Since the pandemic’s start, baby boomers are retiring at double the rate, around 20,000 each day. With this significant increase, plus the eventual $70 trillion wealth transfer from this group to their heirs, is your firm prepared for what comes next?
Timothy Welsh, CFP®, President and Founder, Nexus Strategy, was joined by Kyle Fleming, CFA®, Senior Manager, SS&C Advent, and Allison Kvikstad, CFP®, Private Wealth Advisor, Ellevest, as they shared critical strategies to help firms increase the likelihood of retaining assets during this historic transfer of wealth.
Topics included:
- Tactics to get to know heirs now
- How to distinguish your service offering
- Client-centric technology options
