Cater to the next generation’s needs and wants

What are the chances that your clients’ adult children will come to you for their own financial needs?

According to a survey, only 13% of adult children chose their parent's financial advisor for themselves.* In fact, about 88% of these adult children never even considered doing so.* How do you beat the odds and win over your clients’ adult children?

• Wohlner, Roger, “Why Advisers Should Communicate with Clients’ Adult Children,” The Street, July 22, 2020, https://www.thestreet.com/financialadvisor-center/why-advisers-should-communicate-with-clients-adult-children

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