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Imagine this: You’ve worked with a client for years. You’ve helped them grow their wealth, plan for retirement, and secure their future.
Then, life happens. A spouse passes away. A family dynamic shifts. And before you know it, the assets you’ve managed for decades are gone — transferred to another advisor who took the time to build a deeper connection.
We’re not talking about a hypothetical here. This scenario happens every day.
In fact, by 2048, an estimated $124 trillion will transfer to heirs. More than 95% of the money going to spouses will go to women, yet 70% of women change advisors within one year of their partner dying. And adding insult to injury, only 19% of investors use their parents’ advisor.
This is a seismic transformation in wealth ownership, decision-making, and financial relationships. Success will require a focus on deepening relationships, not just managing assets. Because if you’re not building meaningful, lasting connections with both your existing clients and the next generation, someone else will.
This book will introduce you to the Trillion Dollar Closure Connection — how deepening relationships with your clients and their families will help you close more business, close the generational gap, and create closure for your clients.
Let us show you how the Great Wealth Transfer is not just a looming challenge, but instead, may be your greatest opportunity.