Alan Pratt

Alan Pratt

National Relationship Manager

Serving as the President of the Northwest region of The Signatry, Alan works to equip others with the creative tools, strategies, and insight they need to maximize their generosity and establish a lasting legacy.

All Posts by Alan Pratt

a grandmother and her grandkids out in the garden

Generational Thinking in Words and Deeds

September 22, 2023

Generational thinking means recognizing how our actions now will shape future generations. It has the power to shape a multi-generational legacy of faith.
two young professionals connect

Connecting with Clients on Values

July 16, 2021

Help foster a positive and connective relationship between an advisor and client by using this effective template for legacy driven advising.
a mother and son walking across a bridge

Building the Bridge for Generations

March 12, 2021

Finding success in building generational wealth plans with your clients' future generations can be difficult. Advisors need these key...
a group of young men sit at a table with their coffee cups and discuss legacy planning

Keys to Introducing Legacy Planning

August 14, 2020

As an advisor, what do you wish for your clients? Do you want them to be focused on the distribution of their assets when they die? Or would you rather see them live joyful, rich lives now? If you want to dig into that latter concept...