Slide Stories: Bonds & Memories Download For Mac

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These three stories are just the tip of the iceberg. There are many tales from around Liverpool that tell of time slips, ghosts and other strange phenomenon. The stories keep coming thick and fast, and of course the more tales, the more likely people will start to believe that they are all being made up, or as the saying goes, Urban Tales.

1. Mother-Daughter Luncheon

Demonstrate your commitment to families by hosting a virtual Mother’s Day luncheon, and ask each daughter to tell the most valuable life lesson she has learned from her mother.
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US stocks slide as bond yields surge on trade war worries. Associated Press, August 27, 2019, 5:18 p.m. Stocks capped a wobbly day on Wall Street with broad losses Tuesday as anxious investors.

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2. Current Events

If your clients’ interests are aligned, offer a parent-child event with a guest speaker from a local organization, such as the National Organization for Women or the Junior Chamber of Commerce.
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3. Aging With Dignity

Host an event for parents and their adult children. You can moderate a panel that includes a geriatric RN from the local retirement home, the head of the memory unit at another care facility and a local mortician to address the economics of dying and burial.
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4. Historical Events

Again, if your clients’ interests are aligned, put together a parent-child event with a guest speaker from the local historical society or the cultural preservation society.
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5. Help for New Parents

Create a local guide for new parents. It can include such things as resources for maternal and child health education, a parenting center, pediatric ERs and RNs, trusted nannies, reputable day care and support groups.
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6. Videography

Offer parents and their adult children an opportunity to create a video legacy. This will serve as a treasured gift to younger generations who will appreciate the strong personal relationship you have with their parents.
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7. Back to School

Host an online going-away party for prep school and college students. Send a gift bag with the firm’s branding; it could include a docking station, portable phone chargers and similar items.
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8. Family Values

Discussions about investments and estate plans are important for all adult children. By facilitating conversations about their values — saving, budgeting, planning for the future and the like — the advisor becomes a trusted educator with a specialty in each generation’s issues.
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9. STEM in Academia

Host a Zoom or WebEx workshop for your clients’ younger sons and daughters on the importance of science, technology, engineering and mathematics. Invite a local educator to discuss resources and illustrate the educational and career opportunities in STEM areas.
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10. It’s Five O’Clock Somewhere

Invite parents and their adult children to a monthly virtual cocktail party. Let all the younger family members see the firm’s commitment to hiring male and female next-generation talent as part of its commitment to engaging the entire family.
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Wealth management professionals have long prioritized serving current clients who represent the most attractive revenue opportunities. In doing so, many wealth managers have failed to understand the needs of later generations who are increasingly crowding the wings and could become clients in their own right.

A new report from BNY Mellon Pershing argues that the best wealth retention strategies are ones that advisors can use both with clients and their heirs. In the current challenging environment, advisors have the opportunity to engage in more meaningful conversations with clients and leverage technology for virtual meetings that will have cross-generational appeal.

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“It’s vital that advisors learn how to be the primary destination for entire families,” the report says.

Consider the opportunity of heeding this admonition and the costs of not doing so. At present, more than $2 trillion is being transitioned every couple of years, the report says, citing research by Cerulli Associates. And 87% of heirs fire their parents’ advisors.

One way advisors can demonstrate their commitment to families is to plan a calendar of events for the next generation focused on their life events and interests. Financial education is key, but so are events designed for the whole family and activities that appeal to teenagers and young adults.

See the gallery for 10 ideas from BNY Mellon for advisors to connect with their clients’ adult children. Many of these events can be conducted either virtually or in person.

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