We Help Wealth Managers Meet End-of-Life Planning Needs for Their Clients

ELDR provides invaluable training on end-of-life planning and the existential
challenges of the next few decades to help your employees:

  • Improve client experience

  • Generate additional revenue through a comprehensive service

  • Increase family referrals

Targeted Outcomes For
Wealth Management Firms

  • Confidence for your employees, knowing they have the understanding to guide their clients to comprehensive end-of-life planning

  • Deeper connection with your company and leadership through support of personal growth

  • Peace of mind for your employees, knowing they are more comfortable broaching difficult, but important, conversations with clients

  • Improved employee retention and recruitment through holistic development and innovative, cutting-edge programming

Targeted Outcomes For
Individual Wealth Managers

  • Personal and professional development resulting in increased confidence and improved skills

  • Practical tools to broach difficult conversations with your clients and guide them toward comprehensive end-of-life planning

  • Intergenerational transfer of wealth within your client base resulting in retention and new family clients

  • Personal understanding and clarification around end-of-life planning to apply both personally and through current or future caregiving roles with aging parents and loved ones

Affiliate Wealth Managers Training

Our 2-hour interactive training seminar for your employees concludes with an AFA (Affiliate Wealth Manager) designation.

A Senior Executive Coach will walk employees through our corporate training on end-of-life planning basics as well as share information on our AFA program.

  • Complimentary/no cost. Maximum of 15 employees/session.

  • ELDR provides template copy & images enabling company to share session details with employees through email newsletter and other company channels.

  • ELDR handles all communications from there.

End of Life Financial Advisor

Become an ELDR Affiliate Wealth Manager

Advisors who complete the 2-hour training will have an opportunity to join ELDR as an AFA (Affiliate Wealth Manager) and share our packages with clients.

  • Earn affiliate commission via tiered progression as your referrals grow

  • Commission split to be determined by partner organization

  • Educational and sales materials are provided to all AFAs along with one-on-one support as needed

End of Life Financial Advisor

“The importance of these conversations can have significant and lasting impacts on a family.”

—Jared Cohen, Onyx Bridge Founder

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