adapt, change, or disappear
Andrew Howell
follow andrew
show notes
In this presentation, Andrew shares his passion for estate planning, shaped deeply by his family’s legacy and mentorship, particularly from his grandfather. He highlights the disconnect between financial advisors and clients regarding legacy planning, and outlines the need for personalized, relationship-focused conversations.
- 00:00 Introduction to Andrew Howell and His Expertise
- 01:06 A Personal Journey: Influences and Early Experiences
- 03:53 The Reality of Estate Planning Practices
- 05:10 Challenging Traditional Assumptions in Wealth Management
- 08:33 The Disconnect Between Advisors and Clients
- 11:37 Generational Perspectives on Wealth and Legacy
- 19:36 The Future of Wealth Transfer and Planning
- 22:18 The Changing Landscape of Financial Advisory
- 23:06 Understanding Client Needs and Core Values
- 24:09 Current Market Solutions and Client Desires
- 24:49 The Four Key Questions for Clients
- 25:38 Issues and Solutions in the Marketplace
- 26:26 The Role of Technology and Human Connection
- 28:37 The Three-Point Approach to Financial Advisory
- 29:00 Human Issues for Advisors and Clients
- 29:47 The Importance of Core Values in Family Wealth
- 32:54 Implementing COREnology in Financial Practice
- 40:16 Summarizing the Benefits of COREnology
- 44:06 Final Thoughts on Legacy and Wealth Transfer
other sessions
Successfully Navigate Every Client Conversation
Learn the principles to master even the most complex client conversations by drawing upon the examples of the internet's most successful interview show: Hot Ones.
Preparing for the Great Wealth Transfer
The Great Wealth Transfer has already begun. Learn how to help Baby Boomers navigate the complexities of passing their wealth onto the next generation with confidence.
The Science of Happy Clients
Learn what the most cutting-edge research shows planners should be doing to build trust, loyalty, and connection, with clients so they can retain business, and win the business of clients' friends and family.
Wild Ones: Conference Recap
Watch Gretchen and Nate eat spicy hot wings as they recap each session from the summit. (This was 100% inspired by Matt Zeigler's session... make sure you watch it first for context!)