Typical Client Conversations and needs Successful
Description: Typical Client Conversations and needs Successful and Time Poor 1 Successful and unhappy 2 Successful and family dysfunctional 3 Successful and unhealthy 4 Adult children arent capable and directionless 5 Successful at business but a poor
Related Topics
Download Presentation
"Typical Client Conversations and needs Successful" is the property of its rightful owner. Permission is granted to download and print the materials on this website for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Presentation Transcript
slide1. Typical Client Conversations and needs Successful and Time Poor 1 Successful and unhappy 2 Successful and family dysfunctional 3 Successful and unhealthy 4 Adult children aren’t capable and directionless 5 Successful at business but a poor parent 6 I have no-one to talk to about the above 7 Don’t know how to get out of the business 8 Don’t know how “to think” about their issues 9 Successful and no governance 10 I don’t have a network of Capable Advisers 11 How do I tell my kids they don’t get everything? 12 13 14 15 16 17 18 19 How do I treat my new partner fairly? Can you screen my existing professionals? How should I think about my estate, my business, my wealth, next generation? How do I build leadership, resilience & positive culture in the business? What’s my legacy, and how do I communicate it? How should I think about that? Can you help me with key people in business? How do I feel about family members in business? 20<br>