Teleconference Details

Title: Go Digital Or Die: The New Venue for Connecting Families With Each Other and With Their Advisors

Date: December 19, 2017

Time: Noon ET (60 Minutes)

Guest Speaker: Monroe “Roey” Diefendorf, Co-owner of Aspida360, LLC

Host:  John A. Warnick, Esq., Founder, Purposeful Planning Institute

Materials/Resources: Go Digital or Die Presentation

Are you feeling like you are losing the war on developing high impact relationships with your clients?

Are you sensing the generational communication gap within families getting wider and deeper?  Me too!

It’s time to change the communication paradigm to reach the “next-gen” family members of our clients. It’s time to communicate in “their terms” and in “their mode.”

Listen in and hear how Roey Diefendorf addresses these issues in his practice.

Introduction to Our Guest Speaker

Monroe “Roey” Diefendorf, is a forty-year MDRT member with 13 Top of the Table qualifications. A five-time MDRT speaker plus one MDRT main platform presentation, he is the 4th generation in his family in the life insurance business. With a wealth management ensemble, including his own broker/dealer, RIA and trust company, Roey has positioned his firm for sustainability to 2075 (their 200th anniversary!)

He is a pioneer in the “total” wealth management arena, as CEO of 3 Dimensional Wealth Advisory, LLC, Argonne Trust Company, Inc. and 3D Wealth Family Office Services. In addition, he is co-owner of Aspida360, LLC, the creator of the MoreThanMoneyVault.com, the only digital technology platform for multi-generational advisors. Roey has authored over a dozen book since 1995.

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NO SESSION TODAY – HAPPY HOLIDAYS

By | 2017-12-06T14:57:54+00:00 November 29th, 2017|Purposeful Conversations, Purposeful Next-Gen Collaboration|