Navigating Life’s Transitions

Building wealth from generation to generation

Everyone faces life transitions, some celebratory and others mournful. Have you missed your clients' major life transitions? As these are generally times when money is in motion, you may be missing opportunities if you fail to connect with clients and deepen relationships during these critical periods.

This program focuses on Seven Major Life Transitions, how to guide clients through a transition and ways to effectively build connection during these times.