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The Trillion Dollar Closure Connection
Imagine this: You’ve worked with a client for years. You’ve helped them grow their wealth, plan for retirement, and secure their future.
Then, life happens. A spouse passes away. A family dynamic shifts. And before you know it, the assets you’ve managed for decades are gone — transferred to another advisor who took the time to build a deeper connection.
We’re not talking about a hypothetical here. This scenario happens every day.
By 2048, an estimated $124 trillion will transfer to heirs. More than 95% of the money going to spouses will go to women, yet 70% of women change advisors within one year of their partner dying. And adding insult to injury, only 19% of investors use their parents’ advisor.
This is a seismic transformation in wealth ownership, decision-making, and financial relationships. Success will require a focus on deepening relationships, not just managing assets. Because if you’re not building meaningful, lasting connections with both your existing clients and the next generation, someone else will.
This book will introduce you to the Trillion Dollar Closure Connection — how deepening relationships with your clients and their families will help you close more business, close the generational gap, and create closure for your clients.
Let us show you how the Great Wealth Transfer is not just a looming challenge, but instead, may be your greatest opportunity.
Create Your Own Closure Map
We all have plenty of time left — until we don’t.
So why not leverage your “plenty of time” now?
Whether it’s months, years, or decades from now, life can change in an instant — for you or for a loved one. And we all want to avoid a frustrating end-of-life scavenger hunt.
This workbook will guide you through the process of creating your personal Closure Map. Along this 40-step journey, you’ll complete a variety of activities and exercises — some tactical, some nostalgic, some focused on self-care, all customizable to your unique situation.
As you tackle each exercise, you’ll feel both empowered and relieved when you:
- Compile and safely store your passwords and other critical documents.
- Capture the backstory of your favorite family recipes.
- Create checklists to cover with pros like financial advisors and estate attorneys.
And you can do this at your own pace, taking on individual bite-size chunks or combining steps if you’re on a roll.
Sometimes you just need encouragement to take that first step forward. We’ll be here as your guide through not just the first, but your First40 next steps.
Purchase Both Books & Save
Leverage your own “plenty of time” now while helping your clients, their spouses and the next generation to deepen connection and even have some fun while getting the hard stuff done.
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