Perspective

Exploring the Decade of Generational Wealth

An eBook for advisors to help drive deeper engagement with families.

Key Takeaways

The Decade of Generational Wealth (2020-2030) is a unique opportunity to grow your business by stepping into the family and wealth transitions underway for your baby boomer clients and their families.
To drive growth, your business will need to move beyond serving individual clients to building family-advisor partnerships.
Applying our new strategic framework and capability can help you connect across generations to unlock new value for client families.
This paper offers a "how strategy" for building relationship-based capabilities that can help you guide clients in having generational conversations.

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Exploring the Decade of Generational Wealth

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