Scale Your Business by Engaging the Next Generation of Clients 

Building Financial Planning Relationships Across Generations


Over the next 25 years, $60 trillion in assets is expected to pass on to future generations.1 While advisors are aware of this impending shift, they're overlooking the opportunity to engage the next generation—their current clients' children.

Next-gen prospects present an exciting opportunity for advisors. By the time children inherit their parents' wealth, they may not engage with an advisor, or worse, may engage with a competitor.

Read the five steps advisors can take now to secure these relationships and retain assets for the long run.



Financial planning technology that engages extended family members can help grow your business and prepare it for longevity.
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1 Cerulli Associates. “Engagement: Not Your Father's Advisor." The Cerulli Edge U.S. Retail Investor Edition 2Q (15)2019.