of estate planning should be to give children just one thing: experience. Why? We tell clients it is because planning and preparing for the future of their money is notthe same as...
View ArticleWhat would it mean to you and your practice if your clients were giving you a...
According to a study commissioned by Van Kampen Funds, your ability to connect with your prospect’s core values is crucial to maximizing your relationship with them, and to getting them to provide you...
View ArticleThe role of values.
If you knew that there was a 90% probability the inheritance plan you have so carefully crafted for your children and grandchildren was going to fail them, what would you do?It is no idle question....
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But, I've already done my planning!
Many people have spent considerable time and money completing their financial planning. And, as far as planning for the future of their money (that is, making sure that as much money as possible gets...
View ArticleQuestion of the day.
Are you making the kind of difference in the lives of your clients that you always wanted to make? If you're not 'completely there,' what would your business, and your life, look like if you were able...
View ArticleSurprising Information About Your Client's Children
A study worth thinking about:According to the experts, better client relationships are the key to more income, a smaller client base,and greater peace of mind. Many advisors assume that following the...
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Clients Forever Class, Portland, OR May 5-7
The Heritage Institute's flagship introductory course for advisors is going on this week in Portland, OR. Clients Forever introduces advisors to a six-step process through which they can develop new,...
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Experiencing Guided Discovery for the First Time
People attending Clients Forever get a hands-on introduction to each of the steps in the Heritage Process. Here, attendees Gordon and Cindy Lawlor are led through a mini-Guided Discovery by CWC and...
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Clients Forever Leadership Award Winner
Heritage course instructor and mentor Bill Hughes congratulates Clients Forever attendee Simone Fevola. Simone was selected by the course mentors and instructors for his outstanding leadership during...
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Welcome THI's Newest CWC, Todd Rhine
Hilton Head Island, SC, advisor Todd Rhine has completed the requirements for the Certified Wealth Consultant designation. Today, Heritage Mentors and instructors Bill Hughes (left) and Pam Cundy...
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Family Retreat Action at Clients Forever
THI Instructor and Mentor Bill Eck leads Clients Forever attendees through a simulation of the Family Retreat. Somebody is about to be handed a really big check.
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In a split second, you'll know what really counts
Your house is on fire. Once you've made sure your family and pets are safe, you realize you have a minute or so of safety to go back into the house to retrieve one armload of possessions. What would...
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