On average, Financial Advisors lose 98% of assets when a client dies and their wealth transfers to successors.
Register below for my FREE REPORT where I reveal:
- How to speak the language of each generation and better serve both current and future clients;
- What you need to know to establish rapport and effectively relate to the core values that drive each generation;
- How to win the trust and maintain business during wealth transfers when parents die and members of younger generations take over.
Enter your email below and click “submit.”
We will never share or sell your information.
I found your session enlightening, and I now take a step back and actually think about where each client comes from in trying to connect with them. It also helps me understand my own “aging” and why people just ten years younger think much differently that myself and peers in the same generation.
Opened my eyes on how to communicate with the sons and daughters of my clients.
—David L. Chiang, First Vice President Wealth Management, Morgan Stanley Smith Barney