Learn how to deliver better services for the next generation
| | Sponsor Content from Trust & Will | |
| Sponsor Content from Trust & Will |
| Hello Voornaam, A recent study from Fidelity reveals that the next generation is set to inherit 57% of existing assets, adding up to $70 trillion by 2045, yet only 13% of financial advisors have an existing relationship with them. By expanding your services to include estate planning for millennial clients, your firm can experience growth while remaining competitive in the current marketplace. Attend this webinar to learn from wealth management leaders about:
What millennials want from their financial advisors How estate planning can help with further growing your firm Other key takeaways from the latest research about estate planning |
| | 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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