FOSTERING CLIENT RETENTION THROUGH WEALTH TRANSITIONS

Wealth Advisor/Family Office "Client Perk" Offerings for Heirs  

360º SUCCESS WORKSHOPS  &  IMPACT DEEP DIVE STRATEGY RETREATS for
Wealth Advisor Clients' Inheritor Retreats |  Intergenerational Family Office Retreats  

For nextgens who want 

an investment edge, by creating better filters to maximize impact &

financial returns while 

minimizing downside risk

across asset classes.

"Tami is gifted, knowledgeable, and fun. I found her SMART Charity framework very helpful for my personal charity and non-profit boards. She has a very strategic viewpoint and gets the human side of the equation."

  Peter O’Neill

  Chair, Rockefeller Family Council

  Board Member, Rockefeller Brothers Fund

  Board Member, Winrock International

Peter ONeill_happy.jpeg

You know the numbers. More than 80% of clients leave within one year of wealth transitions.  

 

Why? Wealth Advisors spend time lavishing the patriarch with attention, inadvertently alienating spouses or  nextgens, who often prioritize impact and values alignment expressed throughout their portfolio, not just in their philanthropic giving.

Do you need to gain

a retention edge,

solidifying your relationship

with client heirs and family office nextgens?  

Through customized Next Gen Success workshops you can give your clients' heirs exclusive access to programming they care about to show them you care about their priorities and are committed to their goals!  If you want to increase your intergenerational client retention, gift them Next Gen Success' proprietary 

impact programming 

hosted by your firm.

 

Smarter Strategies.

Better Results.

The Power to Transform

The Power to Transform

The InvestingSMART model helps clients refine programs for transformational success. Tami Kesselman and her team work closely with client management, diagnosing where the organization or program is succeeding, and where it is falling short, and help move from that space to a more powerful plan that mitigates downside risk while achieving goals faster and more effectively.

Rethinking success models

Rethinking success models

Bringing thought leadership around program excellence, designing for scale and building resilience.

The Power to Lead

The Power to Lead

Tami Kesselman addressing the opening session of a mobile-for-development conference in the General Assembly Hall of the United Nations, inspiring a global audience to see their potential for greatness in shaping a better future in their home countries and throughout the world.

Designing for Success

Designing for Success

Brought in as an expert to help Fortune 50 corporations, government aid agencies, and individual investors create programs to maximize their impact.

Conference Facilitation

Conference Facilitation

Whether working with Boards of Directors, small groups of senior executives, or global plenary sessions at the United Nations, Tami has a gift for enabling all parties to come together for consensus and forward action.

...Serving multi-generational clients who want to invest smarter, with strategies that are a home run for both patriarchs and NextGen heirs. Tami helps clients successfully create better filters to simultaneously maximize 

impact & financial returns while minimizing downside risk.

  

Wealth Advisor client impact strategy sessions

STRATEGIC ADVISORY - Tami Kesselman consults with you and your team to create compelling content for your clients. 

 

Whether you are a Wealth Advisor, a Director of an SFO or MFO, or the leader of an organization like YPO or Tiger 21, with members who have had or are about to have large capital transition events (including entrepreneurs after liquidity event who need to recalibrate the 'true north' of their wealth stewardship for the next phase of their life) and heirs who - often for the first time - have primary decision-making power over portfolio allocations, Tami works with you to customize her sessions to meet your audiences very specific needs, 

resonating for your clients where they are in their personal and professional journey and where they are headed. aspirationally.

 

Each aspect of the training can be customized to use examples from your firm that will resonate with and drive loyalty of your clients to meet your bottom line client satisfaction goals.

     WEALTH ADVISOR CLIENT RETENTION

We help you create client retention strategies that include value-aligned product offerings, whether defined by standard ESG and SRI filters, or individually customized client preferences.  

 

    FAMILY OFFICE IMPACT INTEGRATION  

We work with family offices and institutional investors to review portfolio filters, helping to invest smarter and minimize downside risk while achieving broader impact & stronger returns.

 

 

Our Primary Focus

Organizations with audiences wanting to identify better ways to maximize the financial returns & positive impact of their programs and to find paths to simultaneously be successfully professionally and happy personally.

WEALTH ADVISORS
"CLIENT PERK" SESSIONS

Intergenerational Family Office
IMPACT PROGRAMMING

UHNW Inheritor Client Retention after Wealth Liquidity Event

ADDITIONAL SERVICES

Tami Kesselman's proprietary Investing SMART™ framework helps clients refine programs for transformational success.  Kesselman and her team work closely with client management, diagnosing where the organization or investment strategy is succeeding and where it is falling short, and help move from that space to a more powerful plan that mitigates downside risk while achieving goals faster and more effectively.

Simply put, we help our clients identify where they want to be, and create a clear strategic plan to get there.

Have you faced any of these challenges?

Better Impact Diligence for Improved Returns
Strategy & Program Design

  • Requirements for market rate growth & 'positive societal impact' sometimes seem at odds with each other?

  • Lack of management or board alignment to reach long term impact & financial goals?

  • The need for better due diligence and risk assessments of impact portfolio projects?

  • Great conceptual ideas for growth, but lacking some of the right global partners to bring plans to full fruition?

We can help.

Tami Kesselman Expert Speaker on Generational Wealth Transfer and Impact Investing

THOUGHT LEADERSHIP

SPEAKING on SCALE - A dynamic speaker and featured keynote, Next Gen Success founder, Tami Kesselman, has developed a loyal following for her proprietary SMART Impact™ framework.

Growing up in New Canaan, CT, one of the most affluent towns in the United States, she speaks the same language as her UHNW audiences with a nuanced perspective that few can deliver. A uniquely talented advisor and coach, as soon as Tami begins to speak, her layers of cross-sector understanding  shine through. Unlike other speakers whose prior careers focused in one silo, Tami's career path spans corporate, entrepreneurial, intergovernmental and philanthropic work.  And it shows.

 

But her dynamic ability in the front of the room extends beyond that.  Somewhere between Harvard, Bain and multiple UN assignments, she studied improv at The Groundlings in Los Angeles (during a multi-year Hollywood side carrier...a story for another day!) and was hand-picked and trained by Tony Robbins at his most elite level of coach certification, jumping to a level of audience motivation that few have reached, with a unique ability to hold the focus of listeners that has propelled her to become an in-demand speaker for a wide range of participants who each leave with a renewed sense of excitement about the future and a clearer path for executing on their vision to achieve it.  

We can help!  Book a consultation to see how we can be of service to you.