Local Advisor trains to ‘save’ 9 out of 10 families

Appleton, WI

Lori M. Coonen recently completed some of the world’s most innovative training for professional legacy advisors. “Alignment Days: For Families, Business & Organizations Training Program provides leading-edge practice instruction to legacy advisory professionals who wish to deliver significant new levels of value to their clients,” says Coonen. “This is enormously important training. The fact is that 60% of the time families identified lack of communication as the leading culprit in preventing success - and I am sure businesses and organizations would agree.  All too often, advisors do great planning for their clients only to watch their client’s wealth and family unity disintegrate over time, for reasons that have nothing to do with their planning. As professionals, we don’t want to see 90% of our client families fail to stay together–and it certainly isn’t what our clients want, either. This training provides proven tools and resources to help families, businesses and even organizations get stronger today, and stay that way for years to come.”

Coonen will apply her training in the work she does with client families, businesses, and organizations to help them to implement proven strategies to increase trust, improve communication, and develop a shared vision for the future. “Professionals have known for a long time lack of communication is a HUGE issue,” says Coonen. “Now we have the ability to help them succeed at the things that truly matter most to them.”

The training was conducted by The Heritage Institute, the recognized world leader in the research and application of heritage design services to families, individuals, businesses, and non-profit organizations.

ABOUT LIVING MY LEGACY

Living My Legacy has provided inter-generational coaching, facilitation, and heritage design services to clients since 2009. We focus on Creating Alignment with Purpose, Preparing the Rising Generation, Cultivating Leadership, and Identifying Roles so the family THRIVES TOGETHER!

For more information, contact:  lori@livingmylegacyusa.com