For Advisors: Your NextGen Opportunity

Your NextGen Opportunity

Description

In this course you will learn why Financial Advisors and Financial Firms have begun to focus their time, energy, and resources on the NextGen of their client-families and the risk to your business if you do not. This course will review the wealth transfer statistics, what parents report is keeping them up at night, and how to best understand your role in the legacy planning process.

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