Advanced Planning Strategies with Tony Li | Succession, Cross-Border Wealth & Client Engagement

In this video, we dive into powerful insights from Tony Li, Corporate Vice President & Advanced Planning Manager at New York Life, on how financial professionals can better serve high-net-worth clients, immigrant families, and next-generation leaders.

👉 What you’ll learn:
• How to approach succession planning in immigrant communities and involve the next generation
• Key differences between “new-found money” vs. established wealth clients—and how to engage both
• The unique challenges of cash-heavy businesses and the cannabis industry in financial planning
• Risks and solutions in cross-border wealth transfers, especially within the Vietnamese-American market
• Why building relationships first, admitting limits, and leveraging resources create long-term success
• How daily activity, consistent follow-up, and systems drive growth for financial professionals

Whether you’re an advisor looking to sharpen your advanced planning skills or a client curious about how these strategies can protect and grow your wealth, this discussion offers valuable, actionable takeaways.