FPA LA Chapter Educational Meeting: The Family Phone Call Process - 10 Minutes to Engaging Clients - The Family Trees for Retention and Growth

FPA LA's March Chapter Meeting

Thursday, March 17th, 2022

Time: 2:00 pm - 3:00 pm 

Jackie Wilke   VP, Advisor Consultant   First Trust Portfolios

What would happen to your business if your top clients suddenly passed away and wealth was transferred to a new decision maker? Would you retain the assets and the relationship or are you unsure if those assets are at risk of attrition? The Family Phone Call is a proven process to activating a warm, proactive introduction to your clients’ multi-generational families in 10 minutes! Elite financial professionals and teams aren’t taking chances when it comes to the great generational wealth transfer. By focusing on engaging and serving their clients’ families, they are fostering more meaningful client relationships, fortifying what they’ve built and acquiring new clients in the process (up the family tree, horizontally and next gen).

Recommended Pre-Work Recording:  Below is a recording for anyone who wants to do the pre-work for this presentation. The presentation will be just as impactful if attendees don’t get to the pre-work, however, if they do, they’ll be further along in implementing the process.

Join Zoom Meeting: 

https://us06web.zoom.us/j/84643003770?pwd=aSs5UmxBdmhldElwRU9UWmNPK2srQT09

Meeting ID: 846 4300 3770

Passcode: 612452

Find your local number: https://us06web.zoom.us/u/kcwGcNOJnt