Filed Under:Your Practice, Sales Marketing

Advisors look to engage next generation of affluent

More than four in 10 financial services providers to the affluent seek to develop relationships with clients’ children at the start of a planning engagement, new research reveals.

Cerulli Associates published this finding in “High-Net-Worth and Ultra-High-Net-Worth Markets 2013: Understanding the Contradictory Demands of Multigenerational Wealth Management.” 

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Nichole Morford

Nichole Morford
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