5. What am I going to talk about tonight that
may remotely engage you?
• Calories and cave dwellers
• Trees
• Television
• The planets
• Happiness
• The human psyche
and stuff like that…
6. Why this is important today
A back to basics approach
Forms strong long term client relationships
Intergenerational family planning
Ideal for working with lawyers/accountants
A target rich environment
Very little ‘investment’ risk
Easy to find and identify
13. How typical is this family scenario?
Father
Husband Wife Ex Wife
Daughter Girlfriend Son 2 Son 1
Grandson
14. The Golf Club Sandwich
80s
50s to 60s
20s to 30s
0 to 5
15. The Up All Night Club Sandwich
90s
60 to 70
30 to 40
Teens
16. How well equipped are we all?
• Technical (Mars) and emotional (Venus)
• AF1 Tax and Trust Planning
• R05 Financial protection
• STEP certificate or diploma
• ER1 Equity release
• CF8 Long Term Care
• SOLLA
17. Answers Technical Responsive Products
Detailed Solutions Cleverness Right
18. Listening Understanding Clarity Helping
Non
Empathy Compassion Patience
judgmental
19. If not you, then who and if not now, then
when?
There is nobody else ‘out there’ who can offer
what we can, in the style that we do, in a
confidential and non-judgmental manner.
There has never been a better time to focus on
helping a specific sector of our society.
We are on the cusp of exciting times.
