Only 29% of all financial advisors offer intergenerational wealth planning.
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| | | | | | | | Are you part of the 29%? | | | | Hello Voornaam, | | | | Only 29% of all financial advisors offer intergenerational wealth planning.1 As baby boomers enter their twilight years, an expected $30 trillion in assets will be transferring to their gen X and millennial heirs. 2 Advisors who’ve built relationships across generations will have the best chance at keeping those assets under their management. | | | | In our newest white paper, we lay out the four key areas of focus for building a multigenerational practice: Infrastructure Technology and communication Service model Value-add resources With tips, tools, and real-life examples, you’ll learn how to take tangible steps today to prepare for the pending wealth transfer. | | | | 1. U.S. Advisor Metrics 2017: The Next Generation of Planning. (2018). Boston, MA: Cerulli Associates. 136 | | | | 2. Stonefield, J. (2018, May 21). Are boomers ready to make the greatest wealth transfer in history? Forbes. Retrieved from https://www.forbes.com/sites/nextavenue/2018/05/21/are-boomers-ready-to-make-the-greatest-wealth-transfer-in-history/#6a20a512677d |
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