The Great Wealth Transfer is here, with $84.4 trillion set to move between generations by 2045*—reshaping client relationships and the financial advisory landscape. With more than 70% of heirs likely to change advisors after inheriting wealth**, the question isn’t if this shift will impact your business, but how prepared you are to navigate it.
This tip sheet provides ideas on how to engage the three key audiences of the wealth transfer:
- Investors leaving an inheritance
- Investors anticipating an inheritance
- Investors receiving an inheritance
Download it now to ensure you're ready to capture your share of this historic opportunity.
* https://www.investmentnews.com/opinion/3-effective-ways-for-advisors-to-engage-with-and-win-over-the-next-generation/235933
** https://www.cerulli.com/press-releases/aging-boomers-bring-intergenerational-planning-to-the-forefront
