Retain Clients’ Heirs With The Right Technology

Boomers are retiring at twice the rate. Are you ready for what comes next?

Since the pandemic’s start, baby boomers are retiring at double the rate, around 20,000 each day. With this significant increase, plus the eventual $70 trillion wealth transfer from this group to their heirs, is your firm prepared for what comes next? 

Timothy Welsh, CFP^®, President and Founder, Nexus Strategy, was joined by Kyle Fleming, CFA^®, Senior Manager, SS&C Advent, and Allison Kvikstad, CFP^®, Private Wealth Advisor, Ellevest, as they shared critical strategies to help firms increase the likelihood of retaining assets during this historic transfer of wealth.

Topics included: