• Whitepaper

Remaining Relevant with Next Generation Investors During The Great Wealth Transfer

Partnering with the right firm can help you connect with next generation investors and serve their unique objectives.

The greatest transfer of wealth in history is here.

Referred to as "The Great Wealth Transfer" an unprecedented $68 trillion1 is expected to pass from aging baby boomers to their heirs over the next 25 years, according to a Cerulli Associates report.

Are you prepared for the rapidly changing market?

Read our whitepaper to find out how you can position your business for future success by meeting the needs of younger investors, and attracting and retaining families for generations.

  • How do you appeal to a younger clientele?
  • How likely is an heir to change financial professionals after inheriting wealth?
  • How do you adapt your approach to meet the needs of the next generation?

¹Osterland, A. (2019). What the coming $68 trillion Great Wealth Transfer means for financial advisors. CNBC.
Retrieved from https://www.cnbc.com/2019/10/21/what-the-68-trillion-great-wealth-transfer-means-for-advisors.html

Download Remaining Relevant with Next Gen Investors.

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