What motivates your clients?
Concerns about market risk? Uncertainty about taxes? Questions about the meaning of an ever-increasing pile of wealth? Fears about death and the legacy they will leave behind?
Most financial advisors are effectively assisting their clients with decisions about wealth management and planning for the future. However, few possess the specialized expertise that equips clients to reflect deeply about what gives meaning to their lives and greater purpose for their wealth, and also empowers them to take action. Yet these are precisely the kind of personally meaningful conversations and results that many affluent individuals and families sincerely desire – but don’t know how to begin.
Wealth Impact Partners is equipped with the advisors and expertise to help financial professionals engage with their clients at this deeper level. Our distinctive planning process motivates people to think more intentionally about family legacy and philanthropy planning. They often are surprised – and pleased – to discover the impact that effective planning can have for people, causes, and organizations that hold a privileged place in their minds and hearts.
As a trusted professional, your recommendation to explore a new and meaningful avenue of legacy planning will be appreciated. Whatever model you choose to follow in partnering with us, introducing clients to this process can yield valuable benefits.
For more information about how Wealth Impact Partners can augment your planning services, contact:
Josh Procaccini
COO/Personal Legacy Advisor
781-489-9807
josh@wealthimpactpartners.com
The Transformative Conversation
The key to successfully creating a legacy plan begins with a conversation – the very conversation that the advisors of Wealth Impact Partners have used to help clients discover how they can do more that matters for the people, causes, and organizations they care about most. We call it the “transformative conversation” because it leads clients to powerful insights about how they can activate their wealth for positive social impact.
It is our privilege to partner with select financial professionals to help them begin this conversation with their clients. In our experience, it’s a positive and meaningful collaboration for all involved.