Retaining client assets when a wealth transfer occurs is one of the most straightforward methods of keeping your book of business strong, but how easy is it really? What can you do today to positively impact client relationships and ensure your clients’ children continue seeking your counsel?
This in-depth research report delves into the strategies advisors are currently using to retain the next generation. The study illustrates what strategies advisors see as essential to success, and which are secondary. See how the industry is currently facing this challenge and how your business stacks up.