Did you know that 22% of your clients are likely to transfer wealth to their heirs over the next decade? The vast majority of heirs will seek a new financial professional once they inherit wealth. Join us to learn how you can engage with clients and build relationships with their heirs to ensure you retain management of the family’s assets as they pass from one generation to the next.
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Did you know that 22% of your clients are likely to transfer wealth to their heirs over the next decade? The vast majority of heirs will seek a new financial professional once they inherit wealth. Join us to learn how you can engage with clients and build relationships with their heirs to ensure you retain management of the family’s assets as they pass from one generation to the next.
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