Engage the next generation in your clients’ families with award-winning estate planning content
Tap into our database of unique digital assets and build a programmatic approach to educating advisors, clients, and their kids about estate planning, business succession and trust administration.
How it helps
By creating a system designed to spark estate planning conversations, you can boost client satisfaction, build new
relationships with the next generation and help ensure sustainable growth.
ENHANCE CLIENT RETENTION
Involving your clients’ kids in the estate planning process is a proven way to build lasting relationships1
BREAK THE SILENCE
64% of clients never discuss estate planning with their advisor, which is likely due to the topic’s complexity2
SAVE TIME & MONEY
By outsourcing content creation, you can save time and money while leaving this work to the pros
Why it’s important
As clients age and leave their assets to the next generation, wealth management firms without a plan risk negative
impacts to business continuity, valuation and succession.
44% of wealth management clients are age 60 or older3
WEALTH TRANSFER UNDERWAY
$72.6T is changing hands and 50% of transferred wealth will come from the top 1.5% of households4
A MASS EXODUS
More than 70% of heirs are likely to fire their parents’ advisor after receiving an inheritance5
Whether you’re expanding your firm, educating about the risks of failing to plan ahead, or looking to enhance client retention,
we’ve got a solution that meets your needs.
1 (2019). Trends to Watch in Global Wealth Management. Global Data.
2 (2019). Edward Jones Survey Finds Most Americans Are Leaving Crucial Legacy Decisions Up in the Air. Edward Jones. (Press Release).
3 (2021). Pinkerton, Julie. The Risks of an Aging Financial Advising Industry. U.S. News.
4 (2022). U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021: Evolving Wealth Demographics. Cerulli Associates.
5 (2021). Aging Boomers Bring Intergenerational Planning to the Forefront. (Press Release) Cerulli Edge–U.S. Advisor Edition.