What Does a Fishing Knot Have to do With Being a Better Financial Advisor?

For many years most legacy work was done by high-level, bespoke consultants or teams, was very expensive and offered only to families with enormous wealth. All of that is changing today. In this fast-paced conversation, Alex explains how legacy work is now available to families at all levels of wealth and can be provided by financial advisors as part of their Standard of Care of wealth management advice. Alex uses the metaphor of power windows to illustrate how legacy is expanding to more families: when power windows were first introduced they were available only on the most expensive models of cars. Today, with advances in technology, power windows are commonplace. In the same way, support for families that want to create a legacy is now available at scale through a technology-based solution at Total Family.

Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach

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