Month: August 2023

FEATURE
Navigating Estate Planning with Care and Communication with Charles McClenaghan, Esq. (Ep. 22)

Navigating Estate Planning with Care and Communication with Charles McClenaghan, Esq. (Ep. 22)

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Estate planning can be a difficult conversation to have, but it’s important to start the conversation early. Commendably, your clients have taken the step to address the inevitable topic of mortality. Recognizing the emotional weight of this discussion, you can assure your clients that while it may be daunting, crafting a well-thought-out plan is indispensable to ensure their wishes are meticulously executed in the future.  

As a legal or financial professional, one of the most impactful actions you can undertake is to initiate dialogues with your clients’ families ahead of time. By doing so, you normalize this discourse and alleviate potential discomfort for all parties involved. 

In this episode, we sit down with Charles McClenaghan, a distinguished attorney at McClenaghan Law Group, to delve into the significance of estate planning and the art of cultivating enduring relationships with your clients.  

By highlighting the value of orchestrating a family meeting, this conversation emphasizes that waiting until a moment of loss is far from ideal. The pivotal question arises: How can you encourage your clients to include their children in these discussions? How can you tackle the sensitive topic of mortality?

In this episode, you’ll learn key concepts on: 

  • Skillfully acknowledging your clients for their commitment to discussing estate planning
  • Reminding your clients that leaving a legacy of harmony rather than hardship is ideal
  • Conveying preemptive communication regarding parents’ wishes
  • Establishing early on the notion of a “lifelong relationship,” creating a foundation of trust and partnership
  • And more!

 

Connect with Lara Galloway:

Connect with Charles McClenaghan

Host University 2023:

About our Guest: 

Charles H. McClenaghan brings over 40 years of Legal, Financial and Real Estate related experience to his clients. A graduate of Ohio University, 1973 and Capital University Law School, 1979, he is a member of the Ohio State Bar Association, and the Columbus Bar Association.  

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FEATURE
Investing in Trust: Connecting with Women and Next-Gen Investors with Julie Johnson (Ep. 21)

Investing in Trust: Connecting with Women and Next-Gen Investors with Julie Johnson (Ep. 21)

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Establishing trust and fostering meaningful connections lie at the core of every successful financial advisor’s practice. Younger generations and women seek reassurance about their financial future, particularly regarding a secure retirement. A financial advisor’s utmost responsibility is to guide them on the path toward lasting financial security. 

In this episode, we explore the pivotal role of emotional engagement alongside Julie Johnson, President and Chief Engagement Officer of XY Communication. Undoubtedly, trust emerges as the defining element that can either propel or hinder a financial advisory business. Central to this trust is forging and nurturing robust client relationships where clients are valued and cared for. 

Together, they shed light on the projected shift in wealth ownership. By 2030, 65% of women and individuals under 55 expect to hold investable assets. Considering this landscape, the significance of emotional engagement and relationship building becomes even more pronounced for financial advisors looking to cater to a diverse and growing clientele. 

In this episode, you’ll learn key concepts on:

  • Building trust and connection with women and next-gen investors
  • Cultivating lasting relationships with your clients
  • Crafting thoughtful questions to unveil your clients’ needs, aspirations and worries
  • An exclusive invitation to White Glove’s Annual Host University — an extraordinary event that promises to transform your marketing perspective
  • And more!

 

Connect with Lara Galloway: 

Connect with Julie Johnson

Host University 2023:

About our Guest: 

Julie Johnson started her career in 1996 as a rookie with Smith Barney in Denver. By 2007 she and her team managed over $1B in AUM. They moved their team and every client, including pensions, foundations, 401k’s, family offices and ultra HNW individuals, to UBS in the fall of 2007, and then came 2008…

Having obtained her CFP and CIMA designations, Julie was named SVP with UBS. Her team received Barron’s top advisor and top team awards during her tenure. On multiple occasions, she was invited to speak at national conferences and consult on practice management, sales and business development and relationship management. In 2016 Julie received her Behavioral Finance Certification and began her career as a full-time certified coach, consultant, public speaker and facilitator. She was engaged in consulting with boards, management, advisors, and teams and speaking at esteemed national conferences such as Barron’s and Fidelity, as well as several regional conferences, both in person and virtually, with FPA, Forbes, Morgan Stanley, Wealth Management, UBS, Ameriprise, BNY Mellon, to name a few. 

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