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".


Key Takeaways

  • 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.

Bridging the Gap Ebook

Please fill out to Download the Ebook

Connect with your next generation of clients

Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.

Learn more  |  Get a demo

What is Everplans?

Video Thumbnail

Watch a testimonial

Video Thumbnail