How Three Advisors Engage the Next Generation of Clients in Financial Planning

22 Mar    Investing News

Many advisors know we’re on the brink of a giant wealth transfer. Over the next 25 years, $60 trillion in assets are expected to pass on to future generations.1 But have you thought about how you will engage clients’ children? If not, you’re not alone. When asked how often they meet with clients’ children, 54 percent of…

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