如何有效切入家族客户的传承规划?

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如何有效切入家族客户的传承规划?

时间:

发起人: 刘有辉

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活动介绍

面对普遍存在的代沟问题,刘先生会提出一个新的,跨代领导力的方法,不是努力消除代沟或对代沟问题掩面不看,而是积极的,建设性的去应对,化代沟为连接。对于执业者来说,这种新方法和新态度可以更有效的吸引客户;对于家族领袖来说,这不仅是一种处理家族问题的新视角,更是一种新的,更加行之有效的指导原则,让家族共有价值观得以构建。

Speech will promote a new trans-generational leadership approach managing generational gap, **. taking a positive and constructive approach to bridge it instead of trying to emanate generational gap, or negatively avoid this issue. This leadership principle will help practitioners to have a new attitude and skill to engage client more effectively, and family leaders not only can learn a new perspective to deal with family issue, but also can use this new practical principle to form shared family values.


This keynote speech is part of a WMI Singapore event on 22nd of Oct, named Unlocking Opportunities in InterGenerational Wealth Transfers.