80% of heirs fire their parents’ advisor.
With $84 trillion set to change hands over the next two decades, the biggest challenge for advisors might not be market volatility, but rather client retention.
In this session, Nick Maggiulli joins YCharts to uncover what today’s data says about the Great Wealth Transfer and what leading advisors are already doing to build trust with inheriting clients. You’ll learn how to engage heirs earlier, deepen trust, and turn generational change into long-term growth.
You’ll walk away with:
- Proven ways to retain family assets and strengthen multi-generational relationships
- YCharts visuals and talking points that simplify inheritance and family-planning discussions
- Practical strategies to protect AUM and position your firm for the next decade of growth
Join our Webinar
Learn how top advisors are connecting with the next generation of investors.
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