Webinar Replay: Unlocking the $83 Trillion Opportunity: Critical Engagement Strategies for Financial Professionals

The $83 trillion Great Wealth Transfer (GWT) is here, completely reshaping the financial landscape of what clients expect.

Are you prepared to guide your clients and their portfolios through the unique challenges presented by this monumental shift?

Our CEO, H. Adam Holt, CFP®, ChFC®, shared techniques for financial advisors to capture more wallet-share during this era of change.

Here are a few things you’ll take away from this webinar:

• How to create holistic approaches that go beyond traditional financial planning and address benefactors or the next generation of clients

• How to make sure your clients’ adult children value your role as a critical player in the family wellbeing

• Reduce your clients’ stress and taxes by ensuring that the parents of your clients have their estates in order

• Effective ways to collaborate seamlessly with other professionals in your clients' financial ecosystem

• Delivering impactful advice quickly to clients who prefer bite-sized content

Don’t miss this opportunity to future-proof your practice and position yourself as a trusted advisor for the next generation of wealth holders.