Services For
Advisors
You want to help your clients grow and protect their wealth. And you care about their well-being. It turns out that wealth and relationships are integrally linked. In our experience, advisory relationships that transcend the numbers and address the humans side of wealth are both rare and invaluable.
When advisors align their services with the goals and purpose of their clients’ wealth, they strengthen their role as trusted advisors. We seek to complement advisors through training and consulting about wealth dynamics as well as addressing client challenges that fall outside the scope of their practice.
Speaking, Consulting and Training
Graddha aims to help advisors better serve their clients through a deeper understanding of wealth dynamics.
How do you attend to the human side of your clients’ wealth? Do you know the purpose of your clients’ wealth? Advisors in charge of growing and protecting financial assets play a critical role in their clients’ well being. It is imperative that the client and advisor trust each other fully. And, more than ever, advisors must attend to the human side of wealth. This means connecting money making with meaning making.
While there are a limitless number of relevant client scenarios where Graddha can help, here are a few client profiles where Graddha could enhance the client advisor relationship and help facilitate superior client satisfaction and effective planning:
A client is planning an estate, either for the first time or updating an existing estate plan and is concerned about what it will mean if (s)he leaves an inheritance for the children
A client has just come in to a large amount of money and is undergoing an identity crisis
A couple is planning a divorce and needs to address the emotional aspects of financial planning for the divorce
A client is overspending and the advisor wants to help them learn to use their resources sustainably
A couple can not plan their investment strategy because of differences in their risk tolerance
