What Matters? – April 2, 2012 – Best Practices in the Financial Services Industry – In a recorded audio interview, Rodney Zeeb and Cameron Thornton talk about their new novel, What Matters. 


Three Things to Avoid a Dry Spell – April 2012 – Marketing Minute – In an article about business ideas for financial advisors, Marketing Maven, Marie Swift, suggests that advisors look at getting involved in The Heritage Institute and National Heritage Planning Month in May 2012.  In addition, Cam Thornton and Rod Zeeb’s book, What Matters, is also recommended.


Keeping Your Pipeline Full – March 28, 2012 – Financial-planning.com – In an article about business ideas for financial advisors, Marketing Maven, Marie Swift, suggests that advisors look at getting involved in The Heritage Institute and National Heritage Planning Month in May 2012.  In addition, Cam Thornton and Rod Zeeb’s book, What Matters, is also recommended. 


Heritage Planning Pt. 7: Fostering Healthy Family Dynamics – March 23, 2012 – AdvisorOne.com – Cameron Thornton focuses his seventh article about Heritage Planning on the family dynamics revolving around a Family Council.  Since money is often a taboo subject for most families, learning how to communicate on an adult-to-adult level is of great importance.


What Matters Most To Loved Ones – March 19, 2012 – Financial Advisor magazine – In an extensive book review about Cameron Thornton and Rod Zeeb’s novel, What Matters, the reviewer says What Matters, an affecting and persuasive argument that there is inestimable worth in bequeathing to your loved ones the simple but graceful act of sharing the story of your life.”


Three Things Financial Advisors Can Do To Avoid an Extended Dry Spell – March 19, 2012 – Financial-planning.com – Todd Rhine is spotlighted as the leader for planning and promoting Heritage Planning Month in May 2012.  By doing so, he is a good role model for other financial advisors by demonstrating his leadership in the industry and showing a commitment to a process he feels strongly about. 


Choosing the Right Niches Can Produce Big Results for Financial Advisors – March 7, 2012 – Financial-planning.com – Tom Fowler’s business model is spotlighted in a column that encourages financial advisors to choose the right niches. 


Heritage Planning Pt. 6, Enhancing Multi-Generation Communication – February 29, 2012, AdvisorOne.com – In an ongoing column about heritage planning, Cameron Thornton discusses his thoughts on the topic of family governance and how it is implemented at an event The Heritage Institute calls Heritage Day. The overall objective of Heritage Day is to create new experiences that enhance communication and allow the family to experience growth together.


Five Ways to Preserve Family Wealth and Unity – February 2012 – Christian Science Monitor – Ryan Zeeb and Todd Rhine explain that there is a formula for sustaining wealth from one generation to the next, and it has little to do with investment strategies or legal structures and everything to do with building family relationships. These five elements can help you build family lasting unity around shared goals.


Heritage Planning Pt. 5: Process for Creating the Heritage Statement – February 2012 – AdvisorOne.com – This article addresses how Heritage Statements provide unity and clarity in combination with a family’s traditional financial and estate planning, and how it begins to install a new form of dialogue and a new mode of interaction for all involved parties—within the family, and among their team of advisors. 


Keeping It All In The Family – February 2012 – Financial Planning magazine – In a profile piece about Cameron Thornton’s financial planning business, he describes how he first became interested in heritage planning and the positive aspects it has brought to his clients and his practice.


Keeping It All In The Family – Article Review – February 2012 – Inside Information – Industry Insider, Bob Veres gives the Financial Planning magazine article a high relevance review.  Veres states that few have spent as much time thinking about how to prepare a family for the inheritance process than Cameron Thornton, who is profiled here saying that it would be better if the money that passes from older to younger generation be a blessing rather than a curse.   Thornton admits that this is labor-intensive work, but says that this is not about the money; it is about the unique family stories and lessons.


Beating The Midas Curse – January 2012 – Private Wealth magazine – In an article about how The Heritage Institute teaches families how to remain wealthy through the generations, Rod Zeeb says the reason most wealthy families wind up imploding has little to do with poor financial planning or recessionary economies. Instead, the family unit and its riches often disintegrate because heirs have not been prepared to deal with their inheritances and the emotional issues that accompany them.


Heritage Planning Pt. 4: Creating a Family Story and Legacy – January 2012 – AdvisorOne.com – Heritage planning helps people to identify the stories, values, life lessons and experiences that make them unique.  This article goes into detail on how to write, document and use one’s story through the use of a Heritage Statement.


Organization Man – January 2012  – Financial Planning magazine – Styverson Strege & Co., a financial advising firm, describes why it started another division of the firm, Transition Point Business Advisors, which follows The Heritage Institute process. 


Beyond Estate Planning – Heritage Planning For Families Pt. 3: The Guided Discovery – December 2011 – AdvisorOne.com – Cameron Thornton begins breaking down the specific components of successful heritage planning, as it is already working in the lives of thousands of families.


Heritage Planning, Pt. 2: The Future of Your Clients’ Families – December 2011 – AdvisorOne.com – In an article about The Heritage Process, the trademarked solution The Heritage Institute uses with families, Cameron Thornton explains that planning for the future of your family is just as important as planning for the future of your money.


All In The Family – December 2011 – Financial Planning magazine – Cameron Thornton sites some examples of how intra-family loans are gaining traction to finance start-ups and help out family members in other ways.


The STP Approach to Business Building for Financial Advisors – December 2011 – Financial-Planning.com – Marketing Maven, Marie Swift, promotes the “Advisor of the Future: The Road Ahead,” video segments highlighting eight industry thought leader’s, including Cameron Thornton, after the 2011 Financial Planning Association’s National Conference.


Publisher Chats with Richard Del Monte of the Del Monte Group – December 2011 – Trust & Estates RepTV – Richard Del Monte gives an overview of the benefits of heritage planning for clients and describes the typical process a family goes through.


Heirs Take Money and Run – From Financial Advisors – November 2011 – InvestmentNews –  Rod Zeeb explains that in financial planning practices that do not specialize in multi-generational planning, the vast majority of times clients take the money managed by their financial advisor and leave once the parent dies.


Pay Attention To The Kids – November 2011 – Financial Advisor Publications – In a 3-part series geared towards financial advisors, Rod Zeeb tells financial advisors how to keep heirs as clients after their parents die.


Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational Planning – November 2011 – AdvisorOne.com – In Cameron Thornton’s first article on heritage planning, he gives an over view on why heritage planning is a critical element of multi-generational planning and how it is used in combination with financial planning and estate planning to keep families’ relationships and wealth intact.


Planners Use Intra-Family Loans to Cut Out Middleman – November 2011 – Financial Planning magazine – Cameron Thornton sites some examples of how intra-family loans are gaining traction to finance start-ups and help out family members in other ways.


Dreaming Bigger – November 2011 – Private Wealth magazine / Financial Advisor magazine – Charlie Haines describes how life-changing events transformed his business and helped him discover and become associated with The Heritage Institute.


Marketing That Works For Today’s Financial Advisors – October 2011 – Financial-Planning.com – Cameron Thornton describes how he is generating new business and stronger relationships by positioning himself as The Heritage Planning Professional in his community.


Cameron Thornton Says Client Retention is Critical, Shares Thoughts on How to Build Relationships Across Multi-Generations – October 5, 2011 – Industry Thought Leaders blog  - In a two minute video from the FPA National Conference in San Diego, Cameron Thornton, a partner at Navigator Legacy Partners, LLC and a Heritage Planning Professional, discusses the importance of multigenerational planning and how it fosters client retention.


Advisor of the Future: The Road Ahead (Introduction to 8 part series) – October 2011 – Financial Planning AdvisorTV – What will the financial advisor of the future need to survive and thrive?  Marketing communications expert, Marie Swift, introduces a Thought Leader series that includes Heritage Planning Professional and GenUs Collaborative member, Cameron Thornton.


Advisor of the Future: The Road Ahead (part 7 of 8) – October 2011 – Financial Planning AdvisorTV – What matters most?  That’s the question that Cameron Thornton, a Heritage Planning Professional and GenUs Collaborative member, addresses in his Thought Leader interview.


Follow The 3 M’s Process for Marketing Success – September 2011 – Financial-Planning.com – Marketing Maven, Marie Swift, lists the events she plans to attend at the end of 2011, including The Heritage Institute’s annual meeting in Portland, OR.


When Clients Become ‘Family Stars’: 5 Ways Advisors Benefit – September 2011 – Financial-Planning.com – Marketing communications expert, Marie Swift, highlights the events she’ll be speaking at in 2011, including hosting a discussion with industry thought leader, Cameron Thornton, at the 2011 FPA National Convention.


News Summaries

                   Home   l About The Heritage Process  l  Families  l  Professionals  l Training  l  Training Schedule  l  Contact  l  Video