The Great Wealth Transfer is coming, and along with it will come a whole new set of potential clients. To better understand how financial advisors are serving clients now and how they are planning to do so in the future, Arizent and Financial Planning surveyed nearly 400 wealth management professionals.
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The findings and insights from this study include:
- Where advisors see growth opportunities and what they are doing to take advantage of them
- Which prospects advisors are focused on and why they could be missing a step
- How firms are setting themselves up with a strategy to manage wealth transfer
- What technology firms are and aren't using to achieve business goals