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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