Engaging and Retaining Families

Diane Doulin, Vic Preisser, and Roy Williamson
Published: Jan 17, 2020

A Classic from FEA Matters We are currently experiencing the greatest intergenerational migration of wealth in North American history, and yet the statistics on advisor/client retention post-wealth transition continue to be sobering. This article provides practical steps advisors can draw upon to counter the predictable “changing of the team” at transition: providing strategies they can […]

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