The biggest wealth transfer in history is beginning to accelerate as baby boomers prepare to pass on their wealth; putting an unprecedented amount of assets, and potential new clients, up for grabs.
Wealth transfers present a unique opportunity for financial advisors as clients leave their assets to their children—creating a need for advisors to think strategically about how to retain client assets once the next generation takes over.
Understand the challenges of wealth transfers, learn how to solidify your existing client relationships, and get tips on how to strengthen business through the transfer, with this free webinar.
