That Great Wealth Transfer that you’ve been hearing about for years now is poised to drastically reshape the world of asset management. One way to ensure that you’re part of the revolution is to reach out and connect with the adult children of your Baby Boomer clients.
To help your business better serve next-gen clients, we’d love to hear more about how you’re connecting with them now.
Click here to learn why this is the perfect moment to engage younger investors.
