Financial advice is the foundation for client success, but knowing where to start is often difficult.
Inheriting the Inheritors: The Big Wealth Transfer and Tools Needed to Capture It
According to a Cerulli report, there will be approximately $68 trillion of wealth shifting from Baby Boomers to Gen X and Millennial generations over the next 25 years. This will completely reshape the wealth management landscape. You will need the latest strategies and tools to reach these populations and gain an edge over your competition.
Join this complimentary webcast to learn how to start building multi-generational relationships now. You will discover:
- How to make clients’ heirs say “no” to robo-advisors before it’s too late
- What platforms you need to retain HNW heirs as clients
- Which tools of the future (in 3-5 years) you need to budget and train for now
If you have previously registered for this event, please click here, and log-in using the email you registered with to access the on-demand event.