Running a Multi-Family Office: Benefits to Client Care
Issues covered include: Family, financial planning, service packages
Description
Build and grow your annuity income streams through business advisory solutions, collaboration and cutting edge technology. Understand the differences in generations, family dynamics and service packages. Turn 1 client into a family of lifetime clients. Spend a lunch hour with Lance Meikle of Generational, and understand the benefits to client care by running a multi-family office.
Attend and earn 1 CPD hour
FASEA CPD Categories
This seminar offers an estimated 1 CPD hour in Client Care and Practice
Expanding Your Advice to Your Clients’ Parents and Kids: Does it Ever Work?
- Playing the long game
- Setting yourself up for success
- Understanding the family dynamics
- Do you need different service packages for different life stages?
- How early is too early for a planning conversation?
Presented by Lance Meikle, Founder and Managing Director, Generational; CFP; SSA; CFS
Learning Objectives:
- Learn the opportunities of multi-family advice
- Know the best service packages for different life stages
- Consider how to start the conversation with your clients
Presenters
Lance Meikle is the founder and Managing Director of Generational Pty Ltd and a non-executive Director. Generational is a multi-family office and provides Business Advisory solutions for small and medium-sized enterprises (SMEs). Lance brings to Generational extensive knowledge and experience in wealth management, marketing, sales, business startups and development, customer relationship management and business strategy. Lance has 35 years’ experience in sales, business development and senior management roles with multi-national companies, such as: CSR, James Hardie, and Boral. He has extensive experience in founding and selling SME businesses and developing and implementing value-creating strategies for SME businesses in Australia, United Kingdom and Malaysia. In addition to this business knowledge, Lance brings three years of experience working for the ATO, assessing Self-Managed Superannuation Funds, small businesses and individuals’ taxation and compliance. Lance is a Graduate of the Australian Institute of Company Directors; Fellow of Finsia; CERTIFIED FINANCIAL PLANNER™ practitioner; SMSF Specialist Advisor (SSA™); Certified Financial Strategist (CFS); an ASX Accredited Listed Products Adviser. Lance holds an MBA. Lance is a Mentor to Queensland Government Small Business | 'Mentoring for Growth' program and is a representative on the ATO Small Business Consultation Panel.