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BLOGS. June 13, 2024

How to Unlock Success Winning Over Generations XYZ

Baby boomers—those born between 1946 and 1964—have been a gold mine for financial advisors, thanks to the size of the demographic and their accumulated wealth. Over the coming years, Boomers are expected to transfer many trillions of dollars to their heirs, which represents a challenge for financial advisors, since beneficiaries often take their new assets elsewhere to a different advisory. If advisors don’t have strong existing relationships with their clients’ heirs, the chances of retaining assets are low.

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