Are you prepared for the transfer of wealth from boomers to their heirs?
If advisors don’t have strong existing relationships with their clients’ beneficiaries, the chances of retaining assets post-inheritance are low. Cultivating bonds with the children of clients should be a key strategy for long-term asset retention for every RIA. Our new whitepaper illustrates how firms can use technology to help get to know the next generation of clients in order to provide a seamless and positive relationship transition.
Turn Heirs Into Clients
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