Identifying key contacts in the next generation of investors
Only a small percentage of heirs stay with the financial advisor used by their parents, making it critical for advisors to connect with the next generation.
Tag: next generation
Making inroads with the next generation
Survey found that making connections with the next generation of investors can be challenging.
Top advisor tips for building relationships with entire families
Advisors across the country offer ideas for connecting with the next generation.
Planning discussions to have with the next generation
Planning topics to engage the next generation
Six ways to connect with your clients’ next generation
Financial advisors can lose between 80% and 90% of their business when a client dies, according to Financial Planning news. The challenge for advisors is to develop family relationships in order to continue to work with the next generation after a client passes away. There can be obstacles, such as geographic proximity, that make it