The Great Wealth Transfer is underway.
This means opportunity for financial professionals…or missed opportunity for those who aren’t proactive now.
By 2045, an estimated $84 trillion will be changing hands, but that’s not the only number financial professionals should be concerned with. Up to 80% of heirs are predicted to fire their parents’ or grandparents’ financial professionals.
Updated September 8, 2023, at 9:40 AM Many digital wealth management platforms exist for financial professionals in today’s fintech landscape. The problem is, most options only aim to solve a single problem,…
If you’re utilizing annuities in your client’s strategy process, it’s hard not to get caught up in the marketing “bells and whistles” that bombard your email inbox and voicemail every day. Coincidentally,…