Overview of Consulting Services
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These any many more consulting services are now offered through
Preserving Legacies Private Consulting for Families of Wealth |
Financial Advisors are skilled at addressing the "external" issues of retirement planning, investment planning, and the like. But what about the softer, "internal" issues, such as hopes and dreams, fears and struggles, values and legacy?
What is your comfort level in considering these important factors? How do you account for these in your work with
clients? How much greater success might your clients experience with their goals if their plans took into account both external and the internal variables?
Consulting services are personalized to match each organization's needs, interests, and culture. They are offered in the form of group trainings or one-on-one meetings.
Melissa is also available for workshops, which may include Financial Advisors and/or their clients.
Sample Areas of Consultation:
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The Art of Active Listening
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Exploring Integration
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Assessing Readiness for Change
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Enhancing Motivation & Working with Resistance
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Signs and Symptoms of Financial Distress