How Exposed Is Your Firm to Generational Loss?

The Transfer Wave is Coming.

→ Clients are living longer and involving family members more in financial decisions - and when they die, many of their assets leave your business.

→ Without a system to engage spouses, adult children or heirs, you risk losing AUM.

→ Duty of care demands more than financial product recommendations - it demands continuity for clients when life changes.

→ Failing to plan for vulnerability, bereavement, or generational transition threatens both your reputation and  your bottom line.

In just 8 questions, find out if your later-life proposition protects both your assets and meets duty of care.

✓ Identify gaps in how you serve vulnerable clients.

✓ Test if you’re truly connected with family members.

✓ Benchmark how future-proof your practice is against client transitions.