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.