THE ADVISOR WEDGE Becoming indispensable when health rewrites the plan
CONTINUITY Being there when it matters most. Financial management doesn't answer the questions families ask in a crisis. By providing health infrastructure, you become the only partner in the client's life capable of managing the transition from 'Wealth' to 'Well-being'.
RETENTION Securing the next-gen decision- maker. Wealth transfer is often triggered by a health crisis. When the center of gravity shifts to the adult child (the caregiver), they remember the partner who helped them navigate the chaos. This anchors the account for decades to come.
COMMERCIAL MOAT Defense that cannot be commoditized. Emotional loyalty is a hard commercial asset. By solving for the 'Fourth Pillar,' you build a defensive moat that competitors cannot displace with lower fees or better marketing.
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