Hi VOORNAAM!
The largest intergenerational wealth transfer in history is well underway, with baby boomers set to pass down an estimated $84 trillion over the next two decades. However, a critical challenge remains for financial advisors and firm executives: retaining these assets as they transition to the next generation.
Join us for an exclusive webinar designed for financial advisors and C-suite executives at advisory firms. We’ll delve into key insights from our latest whitepaper, The Great Wealth Transfer is Underway: Are You Onboard? , and explore the three critical strategies advisors must implement to foster relationships with heirs before assets leave their management.
- Understanding the First Wealth Transfer: How wealth transition often begins with the sole surviving spouse before passing to heirs—and why advisors must strengthen these relationships now.
- Bridging the Generational Divide: How to engage tech-savvy, value-driven heirs who seek a different approach to wealth management.
- Technology as a Competitive Edge: Leveraging digital tools and personalized client experiences to ensure seamless intergenerational transitions.
- Estate Planning as a Relationship Builder: Practical strategies to integrate estate planning services and family wealth conversations into your advisory practice.
- Proactive Client Engagement: Steps to solidify your firm’s role as a trusted partner through financial literacy education, investment diversification, and tailored client communication.
With over 70% of heirs choosing to leave their parents’ financial advisors after inheriting wealth, the time to act is now. Don’t miss this opportunity to future-proof your practice and ensure a seamless wealth transition across generations. | 
