Bridging the Gap Ebook
Five Ways to Connect With Your Next Generation of Clients
Over the next 30 years, more than $30 trillion will be passed down from Baby Boomers to Generation X to Millennials. How are you connecting with the next generation of clients?
This Ebook has 5 actionable strategies to "Bridge the Gap".
- Importance of connecting to your next generation of clients.
- 66% of children fire their parents' financial advisor after they receive an inheritance.
- Becoming indispensable by treating the whole family as a client.