We invite you to watch our recording on an informative session hosted by our partners from Assetmark.
Watch the replay of this enlightening session titled “Capturing and Retaining Assets: Engaging Current Clients and the Next Generation,” presented by AssetMark. In this webinar, we explore the pressing need for effective generational wealth transfer planning. Statistics show that while over 80% of investors intend to pass on wealth to their loved ones, fewer than half have established a concrete plan to do so. We will dive into generational trends and strategies to engage younger clients, ensuring advisors are prepared to assist families in managing and transferring wealth efficiently.
Watch here to learn essential tactics for connecting with the next generation and securing the future of your practice.
