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Intergenerational Wealth Transfer Social Media Kit
Use these 12 ready-made social media posts to engage your clients and their entire families and ready your practice for the greatest intergenerational wealth transfer in history.
Features
- Complete content, including suggested headlines, post language, and images.
- A range of topics to help you connect across a diverse set of family dynamics and challenges.
- Flexibility:
- Post weekly to run a three-month campaign.
- Post monthly to run a year-long campaign.
- Customize your campaign with posts and a cadence that work best for you.
Social Media Post 1
Spenders and savers—opposites attract
Research shows that many “savers” are partnered with a “spender.” I know from working with families that everybody won’t agree on everything—but aligning on your long-term financial strategy is important. Let’s talk about a vision that works for both of you.
Social Media Post 2
Let’s be honest about family finances
Millennials crave honest financial communication among a family’s generations, research shows. Our firm works with many millennials and knows how to help you have open, productive conversations. Let’s start your family’s financial dialogue.
Social Media Post 3
A strategy unique to your family’s needs
More than a third of today’s affluent families are nontraditional, including blended families and LGBTQ+ and older first-time parents. Our firm has worked with many nontraditional families, and we’d like to help you plan for your family’s financial health.
Social Media Post 4
You need a data-driven strategy for your money
Surveys show that millennials rely on data when planning for their future. It’s a smart approach. Let’s run the numbers together and build a customized strategy for you.
Social Media Post 5
A modern family needs a modern financial strategy
Generations ago, affluent families tended to look alike, featuring a mom, a dad, and a couple of kids. Today, as definitions of family change, so do attitudes about finances. Let’s talk.
Social Media Post 6
Talking finances with your family doesn’t need to be hard
Let’s talk about your unique needs. Soon, I’ll be hosting a seminar on how successful families communicate about money. I hope you’ll join me.
Social Media Post 6 Alternate
Are you getting the most from your money?
Let’s talk about your unique needs and how a financial strategy can help.
Social Media Post 7
Your family is unique. Your financial strategy should be too.
Modern families come in all age groups. In the last decade, the number of age-50+ couples living together outside of marriage rose by 75%. Let’s talk about your unique needs and how a financial strategy can help.
Social Media Post 7 Alternate
No matter your family dynamic, money matters
Modern families come in all age groups. In the last decade, the number of age-50+ couples living together outside of marriage rose by 75%. Soon, I’ll be hosting a seminar on how any family can communicate better about money. I hope you’ll join me.
Social Media Post 8
Communicate better about money
It can be helpful for different generations of a family to discuss financial matters. Often, the dialogue is stopped by privacy concerns or other family issues. But open communication is key. Let’s talk about how to start you family’s financial conversation.
Social Media Post 8 Alternate
Are you ready for the money talk?
Start your family’s financial conversation. Soon, I’ll be hosting a seminar on how successful families communicate about money. I hope you’ll join me.
Social Media Post 9
A strategy for your finances, custom-made for you
More than 30% of affluent families have no children. This includes single people and childless couples. Let’s create a customized financial strategy that works for your needs and goals.
Social Media Post 10
You're not alone on your financial journey
Today, more people than ever are in single-parent households. This brings unique financial needs and goals. My job is to work with you to create a financial strategy that’s customized to your family. Let’s talk.
Social Media Post 11
Don’t let your debt define you
It’s no secret that millennials face enormous student debt. In fact, more than a third owe $34,000 or more. Let’s talk about how you can manage debt and still make plans for your family’s long-term future.
Social Media Post 12
You need to talk to your kids about money. I can help.
Almost 60% of parents are uncomfortable talking to their children about family finances, according to a survey by T. Rowe Price. But such talks can be important, especially as children become adults. Let’s start your family’s financial conversation.
Contact Us
Broker-Dealer
877.561.7670
AdvisorServices@troweprice.com
RIA & Regional Bank
877.561.7670
AdvisorServices@troweprice.com
DCIO
800.371.4613
DCIO_Sales_Desk@troweprice.com
Variable Annuity
855.829.5343
VA_Sales_Desk@troweprice.com
