John A. and Tim share their highlights of the “Best of Fusion Collaboration 2017”. Several other Fusion Collaboration presenters and attendees share what they considered the best takeaways from this year’s event.
Succession plans that fail have more to do with a lack of substance than structure. Passing on Wealth without the Wisdom that created it, is wealth wasted. Dennis joins us for a discussion on ways you can work with your clients to preserve more than wealth.
Do you have a social media presence? Is this presence just for your personal use or do you want to use it to create business for you and your firm? If the answer is yes to both questions, then this session is for you. Michael Palumbos will help you understand the tools and techniques that are needed for the successful use of social media and content marketing. Michael and Josh will explore the use of blogs, podcasts, webinars, video and live video as well as the tools in putting together an online platform that will help those who find you know that you can solve their biggest problems.
Legacy families are complex, with various needs and stakeholders to satisfy, both now and over future generations. Advisors serving these families often see only part of the picture, and what they see is rarely clear, even to the family. How can we get everybody in the family on the same page, to then share that with their advisors? We have an open-source tool to share with PPI members, to improve and be used by all. Our Family Continuity BluePrint is a tool that advisors use with families, helping clarify where they are now, and where they want to go.
John J. “Jeff” Scroggin is one of the most innovative and visionary estate planning attorneys you’ll ever meet or hear. Many credit Jeff with pioneering the powerful “Incentive Trust” concept. He also is the creative force behind the “Family Legacy Letter”. In this conversation, he discusses why clients are demanding that their planning team focus on preserving and protecting the family rather than just managing the assets and how advisors can meet this demand.