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After talking about it for years, the “Great Wealth Transfer” is here – Baby Boomers are beginning to pass everything over to their heirs. The industry has already seen major changes due to this seismic shift, but you need to keep adapting to ensure you are positioned to work with the next generation and connect with their unique preferences, objectives, and goals. Download this white paper now for tips on how to attract the next gen investor, and make sure they don’t look elsewhere for their financial planning needs. Topics discussed include:
Time has run out – find out how you can prepare to meet the needs of your changing client base now. |
