Deliver a service that investors don't currently feel that their financial advisor is delivering on.
| | Sponsor Content from Trust & Will | |
| Sponsor Content from Trust & Will |
| Hello Voornaam, A recent Fidelity Study highlighted how the Next Generation is set to Inherit 57% of Advisors' existing client assets by 2045 — yet only 13% of advisors are connecting with clients children*. This imposes risk to how financial advisors grow and maintain their practice, as more than 70T in assets is expected to be inherited over the next two decades. By proactively implementing estate planning, advisors can position themselves to build relationships with the NextGen and more importantly – deliver a service that investors don't currently feel that their financial advisor is delivering on. In this webinar, you'll find out more about:
Building a scalable estate planning process to connect with NextGen Highlights from Trust & Will's 2023 Millennial Estate Planning Study The importance of implementing estate planning through comprehensive planning What do millennials look for in a financial advisor |
| | Andres Mazabel | Head of Advisor Solutions
Trust & Will | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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| | Andres Mazabel | Head of Advisor Solutions
Trust & Will | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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