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More than $40 trillion will transfer from baby boomers to their heirs over the next three decades, yet 95% of heirs intend to leave their parents’ advisor1. How do you establish strong relationships now with your clients’ children and grandchildren — as well as attract younger clients?

In an interactive webinar — Marketing to the Next Generation — on Tuesday, May 15, at 11 am PT, we will give you some tools, tips and best practices you need to help serve clients for generations to come.

  • Find out how to differentiate yourself as a Family Wealth Advisor
  • Learn one simple question that can help your clients better communicate to their children about important estate planning issues
  • Discover how to hold a successful family meeting so that all generations of a family can better understand the family’s legacy, mission statement, goals, and various estate planning strategies
  • See how you can help Gen X and millennials — many do want advice
  • Find out how to maximize your digital presence, including your website and social messaging

You’ll come away from this webinar with ideas you can implement right away to help provide more meaningful service for your clients and their families.

To Register for Marketing to the Next Generation, on Tuesday, May 15, at 11 am PT, please call 800-366-7266, Option 6.

1 Institute for Preparing Heirs, “Wealth Advisor Self-Assessment,” 2017

 

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