Strategies for keeping clients
As $30 trillion gets passed down from baby boomers to Generation X to millennials, advisers risk seeing their hard-earned asset base evaporate. 66% of children fire their parents' adviser after inheriting wealth. What can advisers do to keep their relationships from ending when wealth changes hands? Here are 7 actionable tips.
(Game Changers Generational Planning: Great wealth transfer puts advisers at risk)