Neuberger Berman Advisor Institute
A 12-month guide to working with your advisor immediately following the death of a loved one.
This tool is designed to help position the advisor as the family’s financial quarterback by creating a plan to help navigate their overall financial picture, investment portfolio, retirement income needs, annuity and life insurance coverage, long-term care and estate planning.
This four-part program captures the inherent traits of highly successful top-ranked advisors and delivers them to you to help you grow your business, communicate your value and better serve your clients.Best Practices Modules
- Growing Your Business
- Communicating Your Value
- Serving Your Clients
- Structuring Your Practice
A presentation that explores the evolving role of women and adult children in family finances, providing tools to help you not only retain assets but also gain market share as wealth transfers from generation to generation.
We understand that family dynamics can be complex and each relationship needs to be approached differently. GenBridge will help you identify key constituents in client households and assist you in crafting custom messages to make you the go-to person in times of need.
Nine in ten women will be solely responsible for their family’s finance at some point in their lives.
This program is designed to engage and empower women in financial matters. During the seminar, you will work with your client to develop a comprehensive plan to help organize her current financial life, as well as prepare for the unexpected, including the death or disability of the spouse.