VISIONARY ADVISOR Alex Kirby 2/25/26 VISIONARY ADVISOR Alex Kirby 2/25/26 Help Your Clients Capture the Moments That Matter Read More VISIONARY ADVISOR Alex Kirby 2/23/26 VISIONARY ADVISOR Alex Kirby 2/23/26 Why Wealth Advisors Should Help Clients Be Remembered Read More VISIONARY ADVISOR Alex Kirby 2/20/26 VISIONARY ADVISOR Alex Kirby 2/20/26 How Wealth Advisors Can Help Clients Start Legacy Work Read More VISIONARY ADVISOR Alex Kirby 2/18/26 VISIONARY ADVISOR Alex Kirby 2/18/26 Where Do Advisors Turn for Help With Legacy? Read More VISIONARY ADVISOR Alex Kirby 2/13/26 VISIONARY ADVISOR Alex Kirby 2/13/26 The 4 Metrics Great Wealth Firms Track Read More VISIONARY ADVISOR Alex Kirby 2/11/26 VISIONARY ADVISOR Alex Kirby 2/11/26 How Estate Planning and Legacy Actually Fit Together Read More VISIONARY ADVISOR Alex Kirby 2/9/26 VISIONARY ADVISOR Alex Kirby 2/9/26 The Five Principles That Define Legacy Work for Families and Advisors Read More VISIONARY ADVISOR Alex Kirby 2/6/26 VISIONARY ADVISOR Alex Kirby 2/6/26 Your Clients Know Legacy Is More Than Money. Do You? Read More VISIONARY ADVISOR Alex Kirby 2/4/26 VISIONARY ADVISOR Alex Kirby 2/4/26 Why Legacy Should Be Part of Every New Client Conversation Read More FamilyOS Alex Kirby 1/28/26 FamilyOS Alex Kirby 1/28/26 Talking to Pre-Adult Children About Money and Wealth Read More FamilyOS Alex Kirby 1/26/26 FamilyOS Alex Kirby 1/26/26 15 Legacy Letter Prompts to Capture Family Stories and Values Read More FamilyOS Alex Kirby 1/23/26 FamilyOS Alex Kirby 1/23/26 What Every Advisor Should Know About Legacy Letters Read More FamilyOS Alex Kirby 1/21/26 FamilyOS Alex Kirby 1/21/26 Common Advisor Pushback on Legacy Letters Read More FamilyOS Alex Kirby 1/19/26 FamilyOS Alex Kirby 1/19/26 When a Movie List Becomes a Legacy Read More FamilyOS Guest User 1/16/26 FamilyOS Guest User 1/16/26 Visionary Advisors in the Age of AI Read More FamilyOS Alex Kirby 1/15/26 FamilyOS Alex Kirby 1/15/26 What In-N-Out Taught Us About Wealth Advisor Education Read More FamilyOS Alex Kirby 1/13/26 FamilyOS Alex Kirby 1/13/26 The Rise of the Visionary Advisor Read More FamilyOS Alex Kirby 1/12/26 FamilyOS Alex Kirby 1/12/26 How Visionary Advisors Help Families Capture Moments That Matter (Milestones) Read More FamilyOS Alex Kirby 12/14/25 FamilyOS Alex Kirby 12/14/25 Helping a Client Talk to Their Children About Financial Capital Read More FamilyOS Guest User 12/11/25 FamilyOS Guest User 12/11/25 Move Beyond Financial Capital Read More Older Posts
VISIONARY ADVISOR Alex Kirby 2/25/26 VISIONARY ADVISOR Alex Kirby 2/25/26 Help Your Clients Capture the Moments That Matter Read More
VISIONARY ADVISOR Alex Kirby 2/23/26 VISIONARY ADVISOR Alex Kirby 2/23/26 Why Wealth Advisors Should Help Clients Be Remembered Read More
VISIONARY ADVISOR Alex Kirby 2/20/26 VISIONARY ADVISOR Alex Kirby 2/20/26 How Wealth Advisors Can Help Clients Start Legacy Work Read More
VISIONARY ADVISOR Alex Kirby 2/18/26 VISIONARY ADVISOR Alex Kirby 2/18/26 Where Do Advisors Turn for Help With Legacy? Read More
VISIONARY ADVISOR Alex Kirby 2/13/26 VISIONARY ADVISOR Alex Kirby 2/13/26 The 4 Metrics Great Wealth Firms Track Read More
VISIONARY ADVISOR Alex Kirby 2/11/26 VISIONARY ADVISOR Alex Kirby 2/11/26 How Estate Planning and Legacy Actually Fit Together Read More
VISIONARY ADVISOR Alex Kirby 2/9/26 VISIONARY ADVISOR Alex Kirby 2/9/26 The Five Principles That Define Legacy Work for Families and Advisors Read More
VISIONARY ADVISOR Alex Kirby 2/6/26 VISIONARY ADVISOR Alex Kirby 2/6/26 Your Clients Know Legacy Is More Than Money. Do You? Read More
VISIONARY ADVISOR Alex Kirby 2/4/26 VISIONARY ADVISOR Alex Kirby 2/4/26 Why Legacy Should Be Part of Every New Client Conversation Read More
FamilyOS Alex Kirby 1/28/26 FamilyOS Alex Kirby 1/28/26 Talking to Pre-Adult Children About Money and Wealth Read More
FamilyOS Alex Kirby 1/26/26 FamilyOS Alex Kirby 1/26/26 15 Legacy Letter Prompts to Capture Family Stories and Values Read More
FamilyOS Alex Kirby 1/23/26 FamilyOS Alex Kirby 1/23/26 What Every Advisor Should Know About Legacy Letters Read More
FamilyOS Alex Kirby 1/21/26 FamilyOS Alex Kirby 1/21/26 Common Advisor Pushback on Legacy Letters Read More
FamilyOS Guest User 1/16/26 FamilyOS Guest User 1/16/26 Visionary Advisors in the Age of AI Read More
FamilyOS Alex Kirby 1/15/26 FamilyOS Alex Kirby 1/15/26 What In-N-Out Taught Us About Wealth Advisor Education Read More
FamilyOS Alex Kirby 1/12/26 FamilyOS Alex Kirby 1/12/26 How Visionary Advisors Help Families Capture Moments That Matter (Milestones) Read More
FamilyOS Alex Kirby 12/14/25 FamilyOS Alex Kirby 12/14/25 Helping a Client Talk to Their Children About Financial Capital Read More
