This model balances business legacy and family harmony by incorporating an interdisciplinary approach, proprietary software tools, copyrighted materials and interactive training. This provides advisors a turnkey opportunity with a money back guarantee. The Challenge Financial and tax organizations need to retrain their advisors to meet new demands, new laws, and new competitors. Transfer of family-business wealth is a large and growing part of our economy. The financial and tax service industries are still unprepared to meet the demand.
Deregulation opens a whole new arena for skilled advisors.
New opportunities result in new opposition. Traditional advisors are already facing direct competition from the Internet and e-commerce sites. In order to compete, companies with advisors need to learn how to add value to increase the level of client trust. Currently each advisor interacts with only the owner of the business. The advisor has little or no communication with other family members.