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Alan W. Pratt, CAP®, CEP
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Breakout Session
Tuesday, May 1, 2018 | 4:10 PM

Values-Based Practice Management - Building Your Client Base and Advisor Network Around Your Strengths and Values

Alan Pratt, CAP®, CEP, Pratt Legacy Advisors

This presentation is specifically designed for the advisor who is entrepreneurial, independent, and a proactive-professional. The workshop is interactive and will guide you through some wisdom-packed exercises and provide you with the tools you can immediately utilize to transform your practice. We will show you how to build your business based solely around your strengths and values and give you hands-on tools to build a strong network of like-minded advisors. This session is energetic and invigorating!! Many advisors who have attended previous sessions of this presentation have been overwhelmed by the usefulness of the materials and workshop exercises we engage in throughout the session. Create a business that is an extension of who you are, a business that gives you joy, and build lifelong relationships with your clients and their advisors.

Attendees will: 

  1. Learn how to focus on business development and ideas that will drive more clients to your firm and enhance your revenue.
  2. Learn methods of effective collaboration, that will enhance your "message" and lend to long profitable relationships.
  3. Reaffirm the importance of "consistency in your message" as you build your practice that makes you the "go to" professional in your city/region for advising high net worth clients on matters of generosity and family legacy. 

Alan Pratt, CAP®, CEP, Pratt Legacy Advisors, Bellevue, WA

Alan Pratt, CAP®, CEP, is a family legacy advisor specializing in philanthropy and family wealth preservation. His company, Pratt Legacy Advisors, practices estate planning that goes far beyond strategic wealth distribution. He brings a blend of personal experience, financial counseling, and technical knowledge to the estate planning process. A meaningful estate plan comes from identifying personal values and living in alignment with those values. To that end, his firm has created Legacy Planning from the Heart™, a process that helps families integrate life experiences and generosity into their estate plans. Alan is known for implementing Advanced Life Insurance Designs as a key component in successful family wealth transition plans.  

Passionate about seeing families flourish, Alan helps families make clear, wise decisions about wealth preservation by discussing options that honor their personal values and build good relationships. Families identify opportunities and implement wise stewardship decisions while maintaining ongoing, open communication. He helps family members discern their hearts and minds and encourages, counsels, and guides them to discover their own answers.

A Chartered Advisor in Philanthropy since 2006, Alan serves as the Chief Ambassador of The International Association of Advisors in Philanthropy (AIP).  In 2007, he became a founding member of the Seattle Philanthropic Advisors Network (SPAN) and currently serves on the board as vice president. He received a lifetime honor as the recipient of the 2017 AIP Fithian Leadership Award recognizing his career in service to the philanthropic community. Alan is an active member of the National Institute of Certified Estate Planners, Washington Planned Giving Council, and the Seattle Chapter of the National Association of Insurance and Financial Advisors. He also serves on the Community Advisory Board of the National Christian Foundation Northwest, and advises on charitable giving ideas for the faith‐based community, including his church.  

Alan and his wife Helen were married in 1984 and have three adult children and three grandchildren.

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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