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