Why Do Families Build a Banking System? Advisor POV#shorts #podcast #insurance

Can you think of a moment that a conversation, maybe an interaction that you've had, whether it's with a prospective client or an existing client, and you left that Zoom meeting or that in-person meeting thinking, wow, this is why I do this?

I would say yes. I have a client who's a large family, lots of little ones. It's always a joy and a pleasure to have a conversation with them, and they're really taking the time to understands, but also put themselves in a good position financially for their children. Focus on estate planning, focus on, hey, what's the next steps? Like, what do I do in case something were to happen? And they're also starting this process, building out their family banking system by having all their kids, you know, doing it as well. But it's always such a joy to listen to them because they have such a willingness and an eagerness to learn so that they can benefit and better their family's financial position from for now and securing their legacy moving forward. You know, conversations like that, it's worth the reason why we do this.