Wealth Management Advisory Skills Within Inheritance & Estate Planning
Download The Art of Balancing Generations ebook here.
Wealth management is becoming progressively multi-generational. There is currently a massive transfer of wealth across generations as the baby boomers, with their homes, pensions, and investments, grow older and – eventually – pass away. People who might not have seen themselves as classic wealth management clients now possess substantial assets that need to be managed.
The opportunity for institutions, therefore, is to retain clients through the generations. Successfully doing so, however, depends on advisors balancing diverse (and occasionally conflicting) outlooks of parents, children, and grandchildren. It depends on the right professional skills, active listening, and diplomacy. It encourages a focus on long-term relationships over short-term sales targets.
Our latest ebook explores these new challenges and opportunities, and outlines our approach to equipping advisors with the right soft skills to retain clients and thrive.
Download The Art of Balancing Generations ebook here.
