A webinar built specifically for RIAs who want to:
Spark estate and legacy conversations that deepen trust. Turn those conversations into automated warm referrals. And understand the levers that drive firm valuation and a high-multiple exit

This isn’t your typical practice growth webinar.
It’s about building enterprise value while serving clients in more meaningful ways.

• Start legacy conversations that open doors (without crossing legal lines)
• Stay front-and-center through the Great Wealth Transfer
• Plug into a proven system used by top-performing advisors across the country

The truth is, “connecting with the kids” isn’t a retention strategy. During the Great Wealth Transfer, 70% of widows fire their advisor, and most heirs already have their own.

This session will show you the only proven way to retain assets:

• Why estate planning (not product sales) builds lasting trust

Equip distribution leaders with a turnkey, compliant estate-planning system that differentiates their advisors, drives net new client acquisition, and improves multi-generational retention – without asking advisors to manage client estate plans or build new internal infrastructure.

Most advisor channels look and sound the same, limiting growth. Organizations that standardize Trust Investment Advisor (TIA) status and deploy an OEPT (Outsourced Estate Planning Team) model create a durable moat: they win new households, keep assets at transition, and maintain advisor centrality across generations.