Updated March 20, 2025, at 2:03 PM
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, …
With effective public speaking strategies, you can establish yourself as a trustworthy expert and communicate your value proposition with confidence and clarity. Picture this: you’re presenting to a room of potential clients, …