Connect With Your Clients Most Important Goals
Learn how to authentically connect with planning that every client needs to consider as they manage their financial and family wealth - intergenerational wealth transition planning.
Chris has created an easy model that can be adapted and modified to allow immediate points of access to your client’s most important resources - their family. The Naked Opus will help you:
Increase Client Engagement with Your Business Model
Business and family wealth succession is a long-term process. Clients need someone to help them through the myriad decisions they must make. The Naked Opus can help you build skills and authentic, process-oriented and ongoing points of engagement with your clients to show continuing and increasing professional value. Truly become the Most Trusted Advisor by being able to:
Demonstrate significant differentiation from other advisors with your client service model;
Help your clients, and yourself, be a smart collaborator within an equally skilled multidisciplinary teams;
Increase communication skills across generations and help families establish strategic goals for their wealth planning;
Assess tactical opportunities and structures against guiding family goals to help avoid conflict and, potentially, conflict amongst the parties in the family;
Make yourself referable to a broader client-base that is better aligned with your own values and business model.