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Identity Theft: Be Aware and Be Prepared
-- This paper outlines the significant size and cost of identify theft, ways to minimize the risk of becoming a victim and steps to take to limit damage if identity theft occurs. A list of useful resources is also included.
| Advisor |
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A Guide to Structuring an Investment Policy Statement
-- This white paper covers the key elements to consider when writing an investment policy statement (IPS), how to evaluate a policy statement once it is written and the important role it plays in the 4-step consulting process.
| Advisor |
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Engaging Clients in Philanthropic Dialogue - An Essential Conversation for the Financial Advisor
-- This paper is a comprehensive resource of information and tools for advisors. It includes information on the patterns of giving among the wealthy, their motivations to give and an overview of giving strategies and structures. Important components are tools to help advisors move from theory into action including sample questions that can be used to start a dialogue with clients, how to create a philanthropic philosophy statement and a list of resources.
| Advisor |
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Family Wealth Education: A Resource Toolkit for Financial Advisors
-- This paper provides comprehensive resources advisors can use to help affluent clients in the important area of family wealth education. It discusses the need for family wealth education; provides specific suggestions and agendas for creating and delivering a wealth education program; and includes an extensive list of additional resources.
| Advisor |
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Recognizing Liquidity: Being Ahead of the Event
-- This paper focuses on strategies and tactics advisors can use to capitalize on “money in motion” events, particularly business owner and corporate executive events. It includes an appendix of 25 profiling questions for advisors.
| Advisor |
