Advisors
AllianceBernstein Thinks Legacy Matters Too
Total Family is excited to announce our partnership with AllianceBernstein, an asset management firm that understands the importance of legacy and has been creating world-class practice management resources for more than a decade.
Ken Haman, Managing Director of the AB Advisor Institute, says today’s wealth advisors face three major challenges:
Staying relevant with top clients
Driving organic growth through referrals
Retaining assets when wealth passes to spouses and children
Ken believes legacy helps solve all three. No matter what happens in wealth management over the next five years, clients will still care about their families and their legacy.
The Big Idea
One Advisor License. Unlimited Client Enrollment.
To support this next chapter, we launched a new website and a simpler way for advisors to get started.
Our new site reflects the software platform we have become. It is a way for advisors to do legacy better with every client who wants to lean in.
After four years of building, learning, and refining our approach, we realized something important. We do not want to help advisors do legacy better with just a handful of families. We want to help them do it at scale across clients, prospects, and the next generation.
Advisors told us they needed more tools, better training, and a way to experience the platform before committing. That led to our 90-day trial.
To date, more than 90% of advisors who enroll in the 90-day trial and complete our Visionary Advisor training go on to purchase a license.
Legacy Is a Real Specialty
PriceMetrix found that advisors who specialize attract 50% more new households each year.
There are plenty of fake specialties in wealth management. Legacy is not one of them.
For advisors willing to do the work, it is a real specialty with real upside.
If you want to go deeper, we have pulled together a few resources that show why legacy is becoming one of the most important growth opportunities in the industry:
The Visionary Advisor Podcast
We now have nearly 2,000 regular listeners, almost all of them wealth advisors, and of course, my mom.
The podcast has no ads, and we do not use it to talk about Total Family. It is focused entirely on helping wealth advisors grow and do legacy better.
Our episode with Harris Poll includes some of the most eye-opening data we have come across.
Explore more insights for Visionary Advisors.
