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The multigenerational wealth transfer is the stuff of legend — and for good reason.
You’ve likely heard the staggering prediction: Over the next 20 years, an estimated $84.4 trillion will transfer to the next generation.
But here’s what many financial professionals don’t realize: Studies show that 70% of that wealth will pass through the hands of women. And here’s the kicker — according to McKinsey research, 70% of women change advisors within one year of their partner passing away. For divorcees, the percentage is even higher.
And adding further insult to injury: Only 19% of investors use their parents’ advisor.
These statistics don’t only represent a shift. They signal a seismic transformation in wealth ownership, decision-making, and financial relationships
This workshop guides financial professionals through critical strategies to find, meaningfully connect with and provide above and beyond service to current and future clients.
This is a private workshop: if your organization would like to book us to facilitate this topic contact us HERE.