Tuesday, September 9 at 4 PM EST
Seasoned advisors recognize the rhythm of effective client work in their own specialties. What often goes unspoken is the shared cycle that drives progress across all disciplines. To articulate this common ground, the UHNW Institute examined advisory practices within the Ten Domains of Family Wealth™ and identified three recurring phases: Assessment, Implementation, and Monitoring—the AIM Framework™.
Supported by a unified vocabulary and grounded in integrated wealth management, the AIM Framework helps clients and advisors collaborate more efficiently and describe services with greater clarity. It also strengthens the process of making cross-domain decisions.
Join Jim Grubman, PhD, on September 9 for this roundtable as he further introduces and explains the AIM Framework.
Members can register through the Member Portal, here.
If you are interested in becoming an Institute member, contact us here.
Speaker
Jim Grubman, PhD
Owner, Family Wealth Consulting
UHNW Institute Board of Directors Member
Chair of the Content & Curriculum Committee, The UHNW Institute
