The Great Wealth Transfer: Winning Over the Next Generation of Clients (WATCH ON-DEMAND) скачать в хорошем качестве

The Great Wealth Transfer: Winning Over the Next Generation of Clients (WATCH ON-DEMAND)

FutureVault and BTS Asset Management co-host an hour-long discussion on The Great Wealth Transfer. During this exclusive presentation, FutureVault CEO, Daniel Kenny, and CMO, Kristian Borghesan, unpack the following: (1) What we know about The Great Wealth Transfer backed by research and findings; (2) What we know about the Next Generation of clients and investors (and why it matters); (3) What the top-producing firms and advisors are currently doing and the strategies they’re implementing (we'll be sharing 7 tried-and-true strategies); (4) Other key considerations to help firms engage with, and win over, the next generation -- which includes having and utilizing a well-structured and secure digital vault to store, access, share, and manage critical information with family members and importantly, with the next generation. Relevant Links: https://www.futurevault.com/ https://www.btsmanagement.com/ https://www.futurevault.com/blog/how-... https://www.futurevault.com/blog/inte... https://www.futurevault.com/blog/inte... https://www.futurevault.com/blog/unde... https://www.futurevault.com/blog/what...