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.
Financial Professional Tool
Step-by-step guide to help protect against wealth transfer and help you acquire the next generation of assets.
Engage on Social Media
Social media can help you deepen relationships with your clients and their families. Use our prepackaged posts to run your own targeted campaign and secure the future of your practice.
Host a seminar for Intergenerational investors with these two options:
All in the Family: How Successful Families Approach Money
This presentation explores family dynamics around finances and provides both insights into why it can be difficult to connect and shares three keys to less stress when communicating with family members about money.
The 6 G's of Money I Wish I Had Known When I Was Growing Up
This investor seminar provides inspirational financial life lessons in a way designed to engage young adults.
Create client loyalty across generations by understanding family dynamics
A CE approved presentation that offers steps you can take to build better relationships with an entire family by meeting their specific needs and serving them better.
Read our white paper to help you understand and adapt to family dynamics, particularly around enduring money conflicts.
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
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.
You are using an unsupported browser that might prevent you from accessing certain features on our site
We suggest clicking an icon below to download a supported browser.