The Gallos have extensive experience working with some of the top financial firms and professional organizations in the US, including Merrill Lynch, Wachovia Securities, New York University, Goldman Sachs, The American Institute of Certified Public Accountants, U.S. Trust, Bessemer Trust and Northern Trust.
Use 3 key opportunities to help your clients and your practice:
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- Ask the Gallos to present one of their substantial key-note presentations to your clients, donors or prospects. All attendees receive complimentary copies of the Gallos’ books which often leads to follow-up opportunities for further discussions.
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- Retain the Gallos to work in private sessions with you and individual clients. Since you will be present in the meetings, you’ll gain a better understanding of issues facing your clients…and be there to help with the next steps.
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- Host a presentation by the Gallos to your referral sources. The more informed these referral sources become on complex issues, the more likely they are to discover new opportunities and refer more business to you.
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Presentations can be customized to emphasize areas of particular interest to the audience, including:
- Understanding your children's developmental stages and your parental money tasks
- Recognizing the eight behaviors of Financially Intelligent Parents
- Identifying your family's three dimensional relationship with money
- Clarifying your financial values
- Talking to your children about money
- Explaining socioeconomic diversity to your children
- Helping your children develop a work ethic
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- Using allowances to help your children learn to think in terms of choices, alternatives and consequences
- Recognizing the role of philanthropy in raising responsible children
- Developing family wealth plans which reflect your family's inner values
- Understanding and responding to the economic challenges posed by adult children
- Identifying the role of grandparents as money mentors
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