Create Clients for Life
Speakers: Mayur T. Dalal, MBA
Year: 2020
Body of Knowledge:
Estate Planning/Wealth Transfer,
Family Matters
Competence: Skills |
Level: Basic |
Session Rating: 5.00
Demographic changes have presented unique challenges to financial professionals. The aging population of clients and advisors combined with the potential wealth transfer of $43 trillion in next 30 years presents unique opportunities for right mindset advisor/ advisory firm to connect with heart of client families and build sustainable practice serving multiple generations. This presentation will empower all Forum 400 members to understand how the customized process of legacy planning brought senior and younger generations together and optimized their emotional and financial wealth.