Accountants, attorneys, financial planners, planned giving and investment managers often find themselves in a situation where the client wants the advisor to help resolve family issues that are obstacles to completing training.
Many times the client does not want to seek an outside consultant but would prefer the trusted advisor to facilitate the process.
In individual consultation or a group training setting, advisors have the opportunity to design their own program by selecting from the following tools and/or defining other tools they believe are needed in the context of their own client profiles:
Tool 1 Explore the meaning of a "Trusted Advisor" in the context of the clients' business, succession and estate planning issues.
Tool 2 Strengthen listening by honing ability to mirror the clients' words and to validate and empathize with the challenges clients face.
Tool 3 Support clients in articulating the often unspoken concerns that are obstacles to planning.
Tool 4 Understand the advisor's role in addressing clients' personal issues; clarifying the limits, comfort level and expertise.
Tool 5 Enhance skills in building consensus in difficult family situations so issues are resolved issues and planning is completed.
Tool 6 Articulate personal attitudes and beliefs about money and how those values impact an advisor's work with clients.
Judy Barber has provided programs, training and continuing education for:
Alliance of Chief Executives
Association for Dispute Resolution
American Bar Association, Probate and Property Section
American Institute of CPA's - Personal Financial Planning Conference
Attorneys for Family Held Enterprise
California State Bar Association, Trust and Estate Section
California CPA Education Foundation
Estate Planning Councils throughout California
Family Firm Institute
Hale and Dorr, Attorneys at Law
Investment Management Consultants Association
Investors Management Institute
Institute for Private Investors
Lincoln Financial Group
Moss Adams LLP
Northern California Trust Companies Association
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