Article
Engaging and Retaining Families
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 […]
This is Member-Only Content
Please log in to access Member content.
Not a Member?
Learn about Business Family Membership or becoming a Family Enterprise Advisor.