The Biggest Mistake Advisors Make with Clients’ Kids

You have a rock solid relationship with your clients that you’ve grown and nurtured through the years. 

But, if you’re like my Dad’s advisor, you may be completely missing the boat. The rapport you’ve built with your client will not automatically translate to your client’s children.

In fact, studies have shown that more than 80% of heirs will leave their parents’ financial advisor when they inherit money. 

In the next 20 years, an expected $72 trillion will be passed from Baby Boomers to their kids and grandkids. It’s been dubbed the “Great Wealth Transfer” or the “Wealth Tsunami.”

If you’ve spent the time building relationships with your clients’ beneficiaries, you’ll stay afloat. If not, be prepared to be sucked under in the “Wealth Tsunami.”

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