Finding Clarity Amongst The Letters

November 5, 2009

Making a difference by being curious and caring.

MIAMI, FL, November 05, 2009 /24-7PressRelease/ -- According to giftlaw.com the new predications state the net worth of America will grow to $70 to $85 trillion by 2020. Assuming that there are approximately 5,000 full-time gift planners, by 2020 there will be at least 1,000 families of $1 million or more per gift planner. But will these planners start to offer suggestions beyond adding another zero to the bottom line?

In a tumultuous sea of acronyms for professional advisors, there is now one designation that is proving to demonstrate a real difference for clients and that is the C.L.A, (Certified Legacy Advisor).

According to Don Tolep, S.V.P of Sheridan Advisors and a Certified Legacy Advisor, it is extremely difficult to be truly able to help people with their four levels of capital, (social, intellectual, human, and financial) if you do not understand their very personal thoughts (and feelings) about the handling of money.

In this new milieu, many planners are using the jaded approach of offering food at restaurants to lure new blood, while showcasing their same old, self serving products. How "ho-hum" that has become as potential clients mailboxes are filled daily with such offers.

In the confusing times we are now experiencing, portfolios are down and cash giving to charities would appear to be a thing of the past. This is why books such as " What Americans Really Want...Really" by Frank Luntz are becoming so popular.

When coming face to face with clients, Tolep asks the following questions: "What have you accomplished with your wealth"? (Not just the money, but the wealth of family, and future generations). And ever more important, "Would you like to re-direct money that would have gone to taxes to your children and charity"?

Wealth is a key element of every plan, but family relationships, significance and legacies are sometimes more important. We prefer to focus first on what is really important in people's lives and how they want to impact not just those around them but future generations as well.

Contact: Don Tolep
954-260-9010
don@sheridanadvisors.com
http://www.sheridanadvisors.com

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