Level of Complexity: Intermediate
Inter-generational wealth transfer represents one of the largest attrition risks to an advisers’ book of business. But there are steps financial planners can take to build better relationships with an entire family. In this session, learn a quick process to identify what relationships are at risk if a wealth transfer event occurs and gain insights into family dynamics that can help expand the family relationships beyond the primary decision maker. In addition, participants will walk away with tool to develop an action plan for key clients, based on their specific family dynamics.