Scale Your Business by Engaging the Next Generation of Clients 

Leveraging Technology to Engage the Family in Financial Planning


At least 66 percent of next-generation investors parted ways with their parents' advisors after receiving an inheritance.1 And over 50 percent of advisors do not meet with anyone beyond a client's spouse.2

Advisors at every stage of their careers can benefit from new technology. 

The right toolset will promote relationship building, problem solving, and engaging client experiences.



Financial planning technology that engages extended family members can help grow your business and prepare it for longevity.


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1 InvestmentNews. "The Great Wealth Transfer is Coming, Putting Advisers at Risk" July 2015.

2 Financial Advisor. “Will Your Clients' Kids Freeze You Out?" February 2019.