As the wealth management industry sits on the starting grid of the $73 trillion Great Wealth Transfer, many advisors see both opportunities to gain new clients as well as challenges retaining the heirs of existing ones.
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Key findings include:
- How advisors are prioritizing new client acquisition by generation
- What methods advisors are, and aren't, using to generate new leads
- Where advisors may be missing opportunities to make use of technology to drive asset growth
- Why advisors should rethink their long-term client strategy if they want to take advantage of the coming shift in wealth