How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 YearsA revealing research study, highlighting the risks—and opportunities—facing advisors as wealth passes to clients’ spouses and children.

A revealing research study on the money already in motion across generations, highlighting the risks—and opportunities—facing advisors as wealth passes to clients’ spouses and children

30 in 30: How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years April 28, 2014 20140428 Broker-Dealer, RIA /images/img-wp-cvr-30in30-how-advisors-can-capitalize-on-30-trillion-weatlth-transfer.png 30 in 30: How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years 18885
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30 in 30: How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years
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30 in 30: How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years

| Audience: Broker-Dealer, RIA

What happens to your clients’ wealth once they pass it on? Will you still remain the advisor of choice for the assets you’ve worked so hard to manage?

30 in 30: How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years is a revealing research study on the money already in motion across generations. It highlights the risks—and opportunities—facing advisors as wealth passes to clients’ spouses and children. It addresses such issues as:

  • Eye-opening statistics about client attrition after an inheritance—and the urgent need for immediate action
  • Redefining your client as an entire family
  • Why it is important not to wait for clients to bring up wealth transfer concerns
  • Retooling your business to serve multiple generations
  • How to get spouses more involved in client relationships

Topics: Public Relations and Branding, Business Development and Planning,Client Acquisition, Target Marketing, Client Engagement

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A revealing research study on the money already in motion across generations, highlighting the risks—and opportunities—facing advisors as wealth passes to clients’ spouses and children

30 in 30: How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years April 28, 2014 20140428 9EC3D129A06441E389A74F74C431899D