We all have plenty of time left…until we don’t.
Whether it’s months, years, or decades from now, life can change in an instant — for you, a loved one, or a client.
And we all want to avoid a frustrating end-of-life scavenger hunt.
Perhaps you guide your clients through legacy planning. Or maybe you’re creating your own plan. Closure Mapping helps bring peace of mind — and powerful outcomes.
Use our bite-sized approach to create your own unique “Closure Map” to ensure your plans and wishes are honored. This interactive guide walks you through 40 steps — some tactical, some nostalgic, all customizable to your unique situation.
*NEW FOR ADVISORS* If you’re looking for the ultimate blueprint to attract and retain high-value clients through the $124 trillion Great Wealth Transfer, you’ve found it. Learn how to unlock the secret to closing more business, closing generational gaps, and providing closure for clients.
When you create your own Closure Map, you transform overwhelm into clarity. Here’s why Closure Mapping matters:
For advisors: It’s a bridge to deeper conversations — and stronger client relationships.
For individuals: It’s the peace of knowing your story, values, and logistics are clear.
For everyone: It’s the map to avoid an end-of-life scavenger hunt.
Want to introduce Closure Mapping to your clients, team, or community?
Our First40 consultants lead engaging keynotes and workshops that spark meaningful action — and lasting clarity.
We see you, wanting to build long-term relationships with current and future clients — transferring the trust you’ve built today to future generations.
But here are the startling statistics:
💰 An estimated $124 trillion in wealth will be transferred to heirs and charity by 2048 — $54 trillion to spouses, and more than 95% of that to women.
🤝 70% of women change advisors within one year of their partner dying.
🧑🧑🧒 Only 19% of next-gen heirs use their parents’ advisor.
All told, this is a seismic shift in wealth and financial relationships. And we’ve created the ultimate blueprint for financial advisors to deepen their relationships with clients across genders and generations called the Trillion Dollar Closure ConnectionTM. Interested in learning more?
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