Turn Heirs Into Clients
Advice for Real Life
Are you prepared for the transfer of wealth from boomers to their heirs?

If advisors don’t have strong existing relationships with their clients’ beneficiaries, the chances of retaining assets post-inheritance are low. Cultivating bonds with the children of clients should be a key strategy for long-term asset retention for every RIA. Our new whitepaper illustrates how firms can use technology to help get to know the next generation of clients in order to provide a seamless and positive relationship transition.
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