What Advisors Get Wrong About the Great Wealth Transfer

What if everything you’ve been told about cultivating client assets from one generation to the next is wrong and unhelpful? Yes, the ”great wealth transfer” is a massive opportunity for financial advisors and wealth managers, but Meg Carpenter believes the advisory profession is looking at the opportunity through the wrong lens. In this conversation, we will focus on why the next generation of clients nearly always leaves their parents’ advisor, and how you can rethink your marketing efforts to attract the right clients across generations.
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Additional resources:

• FiComm Partners website- https://ficommpartners.com/
• Meg Carpenter's LinkedIN page- https://www.linkedin.com/in/meganficomm/

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