Perspective

Beneficiaries are more than a name on a line

Insights from the Fidelity Center for Family Engagement show how to help drive organic growth by leaning into generational wealth conversations.

Key Takeaways
  • When it comes to driving organic growth, the conversations your clients are having—with you and with their families—play a central role, especially around tasks like naming a beneficiary.
  • The challenge is that these conversations largely aren’t happening.
  • This paper explores how advisors can build new relationships with clients and their beneficiaries—leveraging content from the Communicate to Connect program at the Fidelity Center for Family Engagement.
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Beneficiaries are more than a name on a line
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Client conversations Growing your business Wealth transfer

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  • For important information, see the full linked content.
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