Keeping the next generation of clients
A candid conversation on holding relationships through the largest wealth transfer in history
Trillions will change hands over the next two decades, and history says the heirs often leave. Relationships that took a career to build can end in a single estate settlement. This panel brings wealth management leaders together to talk about what actually retains the next generation. Earning trust early, before the money moves. Meeting digital expectations without watering down the advice. Giving advisors room to serve two generations at once.
Join us for a real conversation over lunch. Space is limited and reserved for wealth management professionals.
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