Unlock Multigenerational Client Relationships

Themes:

Practice Management

 

Session Type:

On Demand

Session Summary

According to 53% of HNW practices, the primary reason firms lose assets is that inheritors seek out another advisor—and 87% of heirs never even considered working with their parents’ advisor. This session can help your firm successfully cultivate and retain clients across generations. 

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According to 53% of HNW practices, the primary reason firms lose assets is that inheritors seek out another advisor—and 87% of heirs never even considered working with their parents’ advisor. Learn how retirement tools like annuities can help your advisors gain stickier relationships that can deliver multigenerational allegiances.

Solutions Overview


Driving Growth Through Multigenerational Relationships

Activate a strategy for retaining your best clients, growing your assets and attracting a new generation of investors.

RIA Annuity Expansion

This fact sheet details Pershing’s expanded annuity offering for Registered Investment Advisors (RIAs).

The Parent Trap: Avoiding Common Multigenerational Wealth Planning Pitfalls

Advisors play a central role in generational wealth management for HNW families—learn to identify and prevent common pitfalls.

Tips to Build and Deliver a Tailored Financial Literacy Program

When you enhance financial literacy among your clients and their children, you make a profound impact on their wellbeing while also differentiating your business.

Tips to Demonstrate Your Interest in the Wellbeing of Your Clients’ Adult Children

Connecting with the adult children of your clients will require going beyond the traditional financial and investment realm.

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