Facilitating Effective Family Meetings VIRTUAL Training
TIME: 10:00am - 12:00pm CT
Statistics tell us that family meetings are the single best way to engage across the generations of your client's family. Statistics also show us that engaging the younger generations of those families is the easiest way to keep your business thriving. Finally, statistics show us what your HNW clients want to discuss. What statistics don't show us is HOW to do it.
We can be paralyzed when we don’t feel we are experts at doing something. We have all the research and data, but may not have the confidence to take that first step. There is a quote, "Confidence comes from experience. Experience comes from courage." Let us help you build the courage to facilitate effective family meetings and watch your practice thrive.
During this 2-hour Virtual Training Session you will learn:
· The 3 key elements that all effective family meetings must have
· How to identify and clarify the desired outcomes for both you and the family
· An activity progression that allows all attendees to be comfortable sharing
How to frame the meeting to set expectations of everyone involved