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Transferring Wealth with Family
2024-04-10 • 4 min video

How do you conduct a family meeting? Why Bringing Everyone Together is Easier Than You Think

Worried a family meeting will trigger family drama? Fear not! This clip reveals why narcissists typically avoid these meetings. Discover how family meetings can actually strengthen your bond and how a client's resistance might be a red flag.

How do you facilitate family meetings?

Listen to the full podcast episode to learn best practices on how financial advisors can arrange a family meeting with their clients: paretosys.co/AODM_ep56

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