Prepare, empower, and engage.

The greatest wealth transfer in history is upon us. In fact, an estimated $68.4 trillion USD will change hands within the next 25 years. Financial advisors must prepare their practices for this transition. This program will help you evaluate your readiness for wealth transfer, empower clients to discuss wealth transfer intentions, and confidently engage with clients’ heirs to build the relationships that help you maintain your clients’ wishes. Let’s get started.

While investing remains a critical point of conversation with clients, discussions regarding wealth transfer, heir preparedness, and philanthropic planning are becoming increasingly common. Complete this short inventory to help identify your current strengths, readiness, and potential areas of needed growth in approaching your clients and their children about wealth transfer.

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