As the Great Wealth Transfer begins to transform the financial services industry, financial advisors face a new challenge: reaching the next generation of investors. Cerulli Associates estimates $72.6 trillion in assets will be transferred to heirs through 2045, making it critical for financial professionals to adapt their strategies to appeal to this younger demographic.
In this blog post, we’ll explore strategies to effectively reach the next-gen of investors and provide them with the guidance they need to achieve their financial goals. So, let’s dive in!
