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https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1598981335871-D1C8UYEHQSVUUIQGMSZS/Sustaining.png BLOG - Starting over - The Gift of Effective Family Governance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.theheritageinstitute.com/contact daily 0.75 2025-04-11 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577104778-NKYEYGER2J22SEDZG3OI/New+THI+Logo+-+black+-+no+background+5-23-22.png Contact Us https://www.theheritageinstitute.com/professionals daily 0.75 2023-07-26 https://www.theheritageinstitute.com/whoweare daily 0.75 2026-03-15 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577155023-WW69SLZCYDNZVFRRLD3B/THI+Banner+-+Community+FINAL+5-23-22.png Who We Are https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1609708045700-6GFP44V775FWXGDK3DYA/Destination+Trusted+Advisor+Podcast+art-SML.png Who We Are - Click on the image to listen to the “Who We Are” podcast with Heritage Institute founder Rod Zeeb https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/2034e6b3-3d2c-4076-8f38-27649975a70f/IMG_1939-Edit+3.jpg Who We Are - ROD ZEEB ROD ZEEB Founder & CEO https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/ea4e0f48-7462-42bd-b0c0-0ad57c7c3dfc/Lori.jpg Who We Are - Lori coonen LORI COONEN Chief Learning Officer https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/5d9d38cd-c80c-41d5-8517-28870c16d9c5/Suzanne+Attea1.jpg Who We Are - SUZANNE ATTEA SUZANNE ATTEA Office Manager/Executive Assistant https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/4737a872-689e-4596-8f03-aacc29c14df4/Diana+Contorno.jpg Who We Are - DIANA CONTORNO DIANA CONTORNO Marketing Assistant https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/e5236a5c-5f4e-474e-a5f4-ba76cc760e84/Kate+Booyer.jpg Who We Are - KATE BOOYER KATE BOOYER MARKETING ASSISTANT https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/12b4d5d0-7dde-4fdb-baff-6e1204d756d9/Merly%2C+A+Headshot.jpg Who We Are - ASHLEY MERLY EXECUTIVE ASSISTANT https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/17591d91-f515-4040-9347-f5c0bc170900/Allegiance+Logo.png Who We Are - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/b8359882-11d4-49f6-a910-c3fb25c8b056/RCNH+Logo.png Who We Are - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/ca781412-c1c5-4ecc-9be8-26a8f67e6056/Genacy+Group+Logo+-+FINAL+8-15-24.jpg Who We Are - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/9a6c6825-41e7-49a9-aaa7-4111d19a1387/leafplanner+Logo.png Who We Are - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577231159-DS16PL80VFDITBI4YYGG/New+THI+Logo+-+black+-+no+background+5-23-22.png Who We Are https://www.theheritageinstitute.com/take-action daily 0.75 2024-02-15 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653576940703-ATVO8ESVFRC7JVXDNU1F/New+THI+Logo+-+black+-+no+background+5-23-22.png Take Action https://www.theheritageinstitute.com/resources daily 0.75 2026-02-25 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1436293904844-SQ00BDLBQK8281NWEQEH/image-asset.png Resources - Sustaining Family Wealth & Unity Across Generations Our work, plus contemporary studies and the cumulative experience of professional advisors, provided the answer: families who remain strong and unified across generations share many specific ‘elements of success’ in common, including how they intentionally teach and transmit those elements to succeeding generations. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1619114980263-NB98UH6JMF651W4I2WCX/women-2748752_1920+%282020_02_01+16_52_38+UTC%29.jpg Resources - The Lead Advisor In my experience working with very wealthy clients for two decades, I have identified two truths about the dynamics of their advisor relationships: (a) most affluent families actually do work with someone whom they regard as a “Lead Advisor,” and (b) those families who don’t have a Lead Advisor desperately need one. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1605556532656-M6VBJJYN3G5TH45MFEJZ/Transform+Philanthropy+COver.png Resources - Transformational Philanthropy “Transformational philanthropy” may be a new term to some of you. Here is an easy way to understand the concept: imagine a gift that has as profound an impact on the donor who makes it (and often their family) as it does on the organization receiving the gift. That is the essence of transformational philanthropy. In this paper, we will examine the "natural" benefits that accrue to professionals and charitable organizations that help the families with whom they work remain together. In short, we will look at how to create multi-generational, transformational philanthropy, which results in multi-generational philanthropists and donors. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1585671298333-MMQVA3W1593VRQL8420C/when-grandchildren-are-in-care-279770222-1280.jpg Resources - Person of Influence Activity This activity provides parents and grandparents with a wonderful opportunity to help children to understand the lasting impact that individuals can have on their lives. Do the activity yourself, and then share with the children. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1619112437703-2P3TJ5EFTOYN3GEQMDPE/Outcome%252BAdvantage-Ryan%252BZeeb-THI-MED_Page_01.jpg Resources - The Outcome Advantage The purpose of this article is to explain and illustrate how re-framing your role, deliverables, and compensation can dramatically enhance your client relationships, while significantly differentiating your business. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1619112963981-AUYG7BCQYCJRBBYIXXK3/anxiety-2902575_1920.jpg Resources - The Effective 6-Step Stressed Client Call During times of crisis, some advisors lose clients, and other professionals gain clients. Those who were being proactive, calling and listening gain clients. Those who do not take the opportunity to build relationships and merely provide data and analysis to their clients lose clients. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1513193450547-LJP4DJHE7G2BHSORO02F/Be+Intentional+thumbnail.jpg Resources - First, Be Intentional In this article by Heritage Institute CEO Rod Zeeb, the role of intentionality in achieving success is examined, and practical steps for becoming more intentional are explained. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1616796821622-R959Q2WNHPSU81LZ32YN/3rd+Component-THI-2-21-MED_COVER.jpg Resources - Successful Multi-Generational Planning The difference is that successful multigenerational families add a 3rd ‘component’ to the traditional disciplines of financial and estate planning. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1618603257861-8SLWO1HZEYANA2OZSKRA/image.jpg Resources - Guidelines for Effective Family Governance The ultimate goal of Family Governance is to create a high-performance, multi-generational team in which the succeeding generations are participating in decision-making, leadership activities, and hands-on money management long before their parents pass on. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1598980908852-UNT2XV35P25EUOZNDVE2/4+Things+to+know.png Resources - There is a huge shift taking place in the planning world… and it presents a myriad of opportunities and challenges for planning professionals. Are you ready? https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577420739-BZP3FCDPFWE3YOZIA6GU/New+THI+Logo+-+black+-+no+background+5-23-22.png Resources https://www.theheritageinstitute.com/family-alignment-day daily 0.75 2023-07-26 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1435794355419-FTQPAMF78U57YBNRKDQQ/alignment-5.jpg Family Alignment Day https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1435794762921-W6XFMCK3ST6OX9O5826U/image-asset.jpeg Family Alignment Day Family fun, and the business of the family are the order of the day. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1436308346572-8YPZJ25S3913133MYFXB/THI-logo-lrg-trans-B.png Family Alignment Day https://www.theheritageinstitute.com/the-heritage-process daily 0.75 2022-05-26 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577312659-K2GRQ3KMYPFXG6KMCOXX/New+THI+Logo+-+black+-+no+background+5-23-22.png The Heritage Process https://www.theheritageinstitute.com/g1-video daily 0.75 2023-08-16 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1437146187732-PF54ULDDQH0FTDONYUWA/Family-alignment-1.jpg G1-Video https://www.theheritageinstitute.com/g2-video daily 0.75 2023-08-16 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1437508545750-QBGVOPTIN3HLRQRLKUJ5/G2-banner.jpg G2-Video https://www.theheritageinstitute.com/speaker daily 0.75 2025-05-20 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/c9ddeca0-369f-4010-a8fc-9ecd75b58df5/prof+pix.jpg Professional Speakers Lori M. Coonen https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577261636-YYETZ31BN5RS9XJC7TE9/New+THI+Logo+-+black+-+no+background+5-23-22.png Professional Speakers https://www.theheritageinstitute.com/bbbattendees daily 0.75 2023-05-26 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1661862453276-H37GNWZ6Y6FPGNYBEG7X/FB+Event+Covers+-++TEMPLATES.jpg bbbattendees - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577682500-IDO8UBUUS5UU5GNPBE27/New+THI+Logo+-+black+-+no+background+5-23-22.png bbbattendees https://www.theheritageinstitute.com/fecd daily 0.75 2023-02-02 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1607814294714-D5T3X322OKE0DJ5PSKRW/THI+text+logo+12-12-20.png Facilitating Important Meetings & Challenging Dynamics https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1452885176828-614J2GTP7S2N6E0XIWBR/Storm-weather-ffcd.jpg Facilitating Important Meetings & Challenging Dynamics https://www.theheritageinstitute.com/graphic daily 0.75 2020-12-13 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1607817374586-C1DZQLUZ2LDAF3MRL5SP/THI+text+logo+12-12-20.png graphic https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1607817960857-98SI5N77WY5FAV7PLB3R/THP-graphic-for-web-12-12-20.png graphic Alignment Conversation: • Identify and prioritize your desired outcomes • Identify your current situation and gaps • Quantify the value to you of achieving those outcomes • Prioritize next steps identified to achieve your desired outcomes • Determine whether working together will help you achieve those outcomes Family Alignment Milestone (or similar event). Individually and together your family will determine: • The important/essential purposes of your family • The value of keeping your family together • Your individual communication styles and how to communicate more effectively with each other and together as a family • The family’s common values • The value of keeping your financial wealth in the family for generations • Next steps to help your family thrive Guided Discovery and Heritage Statement: • The Guided Discover interviews will help you: o Identify and articulate your story, life lessons, values, standards and principles o Clarify the positive turning points and influencers in your life o Articulate your vision for your family’s future • Your Heritage Statement will: o Document the insights from your Guided Discovery in a meaningful, inspiring and compelling document for the benefit of you and future generations. Collaborative Teams: • Identify, engage and coordinate the team(s) of professionals required to help you achieve your desired outcomes Ongoing Heritage Milestones: Regular (typically annual) Ongoing Heritage Milestones are the key element for successful multigenerational families. This is how and when the family develops and passes the culture of communication, trust and mentoring around its common vision that is vital to maintain a successful multi-generational family. Themes for these gatherings may include: • Creating your family’s Purpose Statement • Creating and implement Family Governance • Developing the rising generations through mentoring and “pre-inheritance” experiences • Developing and implementing the “business of being a family” (not the family business) https://www.theheritageinstitute.com/fsc daily 0.75 2020-03-08 https://www.theheritageinstitute.com/clientcall daily 0.75 2020-04-24 https://www.theheritageinstitute.com/resourcelibrary daily 0.75 2026-02-25 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1598981335871-D1C8UYEHQSVUUIQGMSZS/Sustaining.png Resource Library - Sustaining Family Wealth & Unity Across Generations Our work, plus contemporary studies and the cumulative experience of professional advisors, provided the answer: families who remain strong and unified across generations share many specific ‘elements of success’ in common, including how they intentionally teach and transmit those elements to succeeding generations. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1619120136579-3X9OUJ3UXVOLVNCH2HNI/women-2748752_1920+%282020_02_01+16_52_38+UTC%29.jpg Resource Library - The Lead Advisor In my experience working with very wealthy clients for two decades, I have identified two truths about the dynamics of their advisor relationships: (a) most affluent families actually do work with someone whom they regard as a “Lead Advisor,” and (b) those families who don’t have a Lead Advisor desperately need one. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1605556654694-8B09JK3BX3JEAOEO6J8B/Transform+Philanthropy+COver.png Resource Library “Transformational philanthropy” may be a new term to some of you. Here is an easy way to understand the concept: imagine a gift that has as profound an impact on the donor who makes it (and often their family) as it does on the organization receiving the gift. That is the essence of transformational philanthropy. In this paper, we will examine the "natural" benefits that accrue to professionals and charitable organizations that help the families with whom they work remain together. In short, we will look at how to create multi-generational, transformational philanthropy, which results in multi-generational philanthropists and donors. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1598981595250-023BFOZWLY4HLG5QB07G/when-grandchildren-are-in-care-279770222-1280.jpg Resource Library - Person of Influence Activity This activity provides parents and grandparents with a wonderful opportunity to help children to understand the lasting impact that individuals can have on their lives. Do the activity yourself, and then share with the children. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1619116113512-XH37X59YPOCT04UEP2K6/Outcome%2BAdvantage-Ryan%2BZeeb-THI-MED_Page_01.jpg Resource Library The purpose of this article is to explain and illustrate how re-framing your role, deliverables, and compensation can dramatically enhance your client relationships, while significantly differentiating your business. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1619116225203-WP9KECZMW8VP6K0GUCG9/anxiety-2902575_1920.jpg Resource Library - The Effective 6-Step Stressed Client Call During times of crisis, some advisors lose clients, and other advisors gain clients. Those who were being proactive, calling and listening gain clients. Those who do not take the opportunity to build relationships and merely provide data and analysis to their clients lose clients. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1598982444603-ZGBGVH4223G4PVWBKK1W/Be+Intentional.png Resource Library - First, Be Intentional In this article by Heritage Institute CEO Rod Zeeb, the role of intentionality in achieving success is examined, and practical steps for becoming more intentional are explained. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1616796400798-75X4BB1900XEVSC7G2I4/3rd+Component-THI-2-21-MED_COVER.jpg Resource Library The difference between the 90% of families who fail and the 10% who successfully keep their family and wealth together for multiple generations is that successful families add a 3rd ‘component’ to the traditional disciplines of financial and estate planning. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1598982813080-OJ5GYBZNR4ATQGQZ94EZ/Family+Gov.+jpeg.jpeg Resource Library - Guidelines for Effective Family Governance The ultimate goal of Family Governance is to create a high-performance, multi-generational team in which the succeeding generations are participating in decision-making, leadership activities, and hands-on money management long before their parents pass on. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/ac056436-bc6b-4f27-917e-fa0a347ba253/Screenshot+2023-12-16+at+11.29.01%E2%80%AFAM.png Resource Library - Collaboration The purpose of this paper is twofold: first, to highlight the benefits that high-level collaboration delivers to both the client and the advisor, and second, to identify and offer concrete solutions for the three primary issues that prevent advisors from collaborating together effectively. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1598980973466-O39S3KZPOBCULD1K02WL/4+Things+to+know.png Resource Library - There is a huge shift taking place in the planning world… and it presents a myriad of opportunities and challenges for planning professionals. Are you ready? https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1598987224238-MWTTPC0LW46D68Y760FS/Trust+photo+for+THI-HAGA.jpg Resource Library - Trust Everything we do in our personal, professional, and community lives depends to some degree on the value of trust. This article considers the many roles that trust plays in life. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577608707-15TFZ90XROK608GRHEDO/New+THI+Logo+-+black+-+no+background+5-23-22.png Resource Library https://www.theheritageinstitute.com/hdforyourbusiness daily 0.75 2020-09-14 https://www.theheritageinstitute.com/home daily 1.0 2026-01-27 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/cefe85ca-3d39-46ab-a239-8d020b30974a/Image.jpg Become Your Clients' Trusted Professional - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1608261322217-UGN8VWG7BY4RNG41LCCV/mixed+group+biz+meting-HOME-TOP-MED.png Become Your Clients' Trusted Professional https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1608570383401-Z6OJ7H77QONKFLSOX4Z1/Mature-bizwoman-giveword-home.png Become Your Clients' Trusted Professional https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1607636948201-BCWI1ZVO1JMYEA3BA1RV/happy+biz+meeting+for+home+page-MED.jpg Become Your Clients' Trusted Professional https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1608234427600-GJULV8ZFEBXJVMFQQSIX/frustrated+bizwom+home+pg.png Become Your Clients' Trusted Professional https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1604700659353-T0PY9S5FEWFEL6TU18IV/reach+clients+deeper+level.png Become Your Clients' Trusted Professional https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1626376681092-EVJXNDNRXSG5UJM03DX4/1.png Become Your Clients' Trusted Professional Listen to the podcast https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653576898148-ESITZ05WQY16OHZ79UGA/New+THI+Logo+-+no+background+-+FINAL+5-23-22.png Become Your Clients' Trusted Professional https://www.theheritageinstitute.com/training daily 0.75 2025-12-08 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1607633872949-OIU3U8O48Y7N77GNR9IF/mature+bizwoman+for+master-MED.jpg Training Levels https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1608251494649-4UZH7SI6MOIGJJ4K3UWJ/business+people+listen+for+web-TEXTWHT.png Training Levels https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1608250736389-A8TJH2DFX4LDTIMINWQO/coworkers+connecting-TEXT.png Training Levels https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1608252492880-X9JZ8ILCIV318I25HI62/master+page+business+people-WHT-TEXT.png Training Levels https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1631118351082-VUK4HAHWWKJAX0FF6IK5/HDP+lighter+BLUE+logo+2021.png Training Levels - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1612110728525-M56GXHK171EZXNQCKBM4/Is%2BTHI%2Btraining%2Ba%2Bfit%2Bfor%2Bweb.jpg Training Levels https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653576987189-0AWY2LCWZ03CND5SX17W/New+THI+Logo+-+black+-+no+background+5-23-22.png Training Levels https://www.theheritageinstitute.com/introductions daily 0.75 2022-05-26 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1608253346745-NKJJXF1M7QLEUW5AS01Y/handshake+for+intro+page-MED-WHT.png Introductions for Trusted Advisors https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1613169834789-4RMYNIYDLCEN69YYT5V8/You+Are.png Introductions for Trusted Advisors https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577551933-JA6SYGZEQD3V1GRPKPXL/New+THI+Logo+-+black+-+no+background+5-23-22.png Introductions for Trusted Advisors https://www.theheritageinstitute.com/increase daily 0.75 2022-05-26 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1608254292134-X0I127EJYOEJUHWL2DOV/Increase+AUM-Retain+Clients-WHT-TXT.png Increase Assets Under Management & Retain Clients https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1607727593064-YMTTJQA37ZRNLRIRXVZ2/light+for+increase+page.jpg Increase Assets Under Management & Retain Clients https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577526835-Z5JKK29UP4XC81O7KALV/New+THI+Logo+-+black+-+no+background+5-23-22.png Increase Assets Under Management & Retain Clients https://www.theheritageinstitute.com/community daily 0.75 2022-05-26 https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1608254573296-JAXRSEQ96L49P6DHUNKU/community-WHT-TXT.png A Community Like No Other https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/1653577579228-GPPGMFXNL43U1LCKLS0S/New+THI+Logo+-+black+-+no+background+5-23-22.png A Community Like No Other 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It cannot be done by simply holding a family meeting or two, or a retreat... Read More → https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/171cebb1-578c-48a7-9975-f3e4bad3aa9a/thumbnails+sites.png Blog - Make it stand out UNLOCK THE SECRETS OF ENHANCED CLIENT ENGAGEMENT: The BBB Training Difference Our Better Listening, Better Questions, Better Relationship (“BBB”) training was initially part of our Heritage Design Professionals Certification Coaching Program. Read More → https://images.squarespace-cdn.com/content/v1/5575d2cae4b0992cf8978611/3553615c-1014-43cc-aa5b-7556cc094643/Heritage+Institute+-+Social+Media+Posts+%28LinkedIn+Post%29+%288%29.png Blog - Make it stand out GENERATION DIFFERENCES As a trusted professional for the family, did you know you have to “up your game?” I know it is in more ways than just one; however, today, we will focus on the differences by generation. 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