Sponsored by Cetera Financial Group
Only 29% of all financial advisors offer intergenerational wealth planning.1 As baby boomers enter their twilight years, an expected $30 trillion in assets will be transferring to their gen X and millennial heirs.2 Advisors who’ve built relationships across generations will have the best chance at keeping those assets under their management.
In our newest white paper, we lay out the four key areas of focus for building a multigenerational practice:
- Infrastructure
- Technology and communication
- Service model
- Value-add resources
With tips, tools, and real-life examples, you’ll learn how to take tangible steps today to prepare for the pending wealth transfer.
Download Are You Part of the 29%?
- U.S. Advisor Metrics 2017: The Next Generation of Planning. (2018). Boston, MA: Cerulli Associates. 136
- Stonefield, J. (2018, May 21). Are boomers ready to make the greatest wealth transfer in history? Forbes. Retrieved from https://www.forbes.com/sites/nextavenue/2018/05/21/are-boomers-ready-to-make-the-greatest-wealth-transfer-in-history/#6a20a512677d
