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Tag: Continuity Plan

FREE 14.2 Views – Know Your Customer… and Their Heirs

Where many of today’s financial services practices are comprised predominantly of Baby Boomers, advisors need to look to the future of their client base … where will the assets come from? Heirs to those very Baby Boomers could be a possibility, but has the advisor brought the heir into the fold, making them feel as if they are also a valued client? Advisors should act immediately to capture this next generation of wealth. Here are three main actions advisors can implement now to make the transfer of wealth management possible.

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