As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. That’s why we offer a simple process to help you identify which client relationships are at risk. Our plan includes insights on family dynamics and a tool to help you develop a strategy for key clients.
Help minimize the risk of wealth transfer to your business with these resources.
will move from one generation to the other over the next 25 years.1
of your clients will likely experience a wealth transfer in the next decade.2
of heirs plan to change their financial professionals when they inherit.3
Broker-Dealer, RIA and Regional Bank
800.564.6958
AdvisorServices@troweprice.com
DCIO
800.371.4613
DCIO_Sales_Desk@troweprice.com
Variable Annuity
855.829.5343
VA_Sales_Desk@troweprice.com
The top 10% of earners under 50 represent one of the biggest opportunities to grow your practice. But these potential future clients probably don’t look or act the same as your current clients. Find out how to connect your practice with them.
In 2016, women controlled more personal wealth than men for the first time in U.S. history.4 Open the door to a greater understanding of how to serve women investors.
1 The Cerulli ReportꟷU.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021.
2 The Cerulli ReportꟷU.S. Advisor Metrics 2021.
3 The Cerulli EdgeꟷU.S. Advisor Edition 3Q 2021.
4 U.S. Census Bureau, 2016.
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