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.
Host a seminar for Intergenerational investors with these two options.
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 15 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 Val Srinivas and Urval Goradia, “The future of wealth in the United States: Mapping trends in generational wealth,” Deloitte Center for Financial Services, November 10, 2015.
2 Cerulli Associates, 2018 Advisor Metrics.
3 Cerulli Edge, U.S. Advisor Edition Q12020.
4 U.S. Census Bureau, 2016.
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