3 effective ways for advisors to engage with, and win over, the next generation
Most financial advisors aren't prepared for the next generation, and many wealthy heirs will be looking to move.
We are currently in the midst of the greatest generational transfer of wealth in history.
The Great Wealth Transfer is, without a doubt, one of the most pressing concerns and paradigm-changing priorities for firms and financial advisors around the world. And rightfully so.
The fact of the matt
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