70% of estate transition plans fail, not because of a poorly defined estate plan, but because parents haven't transferred their values to their children. Learn how to talk with clients about something that robo-advisors will never be able to replace — investing in your children and leaving a legacy.
True Tamplin is a public speaker, executive coach, entrepreneur and author. His book Raising an Executive speaks on leaving a legacy through investing in your children—by igniting their inner executive to outperform their peers and continue your legacy.
The Hyatt Regency4545 MacArthur Blvd.Newport Beach, CA 92660
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