Elevate Your HNW Advisory Practice with leafplanner
In the evolving landscape of HNW wealth management, the need for a unified, holistic view of client information has never been greater as more and more firms are adding family office services into their practices. Advisors are increasingly challenged to deliver value beyond traditional wealth management, addressing the complex needs of multi-generational families and their intricate enterprises. Enter leafplanner—a transformative platform designed to streamline information, enhance client engagement, deepen relationships, and optimize your advisory practice.
Why leafplanner?
leafplanner is not just another tool; it is a paradigm shift in how to approach family wealth management. With over three decades of wealth advisory and risk management expertise distilled into its software, leafplanner offers a comprehensive solution to integrate, organize, and communicate the disparate elements of a family’s financial and personal life.
Key Benefits for Advisors
1. Differentiate Your Service Offering
In a competitive market, distinguishing yourself from other advisors is crucial. leafplanner empowers you to deliver unprecedented service by offering a platform that goes beyond wealth management. By using leafplanner, you can:
Demonstrate Deep Client Care: Show your clients that you are invested in their holistic well-being, not just their financial assets.
Apply a Family Office Lens to Your Practice: By focusing on every moving piece within your client's family enterprise, you can offer a more holistic service, similar to that of a Multi-family Office.
Offer a Family-Facing Platform: leafplanner is built to be a client-facing platform that will help families manage their family enterprises.
Enhance Service Delivery: Provide a level of detail and organization that surpasses traditional advisory tools.
2. Deepen Client Relationships
Building strong relationships with clients and their families is key to long-term success. leafplanner helps you:
Engage with the Entire Family: Utilize its family-facing platform to foster relationships not just with the primary client but also with heirs and other family members.
Secure Future Business: Bringing younger generations into the financial fold can be a growth multiplier for your practice. With the aging generations expected to pass on more than $70 trillion in assets within the next 25 years, client needs for generational wealth planning will likely only increase. leafplanner allows you to identify the next generation and begin to incorporate them into your plan.
Educate Rising Generations: Support the education of younger family members about financial literacy and their roles in preserving the family legacy.
3. Uncover Opportunities and Identify Blind Spots
leafplanner provides a holistic perspective of your clients’ affairs, which can uncover new opportunities and enable your team to proactively address potential risks:
Holistic View: Gain insights into the complete picture of a family’s wealth and structure.
Risk Management: Identify and address blind spots before they become issues, ensuring comprehensive risk management.
4. Improve Service and Save Time:
leafplanner is not only built to differentiate your offering but also improve service and save time.
Custom Alerts: Assign in-app alerts to your team to effectuate planning requirements and specific actions regarding a client account.
Calendar Integration: These alerts can be directly integrated into your calendar to limit the possibility of missed tasks and oversight.
5. Create a Comprehensive Client Picture
Achieve a seamless aggregation of all client information, creating a singular, reliable source:
Document Accessibility: Ensure that critical documents and data are easily accessible and organized.
Succession Planning: Facilitate a more effective succession of information, preparing families for both planned and unexpected transitions.
leafplanner: A Proven Process with Industry Expertise
leafplanner’s process is grounded in decades of expertise and a deep understanding of the wealth management landscape. Here’s why it stands out:
Subject Matter Expertise: Developed with input from a wide range of experts including insurance, legal, medical, and family dynamics advisors.
Proven Methodology: Successfully applied across various wealth levels, firm sizes, and use cases, tailored to meet the individual needs of every family.
Connecting the Pieces
Understand Ownership Structures: Clearly communicate who owns what and how different elements are interconnected.
Facilitate Efficient Communication: Ensure that all relevant parties are informed and prepared.
A Tool for the Modern Advisor
leafplanner is charting new territory by integrating WealthTech, professional services technology, and family office management. It equips advisors with a tool to:
Facilitate Family Planning: Use the platform to guide discussions, risk assessments, and educational sessions.
Onboard New Advisors and Family Members: Provide a comprehensive introduction to new team members or heirs, ensuring continuity and understanding.
The Path Forward
Integrating leafplanner into your practice not only enhances your service offering but also aligns with the goals of modern HNW families and family offices. By adopting a holistic, comprehensive approach to managing and communicating client information, you can simplify family office services and elevate your advisory practice to new heights.
Embrace the future of wealth management with leafplanner. Transform how you serve your clients, strengthen relationships, and streamline your advisory process. The future of advisory excellence is here.
Contact us today to learn more about leafplanner and how our platform can support your family or clients.
