2015 Advisor Network Summit
Advisor Success Stories, Part II: – What It Means to be a Multi-Generational Advisor

Adam Cufr RICP, Principal, Fourth Dimension Financial

Being a multi-generational advisor is more than simply working with clients of all ages, it is about preparing one generation to properly equip the next. It is about a dialogue that goes beyond the money and shapes families in a way that creates true legacy. To not consider multiple generations in your practice is to miss one of the highest purposes of wealth management. Find out here what the secrets to success are in this field.