Ready to Grow? Unlock the (Free) Family Vision & Dynamics Resources Wealth Firms Need
We’ve heard two things from wealth firms: Advisors struggle with introducing family dynamics to clients, and resources are lacking. We're here to change that.
Any wealth firm can sign up as a partner at totalfamily.io/join and get immediate access to Total Family’s resources on values, family dynamics, and our deep dive into the Five Forms of Family Capital (James E. Hughes Foundation); just to name a few.
What Else:
We’re continuously developing new resources based on feedback from partners and clients around the country. Next up? Our how-to on family meetings.
Once your firm is signed up, you can invite your colleagues. Grab a cup of coffee with some like-minded advisors and dive in.
These resources will help advisors grow professionally, stand out, better understand their clients, craft more impactful financial plans, and retain assets across generations.
“Before our partnership, we always talked about values at a high level. Total Family helped us understand why they matter, the importance of defining them, and how to bring them to life for our clients.” – Managing Director, Family Office in Dallas, TX
3 Simple Reasons These Valuable Resources Are Free
Total Family’s purpose is to help others uncover their vision and support them on the journey. Educating advisors and clients aligns with this purpose, even if they don’t become clients.
Most wealth management firms focus solely on financial capital. They often ignore anything related to intellectual, social, human, or cultural capital (Hughes). The more firms move in this direction, the better off we all are. That’s the same reason we launched Family Book Club.
While our resources are exceptional, firms partner with us for three main reasons: (1) Our vision and legacy software, (2) Access to world-class coaches and advisor education, and (3) The opportunity to work with an innovative, collaborative partner who helps them stay ahead of the competition. Offering these resources doesn't change that. And if resources this good are free, just imagine the value our paid partners receive.
Partnering with Total Family or at the very least, using our resources, is an easy way for firms to differentiate themselves in a saturated market. Sign up now to get immediate access to resources that will transform how you support clients! Or, take the path many advisors follow: experience the power of vision for yourself before sharing it with your clients. The choice is yours.
